Ep. 59: Exposing the Supply Chain Security Nightmare

Ep. 59: Exposing the Supply Chain Security Nightmare

In today’s podcast, Tematica’s Chris Versace discusses with Interos Solutions CEO and President Jennifer Beisceglie how the downside of the operational focus on the supply chain has kicked the door wide open for bad actors to exploit it in the form of cyber and other attacks. Listen now

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WEEKLY ISSUE: Earnings and Washington Drama Take Center Stage

WEEKLY ISSUE: Earnings and Washington Drama Take Center Stage

While the earnings reports we’ve received thus far have been encouraging, in sifting between the headlines there are some reasons to be concerned and as we get the bulk of this week’s reports today and tomorrow, we suspect more concerns will bubble to the top. 

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WEEKLY ISSUE: Adding 2 new positions as part of our Cashless Consumption and Food with Integrity themes

WEEKLY ISSUE: Adding 2 new positions as part of our Cashless Consumption and Food with Integrity themes

During our downtime last week, we’ve rolled up our thematic sleeves and today we are adding two new positions to the Tematica Select List as part of our Cashless Consumption and Food with Integrity investing themes.

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WEEKLY ISSUE: As April starts off more like March than January and February, we tighten up several price targets

WEEKLY ISSUE: As April starts off more like March than January and February, we tighten up several price targets

It looks like April is at least starting off more like March than January or February. As we discussed in this week’s Monday Morning Kickoff, we are in what we call No Man’s Land — that time period after the quarter close and before companies start reporting their earnings. It tends to be a time of reduced trading volume, something we’ve seen at both NYSE and Nasdaq listed stocks, as investors wait for tell-tale signs of what’s to come. Another way to phrase it is to say they are waiting for the first signs of what is likely to come.

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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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