Tematica Investing: Thematic Tailwinds for 2019 and Scaling into AXON

Tematica Investing: Thematic Tailwinds for 2019 and Scaling into AXON

The thematic tailwinds associated with our 10 investment themes will continue to blow hard in 2019 and we will continue to focus on those companies that are capitalizing on those tailwinds and driving profit growth. In that light, we are using the market pullback to add to Axon Enterprises, the Safety & Security Thematic Leader, which will drop the cost basis considerably.

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Tematica Options+: A Thematic Look at 2019 and a New Option Trade

Tematica Options+: A Thematic Look at 2019 and a New Option Trade

As the stock market enjoys a strong start to 2019, a number of issues remain ahead of it that will likely lead to a challenging December quarter earnings season. At the same time, the thematic tailwinds associated with our 10 investment themes will continue to blow hard in 2019 and we will continue to focus on those companies that are capitalizing on those tailwinds and driving profit growth. We using the market pullback to add to Axon Enterprises, the Safety & Security Thematic Leader, which will drop the cost basis considerably. We are also adding a call option play on Del Frisco’s (DFRG) shares.

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Weekly Issue: Looking Around the Bend of the Current Rebound Rally

Weekly Issue: Looking Around the Bend of the Current Rebound Rally

We’ve closed the books on a painful November, and while progress on the US-China trade front is popping the stock market today a number of issues remain that will likely come into focus as the relief rally fades. We recap the Thanksgiving through Cyber Monday holiday shopping, a boon for our Digital Lifestyle investing theme and discuss what investors should be watching this week as we kick off the last month of the trading year.

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Weekly Issue: Economic reality is catching up with the stock market

Weekly Issue: Economic reality is catching up with the stock market

As expected economic reality is catching up with the stock market, leading to another volatile week as investors reset expectations. With more of the same likely on tap next week, I’m sitting back and collecting earnings-related data points to update our investing mosaic using our thematic lens as the risk to reward in stock prices becomes more favorable.

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WEEKLY ISSUE: Confirming Data Points for Apple and Universal Display

WEEKLY ISSUE: Confirming Data Points for Apple and Universal Display

We’ve got a full issue this week as we tackle the findings of the recent flash ISM Report and the Business Roundtable survey, get ready for the Fed’s expected rate hike later today and share one of the bigger changes taking place at S&P that will reverberate through mutual funds and ETFs. All that plus some good news for our AAPL and OLED shares.

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Building on the Thematic Leaders with a call position in this Disruptive Innovator company

Building on the Thematic Leaders with a call position in this Disruptive Innovator company

Over the last few days we were stopped out of two call options positions, but we are adding a new one for Universal Display to the fold that includes last week’s addition of Altria calls

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Introducing The Thematic Leaders

Introducing The Thematic Leaders

Following the recasting of our investing themes over the last several, we are introducing The Thematic Leaders, which crystallize and embody their respective thematic tailwinds.

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