Category Archives: Connected Society

Inflation Rising While Wages Are Falling

Inflation Rising While Wages Are Falling

Inflation rising while hourly earnings have fallen in 5 of the past 6 months. The Fed will find it is under further pressure to hike and/or taper, which applies the brakes to any economic acceleration from tax cuts and more government spending.

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Cash-strapped consumer want more digital coupons

In a recent Thematic Signal post, we shared that Apple (AAPL) is making in roads with Apple Pay as smartphones account for a growing percentage of digital commerce. We lamented on the lack of loyalty program support in Apple Pay, but it is becoming increasingly clear that shoppers want digital couponing. Currently there are third […]

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Once again Amazon expands its Dash program, removing shopping friction along the way

It used to be that if you ran out of laundry detergent, the dirty clothes would pile up. Those days may soon be over as Amazon (AMZN) is rolling out virtual  Dash buttons to third-party screens, like those now found on washing machines, dryers, dishwashers and other appliances. This further extends Amazon’s reach into the […]

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Having Siri and Alexa join you in the shower

It used to be there were a handful of places on could retreat to find some downtime, but it looks like we are on the verge of losing one as Moen is bringing the connected home and virtual assistant connectivity into the shower. Based on the price points, this functionality will mesh with our Affordable […]

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Disney’s buying Fox has a Connected Society appeal

With consumers increasing shifting their content consumption to streaming services, be it online or via mobile, we are seeing a number of moves by companies to position themselves accordingly. AT&T (T) is looking to buy Time Warner (TWX), Alphabet (GOOGL) is expanding the reach of YouTubeTV and Apple (AAPL) is hiring programming talent. Amid all […]

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Car Maker Renault Acquires . . . a Magazine Company?

Car Maker Renault Acquires . . . a Magazine Company?

We’ve spent our fair share of time looking into the future of autonomous vehicles — the technology behind them, the players that are making it happen and the implications this new technology could have on everything from the car manufacturers to parking systems to rental car companies. One comment, in particular, stands out from our special […]

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Ford and Alibaba to disrupt how cars are sold?

We’ve been rather vocal over the disruption that has occurred due to our Connected Society investing theme but also the disruption yet to be had. We see the potential partnering of Ford and Alibaba supporting our view that the current Retailmegaddon is poised to spread from beyond the mall and brick & mortar retail to […]

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