Category Archives: Safety & Security

DoD booklet details its spending investments on Safety & Security

DoD booklet details its spending investments on Safety & Security

When we hear about a budget increase, particularly one approved by the Federal government, there are concerns about how the funds will be spent. Will those funds be spent as intended or prattled away on items that may fall out of the original spending approval. With the last year’s congressionally mandated defense spending increase, this week […]

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Washington finalizes FY19 military budget, reminding that security is more than just cyber

Washington finalizes FY19 military budget, reminding that security is more than just cyber

When it comes to our Safety & Security investing theme, it’s true that cyber-related crimes and subsequent calls for spending tend to get the bulk of the headlines, but there are several other aspects to it as well. This week Washington approved a defense spending measure to direct more than $670 billion towards a wave of Defense […]

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Energy Pain Points in Puerto Rico Force Disruptive Innovation Acceleration

Energy Pain Points in Puerto Rico Force Disruptive Innovation Acceleration

In Puerto Rico, we are seeing the phenomenon of Disruptive Innovation play out in the area of renewable energy as residents struggle to get back on their feet following Hurricane Maria. What was once a savings or clean energy advantage, solar power is almost becoming a necessity for safety and security.

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Amazon announcing Alexa-enabled hardware products including new security

Amazon announcing Alexa-enabled hardware products including new security

Last week all eyes were on Apple and Fall 2018 new model iPhone launch and this week Amazon is taking the new product spotlight as it announces a number of new Echo products and others that include its digital assistant, Alexa. These products confirm that our view several years ago that voice would be the […]

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JP Morgan’s Jamie Dimon says cyber is the biggest vulnerability the financial system

JP Morgan’s Jamie Dimon says cyber is the biggest vulnerability the financial system

When Jamie Dimon, CEO of JPMorgan Chase one of the largest banking entities, speaks investors and the markets tend to listen and digest what he is saying. This week, Dimon reminded that cybersecurity, one of the tentpoles of our Safety & Security investing theme, is an area that individuals, institutions and the government need to […]

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US Air Force Secretary wants to increase squadrons by 24%

US Air Force Secretary wants to increase squadrons by 24%

At the recent Air, Space and Cyber Conference, United States Air Force Secretary Heather Wilson detailed her vision for increasing the number of squadrons by 24%, taking the force up to 386 squadrons from the current level of 312. Citing several studies, as well as feedback from service personnel, the USAF is too small to fulfil […]

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The next financial crisis will likely be  induced by a cyber attack

The next financial crisis will likely be  induced by a cyber attack

According to JP Morgan, one of its models that “calculates outcomes based on the length of the economic expansion, the potential duration of the next recession, the degree of leverage, asset-price valuations and the level of deregulation and financial innovation before the crisis” sees the next financial crisis occurring in 2020.  We recognize this current economic […]

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Safety & Security – A robust tailwind that is more than just cyber security

Safety & Security – A robust tailwind that is more than just cyber security

The right to defend yourself and your property apply in today’s increasingly connected world, just as it did more than 200 years ago. While the public debate and much of the media coverage focus on the Second Amendment and the right to keep and bear arms, the threats we face today are changing, just as the way we interact with people, data and content are changing.

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More than just cyber problems at British Airways

More than just cyber problems at British Airways

It’s been a rough week for Tematica Research’s Chief Macro Strategist, Lenore Hawkins. Not only has British Airways once again lost her bags TWICE and offered little to no customer service help, which if you’ve traveled internationally you know is quite the bear, but she was also informed that her payment information was among the […]

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