Weekly Issue: The Changing Mood of the Market

Weekly Issue: The Changing Mood of the Market

The stock market continues to grapple with several headwinds across the geopolitical, economic and economic landscapes. Near-term the changing market mood will be challenging, but we continue to receive favorable signals that confirm our thematic approach.

read more »
Growing focus on Amazon’s private label potential

Growing focus on Amazon’s private label potential

During the summer, we here at Tematica spoke at length on the growing number of private label products and brands at Amazon (AMZN). Having seen the strategy work at a number of other retailers, like Costco Wholesale (COST), Kohl’s (KSS), Wal-Mart (WMT) and even JC Penny (JCP), we see it as “expected” that Amazon would […]

read more »
Off-price retailers – another thorn in the side of department stores

Off-price retailers – another thorn in the side of department stores

A new report from Moody’s reinforces the negativity surrounding department stores like Macy’s (M), JC Penny (JCP) and Nordstrom (JWN). Unlike most that focus on the shift to digital commerce that is part of our Connected Society theme, Moody’s adds a perspective that meshes extremely well with our Cash-Strapped Consumer and Rise & Fall of the […]

read more »
How much time will Wegmans new store buy mall operators?

How much time will Wegmans new store buy mall operators?

Over the last few quarters, we’ve been rather vocal here at Tematica about the “transformation” at malls across the U.S. as part of the headwind that many brick & mortar retailers are facing “thanks” to our Connected Society theme. The move by Wegmans is a new one, but it also underscores the types of changes […]

read more »
May Data From ADP and Challenger Offer Confirmation for Several Tematica Select List Positions

May Data From ADP and Challenger Offer Confirmation for Several Tematica Select List Positions

The latest May jobs creation and cuts reports confirms out views on several Tematica Select List positions

read more »
As earnings move into the fast lane, things are likely to get bumpier

As earnings move into the fast lane, things are likely to get bumpier

We have been talking about volatility for several weeks, and while we take solace in knowing that the herd is catching up, we’re not exactly thrilled the latest data suggests there is more revising to be done. With market volatility picking up as earnings velocity takes off, we are keeping our inverse ETF position intact, maintaining our short bias on two positions and scaling into another position.

read more »
The Data Says Steady as She Goes

The Data Says Steady as She Goes

With the herd taking a bullish view — despite the hard data we’ve been getting that calls for a rest in expectations for both 2017 earnings and GDP forecasts — we’ll continue to stay the course, which demands protective measures while we look for opportunities for investments.

read more »
Adding more protection, but also taking advantage of YouTube’s misfortune

Adding more protection, but also taking advantage of YouTube’s misfortune

As the markets get bumpy, we not only add another protective position, but we also add a one new option call in this main Connected Society player. 

read more »
As the market mood turns sour, we continue to favor our short positions

As the market mood turns sour, we continue to favor our short positions

With the mood of investors starts to turn sour as everyone realizes the Trump policies will take some time to implement — if at all — we continue to favor our short positions.

read more »
The Fed Hikes Rates, But We’re Positioning for the Coming Fallout

The Fed Hikes Rates, But We’re Positioning for the Coming Fallout

The Fed’s inflation-focused rate hike yesterday is poised to crimp consumer spending at the margin and hit an auto market that is already starting to deal with an aging demand cycle.

read more »