Abssy_East
@abssyeast.bsky.social
Founder, All You Can ETF LLC. Focused on index & ETP product development/management, marketing, and education. Good with letters and numbers. Always striving to be more Pythonic.
December Tematica Select Model Suite updates are available so download your favorites or just grab 'em all!
The purest targeted exposure models out there.
Questions/ Comments?
@tematica.bsky.social @chrisversace.bsky.social @abssyeast.bsky.social
tematica.substack.com/p/models-and...
The purest targeted exposure models out there.
Questions/ Comments?
@tematica.bsky.social @chrisversace.bsky.social @abssyeast.bsky.social
tematica.substack.com/p/models-and...
Models
The Strategies Behind Our AI & Data Center Ecosystem Models
tematica.substack.com
January 4, 2026 at 1:57 PM
December Tematica Select Model Suite updates are available so download your favorites or just grab 'em all!
The purest targeted exposure models out there.
Questions/ Comments?
@tematica.bsky.social @chrisversace.bsky.social @abssyeast.bsky.social
tematica.substack.com/p/models-and...
The purest targeted exposure models out there.
Questions/ Comments?
@tematica.bsky.social @chrisversace.bsky.social @abssyeast.bsky.social
tematica.substack.com/p/models-and...
What’s amazing to me is not that Paul got beat or even that his jaw was broken. What blows me away is (if you’ve seen the x-ray) the location of the two fracture points, neither being at the hinge point of his jaw. Also, double fracture?
December 21, 2025 at 3:44 PM
What’s amazing to me is not that Paul got beat or even that his jaw was broken. What blows me away is (if you’ve seen the x-ray) the location of the two fracture points, neither being at the hinge point of his jaw. Also, double fracture?
It is that time of the year…
December 21, 2025 at 12:30 AM
It is that time of the year…
"Is the person they must fear and obey"
Trump's lawyer just set the entire tone of his administration and push for his defense of the FTC firing lawsuit.
Trump's lawyer just set the entire tone of his administration and push for his defense of the FTC firing lawsuit.
December 8, 2025 at 3:55 PM
"Is the person they must fear and obey"
Trump's lawyer just set the entire tone of his administration and push for his defense of the FTC firing lawsuit.
Trump's lawyer just set the entire tone of his administration and push for his defense of the FTC firing lawsuit.
Once again, this exactly what Trump said he would do and was/is explicitly outlined in Project 2025.
The mass firing of immigration judges by the Justice Department isn’t just about immigration — it’s a blueprint for replacing civil servants with political loyalists (via Bloomberg Opinion)
Firing Immigration Judges Threatens More Than Immigrants
The Trump administration’s latest outrage is firing immigration judges and replacing them with military lawyers who lack experience in immigration law. The move combines two of President Donald Trump’s signature initiatives: It’s part of his war on immigrants and also part of his effort to make civil servants obey the administration’s policies — or be fired.
bloom.bg
December 7, 2025 at 6:44 PM
Once again, this exactly what Trump said he would do and was/is explicitly outlined in Project 2025.
I cannot stress strenuously enough that Index component inclusion/exclusion decisions are not a negotiation with potential component companies!
Source: about 18 years of building thematic indexes which are tracked by over $15 billion of investor assets.
Source: about 18 years of building thematic indexes which are tracked by over $15 billion of investor assets.
Strategy's Saylor in talks with MSCI as index exclusion threat looms reut.rs/4oHFZNe
Strategy's Saylor in talks with MSCI as index exclusion threat looms
Michael Saylor, chairman of Strategy , the world's biggest corporate bitcoin stockpiler, told Reuters on Wednesday that his company is engaging with MSCI over an upcoming decision on whether to exclude it from the index provider's indices.
reut.rs
December 3, 2025 at 2:11 PM
I cannot stress strenuously enough that Index component inclusion/exclusion decisions are not a negotiation with potential component companies!
Source: about 18 years of building thematic indexes which are tracked by over $15 billion of investor assets.
Source: about 18 years of building thematic indexes which are tracked by over $15 billion of investor assets.
For those of you keeping track at home, the November month end Tematica Select Model factsheets are now available! Download your favorite or just grab 'em all!
@tematica.bsky.social @chrisversace.bsky.social
tematica.substack.com/p/models-and...
@tematica.bsky.social @chrisversace.bsky.social
tematica.substack.com/p/models-and...
Models
The Strategies Behind Our AI & Data Center Ecosystem Models
tematica.substack.com
December 2, 2025 at 5:30 PM
For those of you keeping track at home, the November month end Tematica Select Model factsheets are now available! Download your favorite or just grab 'em all!
@tematica.bsky.social @chrisversace.bsky.social
tematica.substack.com/p/models-and...
@tematica.bsky.social @chrisversace.bsky.social
tematica.substack.com/p/models-and...
This puts $GS acquisition of Innovator for $2B into perspective.
BREAKING: The Prada Group has officially purchased Milan fashion rival Versace for nearly $1.4 billion.
Prada Group says it has purchased fashion rival Versace in a deal worth nearly $1.4 billion
The Prada Group has officially purchased Milan fashion rival Versace for nearly $1.4 billion. This deal, announced Tuesday, brings the fashion house known for its sexy silhouettes under the same roof as Prada's "ugly chic" aesthetic and Miu Miu's youth-driven appeal.
bit.ly
December 2, 2025 at 10:46 AM
This puts $GS acquisition of Innovator for $2B into perspective.
YTZ > YYZ
What’s up Hogtown?
What’s up Hogtown?
November 14, 2025 at 7:38 PM
YTZ > YYZ
What’s up Hogtown?
What’s up Hogtown?
In advance of the 2026 midterm elections, here’s a handy guide to help you make candidate choices.
November 14, 2025 at 1:45 PM
In advance of the 2026 midterm elections, here’s a handy guide to help you make candidate choices.
Mag 7 giveth, and Mag 7 taketh away:
November 11, 2025 at 7:57 PM
Mag 7 giveth, and Mag 7 taketh away:
X has its issues but God bless community notes!
November 7, 2025 at 2:04 PM
X has its issues but God bless community notes!
So, I expected my healthcare costs to rise for 2026 but what I did not expect was my federal subsidy to increase about $300 only to have it offset by plan costs increasing about $1,000 to $3,214.05 (PER MONTH), BTW, this is for me and my wife. (56 y/o living in NJ)
November 6, 2025 at 8:39 PM
So, I expected my healthcare costs to rise for 2026 but what I did not expect was my federal subsidy to increase about $300 only to have it offset by plan costs increasing about $1,000 to $3,214.05 (PER MONTH), BTW, this is for me and my wife. (56 y/o living in NJ)
Guys, new making of John Wick movie just dropped on $NFLX so see you in 2:06:16
November 5, 2025 at 8:14 PM
Guys, new making of John Wick movie just dropped on $NFLX so see you in 2:06:16
Looking forward to catching up on the state of the ETF industry with the folks at ETFGI this Wednesday at the Yale Club in NYC!
📢#RegisterNow bit.ly/3RihR5e to join @ETFGI's 6th Global #ETFs Insights Summit – U.S., on Nov 5 in New York @YaleClubNYC.
📢#RegisterNow bit.ly/3RihR5e to join @ETFGI's 6th Global #ETFs Insights Summit – U.S., on Nov 5 in New York @YaleClubNYC.
November 3, 2025 at 2:18 PM
Looking forward to catching up on the state of the ETF industry with the folks at ETFGI this Wednesday at the Yale Club in NYC!
📢#RegisterNow bit.ly/3RihR5e to join @ETFGI's 6th Global #ETFs Insights Summit – U.S., on Nov 5 in New York @YaleClubNYC.
📢#RegisterNow bit.ly/3RihR5e to join @ETFGI's 6th Global #ETFs Insights Summit – U.S., on Nov 5 in New York @YaleClubNYC.
I'm all for high yielding funds but let's be real. $TSPY touts a 13% yield but the below is from their 10/6 distribution. Essentially, 15% of 13% is 1.95%, which is the yield attributable to actual div income. The other 11.05%? Return of capital. The YTD split is worse with only 5% from dividends.
November 3, 2025 at 1:07 PM
I'm all for high yielding funds but let's be real. $TSPY touts a 13% yield but the below is from their 10/6 distribution. Essentially, 15% of 13% is 1.95%, which is the yield attributable to actual div income. The other 11.05%? Return of capital. The YTD split is worse with only 5% from dividends.
So, the Fed cuts on job weakness, which lowers borrowing rates, which spurs more AI cape buildout, which puts more jobs in peril.
Yes? No? Maybe so?
Yes? No? Maybe so?
October 29, 2025 at 12:34 PM
So, the Fed cuts on job weakness, which lowers borrowing rates, which spurs more AI cape buildout, which puts more jobs in peril.
Yes? No? Maybe so?
Yes? No? Maybe so?
Are we still doing funky odometer numbers?
October 20, 2025 at 11:17 AM
Are we still doing funky odometer numbers?
No Kings round two.
Looks like Trump finally got some record crowds…
Looks like Trump finally got some record crowds…
October 19, 2025 at 2:27 AM
No Kings round two.
Looks like Trump finally got some record crowds…
Looks like Trump finally got some record crowds…
So to be clear, EZ-Pass will definitely not send you a collection notice from a UK (+44) phone number.
October 4, 2025 at 6:01 PM
So to be clear, EZ-Pass will definitely not send you a collection notice from a UK (+44) phone number.
In case anyone is wondering how the Tematica Select Model Suite fared in September, and/or what makes Tematica's approach different than other market trackers out there?
tematica.substack.com/p/tematica-s...
tematica.substack.com/p/tematica-s...
Tematica Select Model Suite - September
A busy month provided some clear leadership across the suite. Also, what makes the Tematica Select Model Suite different? We've got a great example.
tematica.substack.com
October 2, 2025 at 11:38 AM
In case anyone is wondering how the Tematica Select Model Suite fared in September, and/or what makes Tematica's approach different than other market trackers out there?
tematica.substack.com/p/tematica-s...
tematica.substack.com/p/tematica-s...
How to Have Your (Dividend) Cake and Eat it Too
open.substack.com/pub/allyouca...
open.substack.com/pub/allyouca...
How to Have Your (Dividend) Cake and Eat it Too
In a market full of "you pays your money and takes your chances" funds, here's one that gets back to basics and solves an age old problem.
open.substack.com
September 25, 2025 at 9:14 PM
How to Have Your (Dividend) Cake and Eat it Too
open.substack.com/pub/allyouca...
open.substack.com/pub/allyouca...