Travel industry to record 2.4 billion international trips by 2030

Travel industry to record 2.4 billion international trips by 2030

A new report from Euro Monitor provides confirmation for prior forecasts calling from continued growth in international travel that is riding the tailwinds of our Rise of the New Middle Class investing theme. Beneficiaries span not just the airlines but also hotels and consumer goods companies as well. We can also see the influence of […]

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WEEKLY ISSUE: Confirming Data Points for Apple and Universal Display

WEEKLY ISSUE: Confirming Data Points for Apple and Universal Display

We’ve got a full issue this week as we tackle the findings of the recent flash ISM Report and the Business Roundtable survey, get ready for the Fed’s expected rate hike later today and share one of the bigger changes taking place at S&P that will reverberate through mutual funds and ETFs. All that plus some good news for our AAPL and OLED shares.

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Ep 73: Can the Market Continue Its Run Through the End of 2018?

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.

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Hyatt Hotels looks to capitalize on Asia’s rising middle class

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 […]

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China’s rising middle class is re-shaping the cruise industry

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 […]

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WEEKLY ISSUE: Adding back a specialty contractor to Select List

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.

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Record $25 Billion on Alibaba’s Singles’ Day and Most was Mobile

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.

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Special Alert: Apple added to the Tematica Investing Select List

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.

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Japan, China, and the U.S. working-age populations a headwind to global growth

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 […]

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