Published Research on the Guilty Pleasures Investment Theme

In a targeted phishing attack it appears hackers have manged to deploy two known pieces of malware that have proliferated throughout several state agencies. DHS, FBI and MSFT are investigating. Hackers have launched a sprawling, multifaceted cyber-attack against the state of Washington, according to two people familiar with the matter. Source: Hackers Have Infiltrated Many […]

New data from the National Confectioners Association (NCA) has revealed sales of chocolate and candy in United States have increased during the coronavirus pandemic no doubt as folks looks to have at least a brief respite from things. This speaks to the heart of Tematica’s Guilty Pleasures investing theme while the NCA’s findings solidify the […]

“Desperate times call for desperate measures” is a famous saying and given the weeks of COVID-19 led lockdown, it’s not surprising to see businesses being hit by sagging sales are getting creative. This creativity includes leveraging Tematica’s Digital Lifestyle investing theme and in the case of 7 Eleven, it also means tapping into our Guilty […]

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The Tematica Individual Membership provides thematic investing strategies, trading ideas, and analysis of the most pressing economic and market developments that drive both our thematic perspectives and investing strategies.
Financial Professionals and experienced Individual Investors that become members receive access to the Thematic Leaders List which includes the top stock in each theme, plus our top overall most thematically-positioned stock. Membership also includes the Tematica Select List which are additional trading ideas of stocks riding our 10 investment themes and regular on-going insights and commentary on the market from a thematic perspective.

Yesterday US investors were surprised to see the market suddenly drop around midday, the Dow falling almost 400 points at one point, with no one clear, obvious catalyst. The suspected culprit was a report of new coronavirus cases at a Beijing hospital combined with other reports of the outbreak accelerating outside of China. The coronavirus […]

Recently I touched on the several new additions to the S&P Dow Jones Dividend Aristocrats, a group of S&P 500 constituents that have increased their dividends for at least 25 years. Now, I am circling back to the latest dividend payment from an existing Aristocrat: PepsiCo (PEP) . Widely known for its products that include Pepsi, Lays, […]

The main equity indices closed mostly in the green in Asia today after China cut its 1-year loan prime rate (LPR) by ten basis points and its 5-year by five basis points. This move comes after the People’s Bank of China had earlier cut the rate on $28.65 billion worth of 1-year medium-term lending facility […]

The major equity indices in Asia bounced back from their recent slides shrugging off a growing list of companies warning over the impact of the coronavirus as all but the Shanghai composite closed in the green today. By midday, the main European equity indices were also in the green and US equity futures point to […]

Last Friday we noted traders would likely take a cautious stance heading into the long weekend that saw US equity markets closed yesterday in observation of Presidents’ Day and we were correct in our thinking as stocks gave back most of their gains to finish the day little changed. That concern proved to be on […]

One of the time-tested strategies for investors is buying companies with an increasing dividend policy. To say it is one of the most loved and most watched strategies would be something of an understatement given the incremental income it generates for investors and the $6.7 billion in assets held by ProShares S&P 500 Dividend Aristocrats […]

Love may be the theme for today’s Valentine’s day, but the markets are mostly feeling, “I think I’ll just throw on my comfy sweats, grab a pint of ice cream and go for a Netflix marathon.” Or maybe that’s just us. Yesterday investors continued to reassess risk concerning COVID-19, leaving the major US indices little changed. […]

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What is Thematic Investing

Thematic investing looks to identify pain points by looking at the intersection of shifting economics, demographics, psychographics and technologies, mixed in with regulatory mandates and other forces. Such pain points result in a pronounced secular market shift that shapes and impacts behavior, forcing companies to make fundamental changes to their businesses to succeed.  Read More >>

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Tematica Research provides equity research, economic insights, and investment ideas based upon its proprietary thematic perspective of the world and financial markets. The thematic discipline utilized by Tematica across its research and economic commentary, as well as its index and portfolio construction efforts, is the culmination of the more than 20 years Chief Investment Office Chris Versace spent analyzing industries and companies.  Read More >>