https://tommasoprocopio.com/notes/ Notes on markets, research and portfolio decisions. en Tue, 15 Sep 2026 16:07:53 +0000 https://tommasoprocopio.com/notes/healthcare-is-the-tape/ https://tommasoprocopio.com/notes/healthcare-is-the-tape/ Tue, 15 Sep 2026 08:00:00 +0000 Five of the ten strongest clusters in our thematic map are healthcare — and the two halves of the sector are behaving in opposite ways. https://tommasoprocopio.com/notes/why-these-notes/ https://tommasoprocopio.com/notes/why-these-notes/ Tue, 15 Sep 2026 08:00:00 +0000 What these notes are, who they are written for, and what I will not be doing here.