Category Archives: Living the Life

After years of growth, Chinese tourism to the US falls

After years of growth, Chinese tourism to the US falls

The impact of the slowing global economy and current trade war can be found in a number of places. The most common is the equity markets, which have seen their 2019 gains recede. We’ve also seen US retailers report dismal quarterly results of late, with falling same-store comparisons. But another victim has been China led […]

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Ep 103: What to do in the new “risk off” stock market environment

Ep 103: What to do in the new “risk off” stock market environment

On today’s podcast we discuss the renewed sense of uncertainty in the stock market following the US-China trade SNAFU that is simply not what investors were expecting just 10 days ago. With weeks to go until the next round of trade talks, investors will focus on the potential impact from the latest round of trade […]

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Weekly Issue: As trade concerns escalate, investors brace for an expectations reset

Weekly Issue: As trade concerns escalate, investors brace for an expectations reset

The market has embraced a new round of uncertainty as US-China trade took a route few were expecting just a few weeks ago. New rounds of tariffs have amped up trade talk tensions while leading investors to once again question growth expectations for the economy and earnings.

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Weekly Issue: Looking to Avoid the Dead Cat Bounce

Weekly Issue: Looking to Avoid the Dead Cat Bounce

The market has embraced a new round of uncertainty as US-China trade took a route few were expecting just a few weeks ago. New rounds of tariffs have amped up trade talk tensions while leading investors to once again question growth expectations for the economy and earnings. We’ll continue to focus on our thematic investing lens, the same one that led us to add Axon Enterprises to the leaderboard and its shares are up nearly 50% year to date even after the recent sell off. We discuss why we remain bullish and share what’s next to watch for Amazon and Costco Wholesale. From an options perspective, sitting on the sidelines has proven a smart move as we saw the market swing sharply the last few days. Let’s avoid a potential dead cat bounce and wait for the market to find its footing before making our next trade, potentially one in retail.

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Hospitals push device makers to improve security following cyberattacks 

Hospitals push device makers to improve security following cyberattacks 

As the kinds of cyber attacks companies and other businesses are experiencing expand, we are seeing the actual victims, as well as potential ones of these attacks, step up their efforts to protect themselves. In hospitals, one of the areas of focus is internet connected equipment, but we can see how this will quickly spill over to […]

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No bank branch, no problem

No bank branch, no problem

Several of us here at Tematica have been waiting for the day when banks would recognize that if they embraced our Digital Lifestyle investing theme, the bank branch would one day go the way of the cassette tape – a fond memory of a bygone era. While banks have made strides over the years between […]

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Warehouse Hiring Surges on Rising E-Commerce Demand

Warehouse Hiring Surges on Rising E-Commerce Demand

We see this every month in the Retail Sales report and almost every week in our everyday lives – consumers continue to flock to digital shopping – and that is spurring demand for distribution centers and warehouses as well as workers to fill them. As Amazon looks to expand not only the reach of its […]

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The U.S. government is knocking for student loan

The U.S. government is knocking for student loan

While there are talks of student loan forgiveness on the 2020 campaign trail, the Treasury Depart is stepping up its game to collect on delinquent student loans. Data from the Bureau of Economic Analysis (BEA) points to disposable income once again coming under pressure during the first quarter of 2018. Paired with rising gas prices […]

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Unity Biotech using molecular biology to target aging

Unity Biotech using molecular biology to target aging

As we have long said, thematic intersections can pave the way for pronounced transformation as two tailwinds change the existing landscape. As we continue to age and live longer, companies are examining new solutions to improve those aged lives. In the past, we’ve seen those take on a variety of forms, and now we are […]

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