Weekly Issue: Continued Volatility Puts Us in a Holding Pattern
With volatility picking up day to day during the summer doldrums, with prospects for more, we’re in a holding pattern until next week’s IHS Markit Flash PMI data for August.
read more »
Ep 73: Can the Market Continue Its Run Through the End of 2018?
From contagion concerns spilling over from Turkey to escalating tariffs between the US and China, more signs of inflation heating up even as more economic data of late has missed expectations, it’s not the ho-hum end of summer many had been hoping for. That’s why we called in long-time friend Keith Bliss of DriveWealth for a conversation on all of those things as well as where he sees the markets heading by year end.
read more »
Hyatt Hotels looks to capitalize on Asia’s rising middle class
One of the central tennants of our thematic lens is that changing landscapes in economics, demographics, psychographics, and technology impact business models, creating opportunities and risks. Investors should focus on those companies that pivot their businesses to capitalize on those opportunties, and we’re seeing Hyatt Hotels and its lodging competitors as they captialize on our […]
read more »
China’s rising middle class is re-shaping the cruise industry
Confirmation of our investment themes can come from a variety of places, including CEO interviews and how we love it when they do just that. The cruise industry is benefitting from several thematic tailwinds, including the Aging Population as well as Affordable Luxury, but it’s the push-pull inside our Rise & Fall of the Middle […]
read more »
WEEKLY ISSUE: Adding back a specialty contractor to Select List
As the market flip flops on trade negotiations with China and North Korea, we are adding back a specialty contractor that is poised to prosper from the pending 5G network buildout. We also share why we’re sticking with Applied Materials shares and dig through LendingClub shares as part of our Cash-strapped Consumer investing theme.
read more »
Record $25 Billion on Alibaba’s Singles’ Day and Most was Mobile
Our Rise and Fall of The Middle Class investing theme was front and center as Alibaba’s Singles Day blew away Black Friday in the U.S., with about 90% of those sales done via mobile, illustrating the power of our Connected Society investing theme.
read more »
Special Alert: Apple added to the Tematica Investing Select List
Apple reports 3Q 2017 results this week. The focus will be on the company’s guidance not only on iPhone production commentary, but the timing around these models being launched in other markets. We see the Apple story far from over and are using this opportunity to make a move on the shares with an aggressive price target.
read more »
Japan, China, and the U.S. working-age populations a headwind to global growth
A new report from Deloitte highlights one of the downsides of our Aging of the Population theme – the simple fact that economic growth is tied to the number of working-age people in a country’s population. Given prospects for a rising working population, India is widely expected to be the driver of global growth in […]
read more »
Obesity, diabetes rises Africa thanks to fast food. — Quartz
As the incomes have risen in emerging economies, quick service restaurants ranging from KFC and Pizza Hut at Yum Brands to McDonald’s, and Burger King among others have looked to capitalize on this. What this means is our Fattening of the Population theme is global in nature and is expanding past China into India and […]
read more »
Volvo’s switch toward electric vehicles to will start in China
We expected the playing field in electric vehicles to become more competitive as a growing number of manufacturers looked to challenge Tesla (TSLA). Given the Rising Middle-Class and level of pollution in China — according to the Chinese Ministry of Health, industrial pollution has made cancer China’s leading cause of death — we are not […]
read more »