Category Archives: Fountain of Youth

Riding Thematic Tailwinds with Peloton’s Streaming Workouts 

Riding Thematic Tailwinds with Peloton’s Streaming Workouts 

We see this next iteration of exercise sitting at the intersection of our Connected Society and Fountain of Youth investing themes, and it sure doesn’t hurt to get a positive endorsement from Mary Meeker! Peloton, a four-year-old startup that sells exercise bikes tied to a live-streamed workout experience, is revving up for expansion armed with […]

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Shopping Centers Start to Respond to Thematic Headwinds and Ch-ch-ch-change

Shopping Centers Start to Respond to Thematic Headwinds and Ch-ch-ch-change

As the face of retail morphs in response to several of our thematic headwinds, including Connected Society, Rise & Fall of the Middle Class, Food with Integrity and the Fountain of Youth,  brick and mortar retailers and mall centers are attempting to innovate and improve their in-store experience. We’d note the following trends that per […]

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Cocktail Investing Ep 10 – The market gets the jitters as the “Perfection Expectation” trade comes into question

Cocktail Investing Ep 10 – The market gets the jitters as the “Perfection Expectation” trade comes into question

Your resident mixologists, Chris Versace and Lenore Hawkins, break down the latest moves in the markets and what they see going on beneath the headlines on this episode of Cocktail Investing — from FedEx’s insight into the economy, to what we are seeing in consumer credit card debt, to what used car sales tell us about the state of households.

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Cocktail Investing Ep 9 – So Janet Yellen & the Fed are Data Dependent You Say?…Is the Stock Market Listening to the Hard Data?…Amazon’s Next Target – Liquor Stores and more Thematic Signals

Cocktail Investing Ep 9 – So Janet Yellen & the Fed are Data Dependent You Say?…Is the Stock Market Listening to the Hard Data?…Amazon’s Next Target – Liquor Stores and more Thematic Signals

It was quite a week that started off with winter storm Stella, a Fed interest rate increase and finished up with St. Patrick’s Day. Your resident mixologists, Chris Versace and Lenore Hawkins, were busy sharing their thoughts on all of that as well as the February Retail Sales report this week and break it all down for you on this episode of Cocktail Investing.

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Thematic Tailwinds and Headwinds Drive February Retail Sales 

Thematic Tailwinds and Headwinds Drive February Retail Sales 

While the February Retail Sales Report headline figure came in as expected, thematic tailwinds and headwinds paved the way for those sectors that saw stronger retail sales and poured cold water on those that continue to contract.

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L’Oréal buys Valeant brands to improve its Fountain of Youth positioning

L’Oréal buys Valeant brands to improve its Fountain of Youth positioning

Several of our investment themes have tailwinds that can be polar opposites, while others are complimentary like our Aging of the Population and Fountain of Youth themes. As more people age, more of them try to fight the effects of aging and look younger. That’s been a boon for skin-care products and unsurprisinlgy they’ve been […]

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Meat Snacks Taking Stomach Share

Meat Snacks Taking Stomach Share

While not quite 100% in tune with our Food with Integrity investing theme, there is no argument that protein based snacking continues to be on the rise. What this tells us is salty-snacks and candy sales are likely to go the way of soda sales… The meat snacks category has been experiencing significant growth for […]

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Thematic driver behind Dollar Shave Club acquisition — not the one you would think #DollarShaveClub, $UL

5x revenue buyout? Is this the Internet Bubble again? In this case, Unilever’s $1 billion (yes, that’s billion with a “B”!) buyout of the Dollar Shave Club has less to do with its e-commerce chops than what it was able to accomplish with its content — develop a loyal following of men purchasing what basically […]

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Introducing the new Thematic Index by Tematica Research

Introducing the new Thematic Index by Tematica Research

Tematica Research Unveils The Thematic Index – An Alternative to Outdated Sector Investment Strategies
Handily outpacing the S&P 500 in the first half of 2016, the Thematic Index offers a holistic view of influences that can drive or stifle portfolio growth

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See, fundamentals do matter

See, fundamentals do matter

Over the last few days, we’ve seen volatility creep back into the markets as more investors focus on its stretched valuation and weakening economic fundamentals. We have discussed this in recent editions of our Monday Morning Kick Off and spotlighted the disparity in this week’s edition. With the investment community realizing there is a high probability of the Fed will now only boost interest rates maybe twice in 2016 if at all, fundamentals are starting to once again take center stage.

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