Category Archives: Foods with Integrity

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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Amazon (AMZN) — the many thematic tailwinds pushing it forward

Amazon (AMZN) — the many thematic tailwinds pushing it forward

  Amazon.com Inc plans to meet on Wednesday with a dozen U.S. ranchers, seeking to expand distribution of organic and grass-fed meats as it takes over Whole Foods Market Inc, according to the meeting’s organizer.Analysts and investors have speculated that Amazon is aiming to combine its expertise in order fulfillment with the grocer’s facilities to […]

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WEEKLY ISSUE: Doubling down on COST as yet another cyber attack provides support for our HACK position

WEEKLY ISSUE: Doubling down on COST as yet another cyber attack provides support for our HACK position

The cyber threats keep coming, which is good news for HACK, and the market seems to be putting an unfair beating on COST, which we’ll use to our advantage this morning by adding to our position.

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