Category Archives: Fattening of the Population

Obesity, diabetes rises Africa thanks to fast food. — Quartz

Obesity, diabetes rises Africa thanks to fast food. — Quartz

As the incomes have risen in emerging economies, quick service restaurants ranging from KFC and Pizza Hut at Yum Brands to McDonald’s, and Burger King among others have looked to capitalize on this. What this means is our Fattening of the Population theme is global in nature and is expanding past China into India and […]

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CDC findings show 40% percent of cancers linked to Fattening of the Population

CDC findings show 40% percent of cancers linked to Fattening of the Population

We have shared many a data point on the hidden costs associated with our Fattening of the Population investing theme. Recently the Center for Disease Control and Prevention reminded that us the vast majority of people do not realize the degree to which obesity and being overweight leads to cancer and other healthcare issues. We […]

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The U.K. moves from fighting sugar to fat and calories 

The U.K. moves from fighting sugar to fat and calories 

We’ve known for some time the hidden costs of obesity here at Tematica as it’s one of the factors behind our Fattening of the Population investment theme. The fight to limit sugar has led beverage companies to change drink sizes as well as alter formulations, which has stoked demand at flavor companies given the need […]

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Fattening of the Population Isn’t Just in the US

Investors, especially those in the US, tend to have an in-country perspective, but the reality is our investment themes play out on the global stage even Fattening of the Population. As more countries recognize obesity as a disease, this will likely change the way it is treated, which could expand the universe of contenders for […]

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Fattening of the Population takes to the skies

Fattening of the Population takes to the skies

A man in Australia is suing American Airlines after he was seated next to two obese people for a fourteen-hour flight – an ordeal which he claims caused permanent back and neck injuries.Michael Anthony Taylor, 67, said the airline refused to let him move seats, leaving him “crouching, kneeling, bracing or standing” for much of […]

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Gaming and Collegiate Sports Collide to Form Varsity eSports

Gaming and Collegiate Sports Collide to Form Varsity eSports

Every once and a while we come across a data point that we even we shake our heads at and today is one of those days. We know gaming is a key aspect of our Content is King investing theme, but we were surprised to learn the Universty of Utah created a varsity sports program […]

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Cocktail Investing Ep. 7  – Crude Tumbles, Jobs, Inflation and the Fed as More People Stop Fighting Obesity? Say What?

Cocktail Investing Ep. 7  – Crude Tumbles, Jobs, Inflation and the Fed as More People Stop Fighting Obesity? Say What?

In this week’s program, Tematica’s cocktail mixologists, Chris Versace and Lenore Hawkins not only recap, but also scrutinize the rash of conflicting economic data that has put a pause in the stock market’s move higher. Some data points to an improving economy, while others have led the Atlanta Fed to dramatically cut its GDP forecast for the current quarter.

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Can McDonald’s Digital Strategy Reverse It’s Sales and Traffic Woes?

Can McDonald’s Digital Strategy Reverse It’s Sales and Traffic Woes?

The last several years have been a dark time for McDonald’s as its domestic same-store sales fell 1.3 percent in 2016. Worse yet, the number of customers its been drawing has been dropping every year for the last four years. After tinkering and tinkering with its menu, what does McDonald’s management think will turn things […]

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Pie Tops Sneakers Are More Sizzle Than Steak

Pie Tops Sneakers Are More Sizzle Than Steak

On this week’s Cocktail Investing, we touch on issues that are plaguing fast food restaurants, better known as quick service restaurants. While some might focus on improving the food or getting in tune with consumers that are shifting their preferences more in line with our Food with Integrity investing theme, some QSRs like Pizza Hut, […]

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