WEEKLY ISSUE: Shedding Dycom Shares, Remaining Bullish on UPS and Facebook

WEEKLY ISSUE: Shedding Dycom Shares, Remaining Bullish on UPS and Facebook

Our latest weekly issue of Tematica Investing sees us shedding one position, but offers confirming data points for several others on the Tematica Select List.

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WEEKLY ISSUE: A Company in Transition Can Be an Opportunity When the Time is Right

WEEKLY ISSUE: A Company in Transition Can Be an Opportunity When the Time is Right

Historically September has been one of the worst performing months for the market, and given our concerns about earnings expectations vs. the market’s valuation, the pending normalization of the Fed’s balance sheet and speed of the economy not to mention continued drama in DC and North Korea, we want to dress the investing table properly ahead of entering the last month of the quarter.

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WEEKLY ISSUE: Confirming Thematic Data Points Coming At Us In Spades

WEEKLY ISSUE: Confirming Thematic Data Points Coming At Us In Spades

We are in the thick of things this week, amid several hundred earnings reports, anxiously awaiting the latest Fed commentary coming out of its monetary policy meetings, and of course, there all that is coming out of Washington D.C. these days. In this week’s issue we walk through the implications of each as well as dig into thematic data points coming out of earnings reports.

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Market finally catches up to reality — something we’ve warned about since the Trump Trade took off

Market finally catches up to reality — something we’ve warned about since the Trump Trade took off

Spring has brought a different kind of fresh air to the stock market as expectations for both GDP and earnings are starting to be revised lower, and odds are there is more to come. We’ll continue to be patient and focus on thematics, with the intent of using any market weakness to add new positions to the Tematica Select List and scale into existing ones where it makes sense.

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Hope and enthusiasm can only carry the market so high for so long

Hope and enthusiasm can only carry the market so high for so long

Keeping in mind the Fed has a knack for boosting interest rates at the wrong time, and it increasingly looks like Trump’s fiscal policies will take longer than expected to take hold and boost the economy, we continue to tread prudently and cautiously in the near-term.

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Revisiting Position Ratings as the Stock Market Grinds Higher

Revisiting Position Ratings as the Stock Market Grinds Higher

Since our last issue, the stock market continued to move higher on the news that President Trump will soon be sharing his tax overhaul plan and Fed Chairwoman’s Yellen’s congressional testimony yesterday.

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As the market scales new heights, we review our current holdings

As the market scales new heights, we review our current holdings

As quarterly earnings season moves into full swing we begin to digest all the backward-looking results and put the puzzle pieces of the forward corporate commentary together to assess its impact on our Tematica Select List positions.

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A Wait-and-See Approach as Trump Inauguration and Earnings Cocktail Unfolds

A Wait-and-See Approach as Trump Inauguration and Earnings Cocktail Unfolds

With a 20+ day range-bound market, the presidential inauguration, the velocity of earnings reports picking up, and Eurzozone drama, we’ve opted to see how things unfold over the next several days before making any new moves.

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