Yes, all good things do come to an end
Yes, all good things do come to an end and that means an end to the Tematica Investing newsletter.
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Weekly Issue: Key Developments at Apple (AAPL) and AT&T (T)
In this week’s issue we dig into Apple’s 2019 iPhone event (yeah it was largely expected, but there were a few positives too), why we think Elliot Management is wrong about AT&T’s media play, how Volkswagen is about to disrupt the electric vehicle market, why a new California law could wreak havoc on Uber and Lyft, and why it’s likely game over for GameStop.
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Debt Bombs Ticking Across the Globe
Market dynamics are reflecting the increase in macro/political volatility across much of the world, but the headlines have yet to catch up with the primary drivers underlying the deep changes. In our previous Context & Perspective piece, I discussed how we are seeing a profound decline in the level of liquidity at a time when debt levels are back to record highs. This week is a highlight reel of warning signs in the context of those record levels of debt.
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Special Alert – Our battle plan for the next few weeks
Following yesterday’s sharp selloff, we’re explaining the why behind it and what our battle plan will be over the coming days and weeks as corporate reporting for the September quarter kicks into high gear.
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Weekly Issue: Tidying Up Our Desk as We Get Ready for the 250 Trading Days of 2018
As we enter 2018, let’s recap key moves on the Tematica Investing Select List in 2017 as we boost several price targets, trim one position back and see what’s on tap in January.
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