The Rise and Fall of the Middle-Class Part 1

The Rise and Fall of the Middle-Class Part 1

The expanding global middle class will account for nearly half of all consumption in the coming years. In this week’s podcast episode we discuss the where and why behind this new middle-class and how it is reshaping industries and business models at Amazon (AMZN) and General Motors (GM) to McCormick & Co. (MKC) and many, many more

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WEEKLY ISSUE: Nike offers several points of confirmation; Boosting two price targets

WEEKLY ISSUE: Nike offers several points of confirmation; Boosting two price targets

As we close out Q317, Nike’s earnings results reinforce several as our investment themes as well as our recent comments on the dollar.

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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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And the Hacking Continues!

And the Hacking Continues!

With cyber hacking back in the news on several fronts, we make a move to add a Safety & Security thematic holding.

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Adding defensive measures as earnings season brings back volatility

Adding defensive measures as earnings season brings back volatility

Amid the earnings deluge, we’ve gotten a number of confirming thematic data points, and yes, we’re going to share them with you as well as take some defensive measures to protect our current gains.

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As the market scales new heights, we review our current holdings

As the market scales new heights, we review our current holdings

As quarterly earnings season moves into full swing we begin to digest all the backward-looking results and put the puzzle pieces of the forward corporate commentary together to assess its impact on our Tematica Select List positions.

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A Wait-and-See Approach as Trump Inauguration and Earnings Cocktail Unfolds

A Wait-and-See Approach as Trump Inauguration and Earnings Cocktail Unfolds

With a 20+ day range-bound market, the presidential inauguration, the velocity of earnings reports picking up, and Eurzozone drama, we’ve opted to see how things unfold over the next several days before making any new moves.

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