Author Archives: Chris Broussard

About Chris Broussard

I'm the Co-Founder and President of Tematica Research and editor of Thematic Signals, which aims to uncover confirming data points and items to watch for our list of investing themes. Whether its a news item, video clip, or company commentary, we've included this full list of items literally "ripped from the headlines." I have been involved in financial services marketing and publishing for over 20 years – having held senior level positions with financial publishers, financial services corporations and providing marketing support and consulting services to financial institutions and independent financial advisors. My background in digital marketing, financial services and consumer research provides me with a unique perspective on how to uncover the underlying proof points that are driving the themes our Chief Investment Officer Chris Versace utilizes in our various Tematica publications.
Space, the final frontier and now a focus for national security 

Space, the final frontier and now a focus for national security 

The journey into space, what began primarily as a scientific endeavor of man, has evolved over the decades into a technological focus with the launch and use of satellites. Such satellites are used for everything from surveillance, communications, weather forecasting and GPS functions.  And of course, as is often the case, where there are valuable […]

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An Overlooked Contributor to the Nursing Crunch

An Overlooked Contributor to the Nursing Crunch

We’ve written many times about the predicted nursing shortage as aging Baby Boomers reach a point where they demand more medical assistance and day to day care. A recent article in U.S. News and World Report points to another interesting component of the nursing shortage, one that could essentially be viewed as a self-inflicted pain point for Boomers

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Lockheed receives $6B downpayment on 255 F-35’s

Lockheed receives $6B downpayment on 255 F-35’s

Recently we shared how the Trump Administration has not only pumped up the  Department of Defense Budget to $717 billion for 2018, but also encouraged the export of U.S. weaponry to foreign militaries as a means for driving down costs while also promoting domestic manufacturing. This is a clear thematic data point for Tematica’s Safety & […]

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Petco Drives Clean Living for Our Pets

Petco Drives Clean Living for Our Pets

This shift in preference for healthy, natural products and the eschewing of artificial chemicals, sweeteners, sugar and other synthetics in all aspects of our lives is one of the basic building blocks for Tematica Research’s Clean Living investing theme. The Clean Living movement isn’t restricted to what foods we put in our bodies, but our pets now too . . .

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More Signals Point to 2019 Being a Big Year for Infrastructure Spending

More Signals Point to 2019 Being a Big Year for Infrastructure Spending

Coming out of last week’s mid-term election, we are seeing more and more signals validating that the issue of the addressing the crumbling infrastructure across the United States is likely to take center stage come 2019 when the Democrats take control of the House of Representatives. When the new Congress is seated come January, Rep. […]

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Weapon Sales Across the Globe Drive Safety & Security Theme

Weapon Sales Across the Globe Drive Safety & Security Theme

The 2018 $717 billion Department of Defense budget included more than 20,000 more troops, 90 new F-35s, a $4 billion missile defense system and the creation of the Space Corps as a new arm of the Air Force. That budget was big news for defense contractors here in the United States, but doesn’t tell the entire story of how strong 2018 has been for them

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Mondelēz taps into 3 more of our investment themes

Mondelēz taps into 3 more of our investment themes

Mondelez often floats to the top of the conversation whenever we dig into our Guilty Pleasures investment theme — Cadbury Creme Eggs, Oreos,  Nutter Butters, Toblerone . . . these pieces of heaven here on earth are all part of the Mondelez empire and are perfect representatives of those products and services consumers will buy no matter what the economic environment. But at the same time, the snacking giant focuses its business around a core concept of “empowering people to snack right by offering the right snack, at the right time, in the right way” and that is why this new initiative announced by Mondelez caught our attention because it taps into three more of our investment themes

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California Infrastructure is Going the Wrong Way

California Infrastructure is Going the Wrong Way

With all the other noise coming out of Washington, D.C. these days, the one topic we haven’t heard too much about in recent months is the state our nation’s infrastructure. That’s certainly not because of progress made in that area, a fact underscored by the preliminary report card released this week on the state of bridges and roads in California.

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