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

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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More Margin Pressure Ahead
23 Mar

More Margin Pressure Ahead

The era of low-to-zero interest rates on top of struggling household income levels led to the proliferation of zero-rate financing on everything from cars to hot tubs to luggage and electronics. With the Federal Reserve raising rates amidst less than robust retail sales, rising credit card balances and weak income growth, retailers will be pressured to […]

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20 Mar

▶ PreMarket Prep for March 20: Financials slow on Friday’s quad witch close; More order flow Insight by Benzinga’s PreMarket Prep

On today’s show Joel and Dennis talk about how order flow played a part in Friday’s volatile close. Later the hosts discuss the upside for NKE, DIS, and OLED with Chris Versace and get the Nitrous Scan’s read on a few securities with Monday regular Tommy LackeyFeatured guests:Chris Versace, Chief Investment Officer at Tematica Research […]

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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
18 Mar

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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Data or Divination?
16 Mar

Data or Divination?

You’ve probably already learned that on Wednesday the Federal Reserve Open Market Committee increased its Fed Funds rate to 0.75 – 1.0 percent. The markets were concerned that we would hear a much more hawkish tone from the Fed, which would have implied a possibly faster pace of rate hikes. Chair Janet Yellen’s prepared speech coupled […]

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Thematic Tailwinds and Headwinds Drive February Retail Sales 
15 Mar

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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Cocktail Investing Ep. 8  – Getting buttered up with Steve Fredette of Toast, a restaurant technology company at the intersection of the Connected Society and Asset-lite investment themes
14 Mar

Cocktail Investing Ep. 8  – Getting buttered up with Steve Fredette of Toast, a restaurant technology company at the intersection of the Connected Society and Asset-lite investment themes

Chris Versace and Lenore Hawkins talk with Steve about what it takes to build “a 100-year company” focused on food that helps restaurants improve their operations while providing an enhanced customer experience.

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