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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GameStop – The Next Expected Victim in the Shift to Digital Downloads

GameStop – The Next Expected Victim in the Shift to Digital Downloads

Much like music, TV and movies, gaming has finally felt the pinch of the shifting preference by consumers (gamers in this case) for digital downloads over the physical cartridges of yesteryear and DVDs. We suspect mobile gaming on smartphones and the ability to download a game as well as play it where/when one wants it […]

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