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QM Trades - US Sector Research Note
Tactical Rotation: Geopolitical Shock & The Energy Surge ⚡🛢️
15 hrs ago
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QMPaul
QM Trades — The Sovereign Yield Surge:
Scarcity, Yields & the War Regime 📊⚠️
Mar 4
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QMPaul
QM Trades – Macro Tactical Note
Operation Epic Fury: The Data Saw the Rotation Before the Strikes
Mar 3
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QMPaul
February 2026
Energy Sector Research Note
Tactical Pivot: High-Probability Inflections
Feb 20
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QMPaul
US Sector Research Note
Tactical Rotation: 100% MAGS Decay & High-Conviction Negative Hazards
Feb 19
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QMPaul
US Sector Research Note
Tactical Rotation: Asset Management Blockbusters & Power Infrastructure Surge
Feb 13
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QMPaul
3
The $650 Billion Question: Why Tech Giants' Massive AI Spending Is Rewarding Completely Different Stocks
While Amazon and Microsoft hemorrhage market value over infrastructure costs, an unexpected beneficiary emerges: the humble utility company
Feb 9
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QMTrades
1
January 2026
US Sector Momentum Update
Portfolio Positioning – Actionable Framework
Jan 23
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QMPaul
3
US Financials & Materials Lead as Energy Decelerates
Quantmatix signals confirm that the U.S.
Jan 8
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QMPaul
1
December 2025
20 🔥Swing Trade Ideas - Happy New Year from Quantmatix
TEVO Methodology Intro
Dec 31, 2025
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QMPaul
🎄Jingle All the Way to 2026 — U.S. Banks & Materials Lead the Rotation
Our Dec 22 Quantmatix insight flagged a meaningful shift in U.S.
Dec 30, 2025
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QMPaul
The Great Rotation Deep Dive on PowerCast Podcast
Dec 23, 2025
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William Quantmatix
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