Category Archives: News

eMarketer says the emerging markets lag in internet access, we say wait for the leapfrog

eMarketer says the emerging markets lag in internet access, we say wait for the leapfrog

This latest report from eMarketer serves to inform over the disparity between internet access in the developed and developing economies, but we see it more as confirming our Rise of the New Middle Class investing theme. Moreover, odds are these developing economies will leap frog the developed ones in terms of new, Disruptive Technology adoption. […]

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Connected surveillance cameras bring safety & security

Connected surveillance cameras bring safety & security

There are several aspects to our Safety & Security investing theme, one of which is being proactive vs. reactive, which we see as one of the differences between “security” and “defense.”  While the headlines over the last few years have focused on body-cameras, we are seeing the coming together of our Connected Society and Safety […]

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First plastic water bottles, now plastic straws

First plastic water bottles, now plastic straws

Fond memories of sipping an ice cold soda after a game or feeling like you’re about to suck your brains out of a straw trying to get that first taste of a milkshake could very well become a thing of the past as single-use, plastic straws come under attack as part of Clean Living. More […]

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US Housing market plauged by lack of housing supply and capable buyers as prices climb

US Housing market plauged by lack of housing supply and capable buyers as prices climb

Tematica’s Chief Macro Strategist Lenore Hawkins has been rather vocal on the two issues hitting the domestic housing market – a lack of supply and escalating prices that are shrinking the pool of potential buyers. While one would think homebuilders would respond with more affordable housing, they are also contending with increases to their own […]

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$1.5 trillion student loan debt, $1.1 trillion auto loan debt and ~$1 trillion in credit card debt -what could go wrong?

$1.5 trillion student loan debt, $1.1 trillion auto loan debt and ~$1 trillion in credit card debt -what could go wrong?

It’s that time again, an update on the degree of consumer borrowing as tallied by Federal Reserve data. For those of us that have been watching other consumer spending, debt and savings metrics, the results come  as little surprise and serve to confirm not only our Cash-strapped or Middle-Class Squeeze investing theme. The data also […]

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Mutual fund reporting to join the 21st Century… over the next two years

Mutual fund reporting to join the 21st Century… over the next two years

In today’s increaingly Connected Society and our Digital Lifestyle, in which credit card, brokerage and banks are practically forcing one to go paperless, only now are mutual fund companies able to do the same. Much like those that have already made the switch, it will save billions of dollars on paper and mailing costs – […]

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All those streaming services can add up to serious $$

All those streaming services can add up to serious $$

We continue to hear more and more about chord cutting as consumers increasingly to over the top and streaming vidoe services and they shift how, where and when they consume that content. Given the Content is King perspective that we have, it comes as little surprise to see that consumers are utilizing multiple platforms because […]

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Emirates thinks robots, AI and big data can improve the airport experience

Emirates thinks robots, AI and big data can improve the airport experience

Team Tematica logs plenty of air miles each year, and we would love to see a more stream lined way to getting not only in and out of the airport, but on and off the airplane as well. It seems, we’re not alone in that thinking and now Emirates, the world’s biggest long-haul carrier, is […]

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AR and VR spend projected to reach $27 billion this year

AR and VR spend projected to reach $27 billion this year

On the heels of Apple’s WWDC 2018 that unveiled a new ARKit 2.0 that will bring will jump start applications utilizing Augment Reality (AR) across Apple’s more than 1 billion iOS devices, we are apt to see more apps rolling out those features. While the WWDC demo showcased multigame playing with Lego, there have been a […]

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