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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Expect to Pay More for Your Halloween Candy This Year

Expect to Pay More for Your Halloween Candy This Year

  Supply and demand is always a key factor for commodities be they food, energy, metals or another kind. While oil supply-demand has been the big driver of commodity talk and companies from Kroger (KR) to Sprouts Farmers Market (SFM) are talking food deflation, all may not be well in the candy aisles this Halloween […]

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Falling grocery prices help explain weak restaurant results 

Falling grocery prices help explain weak restaurant results 

Cash-strapped consumers are feeling some extra change in their pockets following continued price declines at “food-at-home” prices over the last several months. Leave it to the government to come up with such a mouthful of a term. This lower cost alternative to eating out helps explain the horrible restaurant traffic and sales results over the […]

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Food Network teaming with Instacart shows increasing reach of e-commerce 

Food Network teaming with Instacart shows increasing reach of e-commerce 

Following Amazon’s Prime Fresh and Walmart’s teaming with Uber and Lyft for grocery delivery, the intersection of Content is King and the Connected Society is driving a shift in where and how people buy groceries and ingredients. Much like other industry shaking events associated with the Connected Society, this will have a profound impact on […]

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Going after Amazon, Wal-Mart to test grocery delivery with Uber and Lyft 

Going after Amazon, Wal-Mart to test grocery delivery with Uber and Lyft 

As we wade deeper into the Connected Society, the largest US grocer better known as Wal-Mart teams with Asset-Lite companies Uber and Lyft to combat Amazon’s Prime Fresh grocery delivery. How long until Kroger, Whole Foods and the like get into the game? Perhaps its more than the mall that might be dead? Wal-Mart Stores […]

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