Weekly Issue: A Number of Our Thematic Leaders Well Positioned for the Holidays

Weekly Issue: A Number of Our Thematic Leaders Well Positioned for the Holidays

Ahead of the Thanksgiving holiday, the stock market continued to take several gut punches this week, which erased the market’s year to date gains. While we saw this coming, it’s still a tough pill to swallow, but we’ll be patient and prepared as we listen to the confirming data that are our Thematic Signals. Inside this issue, we chart the key items to watch over the coming days, including Black Friday to Cyber Monday, the upcoming Fed minutes and the G20 Summit face-off between the US and China. We also take a look at WATT shares.

read more »
Weekly Issue: Looking for Trump-Proof Companies

Weekly Issue: Looking for Trump-Proof Companies

Amid DC-centric uncertainty back in vogue, we are seeing renewed uncertainty in the market this week. We’ll stick to our thematic knitting, which should Trump-proof the Tematica Investing Select List. We also game out the pending bankruptcy for Toys R Us, the latest but certainly not the last company to fall victim to our Connected Society investing theme.

read more »
Lord & Taylor teams with Walmart to drive digital commerce sales

Lord & Taylor teams with Walmart to drive digital commerce sales

It’s starting to accelerate, the shift to digital commerce from brick & mortar that is part of our Connected Society investing theme, and it’s giving way to some interesting partnerships and business models. In this case, it’s Walmart, traditionally a retailer that meshes with our Cash-Strapped Consumer investing theme, partnering with Lord & Taylor, a retailer […]

read more »