Category Archives: Digital Lifestyle

Walmart entering the low-end tablet market as Google looks to exit

Walmart entering the low-end tablet market as Google looks to exit

Walmart is joining the ranks of the tablet market, which comes at a time when some device owners are balking at the increasing price points for smartphones. This tablet, which will have a price point that is very friendly with cash strapped consumers associated with our Middle-class Squeeze investing theme, leverages Chinese manufacturing and the […]

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Ep 98: The Squeeze Is On

Ep 98: The Squeeze Is On

On this episode of the Cocktail Investing Podcast, we focus on the growing headwind for the economy and retail that is associated with our Middle-Class Squeeze investing theme. Consumers, especially those associated with our Aging of the Population investing theme, have racked up record credit card debt over the last several years, and it’s beginning to weigh on their ability to spend.

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“Can you data me now?”

“Can you data me now?”

Spinning out of Mobile World Congress 2019, an annual mobile event that tends to see a number of announcements each year, perhaps the biggest news on the 5G front is found in one of the smallest devices that you’ll probably never see. These strips could help solve the coverage and range issues associated with 5G […]

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With 300 store closings announced in 24 hours, the retail apocalypse continues

With 300 store closings announced in 24 hours, the retail apocalypse continues

The end of February was a painful month for consumers. Not only did we learn that Personal Income fell in January, marking the first such decline in a number of months, but there will soon be fewer locations for consumers to spend. As I discussed on a recent Cocktail Investing podcast, we continue to see […]

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Weekly Issue: Factors making the stock market melt up a head-scratcher

Weekly Issue: Factors making the stock market melt up a head-scratcher

In this week’s issue, we dig into the latest shareholder letter from Warren Buffett, examine the growing number of dividend cuts and other factors make the year to date melt up in the stock market something of a head-scratcher. That best performance in 20+ years hinges on a successful trade deal with China, but there are other factors that we need to examine so we don’t fall prey to a “buy the rumor, sell the news” scenario. We recap the sharp move in Universal Display shares following its latest earnings report and touch on favorable news emanating from Mobile World Congress 2019 for Nokia.

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Verizon’s 5G in 30 US cities by end of 2019

Verizon’s 5G in 30 US cities by end of 2019

As we enter Mobile World Congress 2019, arguably the mobile event of the year, 5G network and device launch details are coming into greater focus. Verizon is taking the early lead in the US staking out 5G to 30 cities in the US by the end of 2019. Of course, 30 cities is hardly national […]

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New Global Middle Class and Digital Lifestyle Converge at Walgreens 

New Global Middle Class and Digital Lifestyle Converge at Walgreens 

A few days ago we ran across a story that probably didn’t make headlines in too many places. Here at Tematica, however, it was quickly shared with the team because it perfectly depicts the coming together of two of our investment themes: The New Global Middle Class and the Digital Lifestyle. Here is part of […]

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WEEKLY ISSUE: Companies continue to serve up weaker guidance

WEEKLY ISSUE: Companies continue to serve up weaker guidance

Another week of the stock market melting up as December quarter issues continue to fall the wayside. Yet, companies continue to serve up weaker guidance leading earnings expectations to fall. There are fresh concerns over the speed of the domestic economy, which continues to look like the best one on the economic block. We break down recent positive data for Amazon, Google, and Costco Wholesale, and discuss what’s ahead with Universal Display and Mobile World Congress 2019.

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