WEEKLY ISSUE: Is Inflation Rearing Its Ugly Head or Not?

WEEKLY ISSUE: Is Inflation Rearing Its Ugly Head or Not?

Earlier this morning we received the January Consumer Price Index (CPI), one of the closely watched measures of that now dirty word – inflation. As a quick reminder, the market swings over the last two weeks were ignited by the headline wage data in the January Employment Report, as well as other signs, such as rising freight costs. This topic of resetting inflation expectations and what it may mean for the Fed and interest rates has been a topic of conversation amongst all investors this week.

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Earnings from Apple, Amazon, Alphabet and UPS lead to several price target changes… and not all of them are moving higher

Earnings from Apple, Amazon, Alphabet and UPS lead to several price target changes… and not all of them are moving higher

After yesterday’s mixed earnings blitzkrieg that featured results from Apple, Amazon, Alphabet/Google and United Parcel Services, we’re boost several price targets and trimming one.

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This week’s earnings season game plan

This week’s earnings season game plan

As earnings season for the Tematica Investing Select List heats up, in this post we break down what we’ll be watching in reports from six holdings in the coming days. In particular, given the recent melt-up in the market that has been fueled in part by favorable fundamentals and 2018 tax rate adjustments, we detail what we’ll be hoping to hear from these key companies and their forecasts for the coming quarter and beyond.

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WEEKLY ISSUE: CES 2018 Delivers for the Tematica Investing Select List

WEEKLY ISSUE: CES 2018 Delivers for the Tematica Investing Select List

2018 is off to a solid start and several positions on the Tematica Investing Select List are benefitting — as expected — from the announcements at CES 2018

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Fighting the Connected Society, CVS Health expands out of the store with CVS vending machines

Fighting the Connected Society, CVS Health expands out of the store with CVS vending machines

We are seeing another sign of brick & mortar retailers embracing creativity to expand their business beyond the physical store format. While this could lend a helpful boost to the shift to mobile payments from credit and debit cards, we see it more as retailers contending with headwinds associated with our Connected Society investing theme. […]

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May Data From ADP and Challenger Offer Confirmation for Several Tematica Select List Positions

May Data From ADP and Challenger Offer Confirmation for Several Tematica Select List Positions

The latest May jobs creation and cuts reports confirms out views on several Tematica Select List positions

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