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Cocktail Investing Ep. 17: Trump Tax Plan, 1Q17 Earnings Gauntlet, Pepsi vs. Coke
27 Apr

Cocktail Investing Ep. 17: Trump Tax Plan, 1Q17 Earnings Gauntlet, Pepsi vs. Coke

In this week’s episode of the Cocktail Investing Podcast, Tematica’s resident mixologists, Lenore Hawkins and Chris Versace, once again dig through all the earnings noise, economic data and latest policy plans spinning out of Washington to distill it down into clear investing signals. As usual, there is a helpful amount of fun and good humor along the way as they discuss new confirming signs the economy slowed in 1Q 2017 and is starting the current quarter off on rather soft footing.

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Tematica’s Take on Trump’s Tax Proposal
27 Apr

Tematica’s Take on Trump’s Tax Proposal

As early details of President Trump’s tax proposal hit, investors should be asking which companies stand to benefit the most?

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Markets Narrowing as Trump Trade Fades
18 Apr

Markets Narrowing as Trump Trade Fades

We are seeing the beginnings of de-risking as for the first time since the election as the S&P 500 has broken below its 50-day trendline, but is still just 3 percent shy of its all-time high, so let's not get overly carried away here. Volatility, in the form of the CBOE's volatility index (VIX), rose [...]read more »
An NFL ‘Thursday Night Football’ Games Win Cements Amazon’s Content Plans
05 Apr

An NFL ‘Thursday Night Football’ Games Win Cements Amazon’s Content Plans

The only thing better than one thematic tailwind pushing on a company’s business is two… so you can imagine how powerful three of them must be! Amazon is a company actively adding that 3rd leg to the stool.

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Shifting Consumer Preferences Favor Food with Integrity Bullets Not Restaurant Shares
04 Apr

Shifting Consumer Preferences Favor Food with Integrity Bullets Not Restaurant Shares

Restaurants stocks are challenged by consumer spending and a shift in eating preferences. That same preference shift bodes very well for two “buy the bullets, not the gun” companies on the Tematica Select List

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