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.

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Caution still warranted as we book a big win with Chipotle

Caution still warranted as we book a big win with Chipotle

We are booking a hefty win in our Chipotle calls this week, putting the initial capital and big profits into the war chest as we wait out the next leg of the September quarter earnings season, the one that wiped out most of the market’s year to date gains.

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