Weekly Issue: Streaming Services and the Middle Class Squeeze

Weekly Issue: Streaming Services and the Middle Class Squeeze

As we approach the halfway market for the current quarter, stocks continued to rally as December quarter concerns appear to melt away. While the market is hopeful, we will continue to focus on the details and nitty-gritty. Several Thematic Leaders continue to trounce the market and upcoming economic data should put some favorable context around Costco Wholesale (COST) shares. With Middle-class Squeeze consumers struggling, we take a look at LendingClub (LC) shares.

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Weekly Issue: Another company poised to benefit from the Middle Class Squeeze

Weekly Issue: Another company poised to benefit from the Middle Class Squeeze

As we approach the halfway market for the current quarter, stocks continued to rally as December quarter concerns appear to melt away. While the market is hopeful, we will continue to focus on the details and nitty-gritty. Several Thematic Leaders continue to trounce the market and upcoming economic data should put some favorable context around Costco Wholesale (COST) shares. With Middle-class Squeeze consumers struggling, we take a look at LendingClub (LC) shares. On the options side, we are adding a new position in LendingClub ahead of next week’s earnings report, and we’re upping our stop loss on the Del Frisco’s (DFRG) calls that are up big vs. last week.

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The U.S. is on track to fall to the world’s second-biggest retail market

The U.S. is on track to fall to the world’s second-biggest retail market

While China’s economy may be slowing now, the long-term implications associated with our Living the Life, Rise of the New Middle-class and Digital Lifestyle investing themes in that market will continue to be felt. Even if China’s economy slows to something between 5%-6%, the economic reality is it will continue to grow far faster than […]

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Weekly Issue: We aren’t out of the woods just yet

Weekly Issue: We aren’t out of the woods just yet

This week we closed the books on the month of October, and what a month it was for the stock market. In short, the month of October wiped out most the market’s year to date gains as investors digested both September quarter earnings and updated guidance that spurred a re-think in top and bottom line expectations.

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Weekly Issue: Adding to BABA and DRFG

Weekly Issue: Adding to BABA and DRFG

In this week’s packed issue of Tematica Investing, we are adding to our positions in Alibaba (BABA) and Del Frisco’s (DFRG), assessing the National Retail Federation’s 2018 Holiday Shopping Forecast, and previewing Costco’s (COST) earnings report that will hit after today’s market close.

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Mastercard Files More Blockchain Patent Apps 

Mastercard Files More Blockchain Patent Apps 

There has been much talk this year about the rapid rise and fall of Bitcoin. We here at Tematica have long said the far more interesting disruptor is Blockchain, and as Bitcoin has fallen hard in recent weeks, we’ve seen a flurry of renewed news flow for blockchain, including a growing number of patent filings […]

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Introducing The Thematic Leaders

Introducing The Thematic Leaders

Following the recasting of our investing themes over the last several, we are introducing The Thematic Leaders, which crystallize and embody their respective thematic tailwinds.

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Booking some gains, boosting stop losses levels and new call recommendation as well

In this week’s issue, we’re adding a new call option position in Alibaba shares, booking some wins in our Costco Calls as well as boosting our stop losses levels on the remaining Costco calls as well as our layered Netflix call option strategy.

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WEEKLY ISSUE: Booking more Habit gains and redeploying into another Digital Lifestyle investment

WEEKLY ISSUE: Booking more Habit gains and redeploying into another Digital Lifestyle investment

In this week’s issue, we are closing out our position in Habit Restaurants with a tasty gain, adding a new position in Alibaba as part of Digital Lifestyle investing theme. We also have some updates on our positions in Apple and Universal Display, both of which have been on a tear lately.

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