Retirement Plans Disappear When Parents And The Kids Return Home

Retirement Plans Disappear When Parents And The Kids Return Home

More and more Americans are finding that instead of enjoying their retirement, they are instead supporting their adult children and aging parents at the intersection of our Aging of the Population and Middle-Class Squeeze investing themes.

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EP 88 – Digital Shopping Reigns Supreme While Powell Fools the Market

EP 88 – Digital Shopping Reigns Supreme While Powell Fools the Market

On this week’s Cocktail Investing Podcast, Tematica’s Lenore Hawkins and Chris Versace center not only on the rash of holiday shopping data coming out of the Thanksgiving to Cyber Monday period but also discuss Fed Chairman Powell’s “near neutral” comment on interest rates. That comment led the stock market to rip higher, offering relief to beleaguered investors that saw the majority of 2018 gains for the domestic stock market wiped out in recent weeks. But… you knew there was a but coming… the reasons behind that shift in tone as well as other risks mean we are not out of the woods just yet.

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Ep 69: Trump, Putin, Amazon Prime Day and the importance of 2Q 2018 earnings season

Ep 69: Trump, Putin, Amazon Prime Day and the importance of 2Q 2018 earnings season

One of the largest self-created holidays known to man – Amazon’s Prime Day — as well as the competitive response that has emerged for retailers, the geo-political and trade happenings over the last few weeks and how a global slowdown has ratcheted up risk even as the US stock market continues to march higher, and concerns for the upcoming earnings season and a step down in the speed of the domestic economy is likely in the current quarter.

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Ep. 59: Exposing the Supply Chain Security Nightmare

Ep. 59: Exposing the Supply Chain Security Nightmare

In today’s podcast, Tematica’s Chris Versace discusses with Interos Solutions CEO and President Jennifer Beisceglie how the downside of the operational focus on the supply chain has kicked the door wide open for bad actors to exploit it in the form of cyber and other attacks. Listen now

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Ep 58: Why Boxed is a Takeout Candidate

Ep 58: Why Boxed is a Takeout Candidate

  Download Episode   Amid the ups and downs of the stock market, it comes as little surprise to us here at Tematica that thematically well-positioned companies are M&A takeout candidates. We’ve seen it before, and odds are we will see it again. If you’ve been listening to CNBC or FOXBusiness, we are once again […]

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Brookdale Senior Living: are its thematic tailwinds enough to earn a buy rating?

Brookdale Senior Living: are its thematic tailwinds enough to earn a buy rating?

Brookdale Senior Living is a company that is positioned to benefit from our Aging of the Population investment theme. But we must determine whether those thematic tailwinds are enough for its stock to earn a buy rating at this point in time.

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Ep. 52: Should You Be Worried About the Return of Volatility?

Ep. 52: Should You Be Worried About the Return of Volatility?

It’s been quite a quick, volatile ride in February — unlike anything we’ve seen in more than a year. We’ve gone from overbought to oversold and back to overbought again, but with volumes 22% lower on the move back up than during the slide down. It would seem not everyone is convinced the rebound will stick.

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Black Friday Clicks vs Bricks

Black Friday Clicks vs Bricks

In this week’s episode of the Cocktail Investing Podcast, hosts Lenore Hawkins and Chris Versace digest all of the data coming in from the official start of the 2017 Holiday Shopping Season and the shakeout between the brick and mortar retailers versus the impact of online sales.

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The Rise and Fall of the Middle-Class Part 1

The Rise and Fall of the Middle-Class Part 1

The expanding global middle class will account for nearly half of all consumption in the coming years. In this week’s podcast episode we discuss the where and why behind this new middle-class and how it is reshaping industries and business models at Amazon (AMZN) and General Motors (GM) to McCormick & Co. (MKC) and many, many more

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