Retail Sales Data for the Month of May Confirms Several Thematic Investment Themes

Retail Sales Data for the Month of May Confirms Several Thematic Investment Themes

While May Retail Sale disappointed, it confirmed several of our investing themes as well as positions on the Tematica Select List

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Washington’s Attack on Online Advertising Revenues Disguised as Tax Reform

Washington’s Attack on Online Advertising Revenues Disguised as Tax Reform

Investors in some of the high-flying stocks like Facebook and Alphabet that have driven the Nasdaq Composite Index more than 17 percent higher year to date should ponder what an advertising tax could mean to revenues and EPS expectations

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US Over the Top Video Users Approach Saturation Point

US Over the Top Video Users Approach Saturation Point

Streaming video continues to grow as does consumer spending on streaming video services. That trend has led Hulu to drop its free streaming service in favor of a subscription business model. Increasingly Hulu is looking more and more like Content is King company Netflix. How long until there is so much proprietary content that we’ll be thinking once […]

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