WEEKLY ISSUE: Glass Demand Gets an Apple-Related Boost

WEEKLY ISSUE: Glass Demand Gets an Apple-Related Boost

With glass demand set to rise given Apple’s new smartphone models as well as larger format TVs and fiber to the home deployments, we’re adding a new call position to the Select List.

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SPECIAL ALERT – Adding LSI Industries to the Tematica Investing Select List

SPECIAL ALERT – Adding LSI Industries to the Tematica Investing Select List

Shares of LSI Industries are poised to benefit from post-hurricane rebuilding as well as the overall shift to light emitting diode (LED) lighting vs. conventional lighting technologies.

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While the Apple event was a yawner, it does present opportunity elsewhere

While the Apple event was a yawner, it does present opportunity elsewhere

This week, following the snooze-fest that was the Apple Special event on Tuesday, September 12th, we are adding a new call option position on this display and semi-cap equipment company while we wait for the August Retail Sales report.

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WEEKLY ISSUE: Thematic Tailwinds Blow Strong, Even as Market Fundamentals Bring Concern

WEEKLY ISSUE: Thematic Tailwinds Blow Strong, Even as Market Fundamentals Bring Concern

Even though our concerns over the underlying fundamentals of the market remain — especially amidst this most recent rebound — thematic tailwinds continue to propel several of our positions on the Tematica Select List, particularly those tailwinds for the Cash-Strapped Consumer and Connected Society investment themes.

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Here’s what we’ll be watching for at today’s Apple special event

Here’s what we’ll be watching for at today’s Apple special event

Several of the Disruptive Technologies investment theme companies on the Tematica Select List will play a key role in the Apple Special Event scheduled for Tuesday, September 12th, even if the companies themselves are never mentioned. With expectations once again running high ahead of this Apple event, here’s what we’ll be watching for as it pertains to the Tematica Select List.

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As earnings move into the fast lane, things are likely to get bumpier

As earnings move into the fast lane, things are likely to get bumpier

We have been talking about volatility for several weeks, and while we take solace in knowing that the herd is catching up, we’re not exactly thrilled the latest data suggests there is more revising to be done. With market volatility picking up as earnings velocity takes off, we are keeping our inverse ETF position intact, maintaining our short bias on two positions and scaling into another position.

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