More troubling signs at retailers as earnings fall 24% 

More troubling signs at retailers as earnings fall 24% 

As we wind up the most recent barrage of quarterly earnings, we are being left with a sour taste in our collective mouths thanks to retailers, particularly those focused on apparel. While some data points to those mall-based retailers, like The Gap being hard hit, other data suggests retailers are not matching consumer preferences either for […]

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Weekly Issue: A Number of Our Thematic Leaders Well Positioned for the Holidays

Weekly Issue: A Number of Our Thematic Leaders Well Positioned for the Holidays

Ahead of the Thanksgiving holiday, the stock market continued to take several gut punches this week, which erased the market’s year to date gains. While we saw this coming, it’s still a tough pill to swallow, but we’ll be patient and prepared as we listen to the confirming data that are our Thematic Signals. Inside this issue, we chart the key items to watch over the coming days, including Black Friday to Cyber Monday, the upcoming Fed minutes and the G20 Summit face-off between the US and China. We also take a look at WATT shares.

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