Category Archives: Digital Infrastructure

By 2022 Cisco predicts nearly 5 zettabytes of IP traffic per year 

By 2022 Cisco predicts nearly 5 zettabytes of IP traffic per year 

Cisco Systems says more traffic will be created in 2022 than in the first 32 years since the internet started. That’s a powerful tailwind for our Digital Infrastructure investing theme that is being led by our Digital Lifestyle and Disruptive Innovators investing themes. 

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Apple could give veterans iPhone access to Electronic Medical Records

Apple could give veterans iPhone access to Electronic Medical Records

Apple is looking to overhaul electronic medical records, starting with 9 million veterans, which would not only expands its iPhone user base but make the device even stickier with consumers. We see it as a dynamic push-pull between our Digital Lifestyle and Digital Infrastructure investing themes.

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Weekly Issue: Among the Volatility, We See Several Thematic Confirming Data Points

Weekly Issue: Among the Volatility, We See Several Thematic Confirming Data Points

In a busy as well as volatile week, we continue to receive confirming data points for our investment themes and thematic holdings from a variety of sources including the September Retail Sales report as well as September quarter earnings reports and other events. This week we are scaling once again into our DFRG shares.

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Boomers are changing what we know as “retirement” homes

Boomers are changing what we know as “retirement” homes

The growing Boomer population will have profound implications – both good and bad – for the housing market according to the National Investment Center for Seniors Housing and Care (NIC) and we could not agree more.

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Is Now the Time to Panic?

Is Now the Time to Panic?

What we are currently seeing in the market is a symptom of a whole lot of leverage in equities that had been in rich territory at a time when, even though it is still moving along, signs abound that the economy is slowing. Is this a ‘buy the dip’ opportunity or is it just the […]

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Verizon to launch 5G home service on October 1

Verizon to launch 5G home service on October 1

We are on the cusp of seeing 5G network service being deployed, just not in the application that many of us would expect. That’s right, not the smartphone but rather for in-home wireless service and it’s from Verizon. Pretty interesting given that Verizon mostly stopped expanding FiOS fiber-to-the-home service in 2010 and since then has been […]

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Lithium Ion Batteries: the Enabler of the Digital Lifestyle

Lithium Ion Batteries: the Enabler of the Digital Lifestyle

Lithium batteries are one of the key enablers for mobility as part of our Digital Lifestyle investing theme. Joining the podcast this week is Bill Davidson, the Chief Operating Officer of AMIONX. Bill brings some context and perspective to the conversation, including the industry’s growth drivers, potential hiccups and the importance of improving the safety of lithium ion battery technology.

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