A live concert in Fortnite shows why Netflix is right to be worried

A live concert in Fortnite shows why Netflix is right to be worried

We recently published a Thematic Signal in which we discussed the comment from Netflix management why it isn’t so worried about HBO, but rather Fortnite. If there was any doubt it was put to rest in the form a recent live concert held inside Fortnite that drew “25 times as many people that attended Woodstock in […]

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Weekly Issue: Verizon is bulls up on 5G, paving the way for a Disruptive Innovator Leader position

Weekly Issue: Verizon is bulls up on 5G, paving the way for a Disruptive Innovator Leader position

As earnings season continues, the market catches a positive breather following Apple’s not as bad as it could have been December quarter earnings report. We still have several hundred reports to go, and the preponderance of companies are issuing weaker than expected guidance. As we navigate upcoming reports and puzzle what they mean for 2019 earnings expectation, the Fed will emerge from its latest monetary policy meeting today, and later this week we should learn how the latest round of US-China trade talks went. Verizon is bulls up on 5G, and that along with issues for China mobile company Huawei as well as bullish earnings report from Ericsson pave the way for a solid one from Disruptive Innovator Leader Nokia. That is prompting a call option trade in NOK shares ahead of that earnings report tomorrow.

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Weekly Issue: As earnings season continues, the market catches a positive breather

Weekly Issue: As earnings season continues, the market catches a positive breather

The market catches a positive breather following Apple’s not as bad as it could have been December quarter earnings report. We still have several hundred reports to go, and the preponderance of companies are issuing weaker than expected guidance. As we navigate upcoming reports and puzzle what they mean for 2019 earnings expectation, the Fed will emerge from its latest monetary policy meeting today, and later this week we should learn how the latest round of US-China trade talks went. Verizon is bulls up on 5G, and that along with issues for China mobile company Huawei as well as bullish earnings report from Ericsson pave the way for a solid one from Disruptive Innovator Leader Nokia.

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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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Holograms are changing how doctors learn

Holograms are changing how doctors learn

  There is only so much one can learn from a two-dimensional book, and that is prompting the use of holograms, one of the technologies inside our Disruptive Technologies investing theme, in educational settings. Given the many systems and their inner workings inside the human body, holograms are a natural fit with medicine, and in […]

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Weekly Issue: Looking for Trump-Proof Companies

Weekly Issue: Looking for Trump-Proof Companies

Amid DC-centric uncertainty back in vogue, we are seeing renewed uncertainty in the market this week. We’ll stick to our thematic knitting, which should Trump-proof the Tematica Investing Select List. We also game out the pending bankruptcy for Toys R Us, the latest but certainly not the last company to fall victim to our Connected Society investing theme.

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Earnings from Apple, Amazon, Alphabet and UPS lead to several price target changes… and not all of them are moving higher

Earnings from Apple, Amazon, Alphabet and UPS lead to several price target changes… and not all of them are moving higher

After yesterday’s mixed earnings blitzkrieg that featured results from Apple, Amazon, Alphabet/Google and United Parcel Services, we’re boost several price targets and trimming one.

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Barclays combines Disruptive Technologies with Cashless Consumption for voice payments

Barclays combines Disruptive Technologies with Cashless Consumption for voice payments

Several quarters ago we shared our view that after capacitive touch, voice would be the next interface to watch. We’ve seen adoption growth in smartphones with Apple (AAPL) and Siri, Microsoft (MSFT) and Cortana, and then in intelligent speakers like Amazon’s (AMZN) Alexa powered Echo products. We’ve even read about licensing deals between Amazon and […]

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Voice Recognition Technology Hears Whispers of M&A

Voice Recognition Technology Hears Whispers of M&A

Earlier this month we had CES 2017 in Las Vegas, a techie’s mecca of new whiz-bang products set to hit the market, in some cases later this year, but in others in 2018 and beyond. A person tracking the CES trade shows over the years likely remembers the changes in inputs from clunky keyboards and […]

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Annual Shareholder Meetings Likely to Join the Connected Society and Save ?

Annual Shareholder Meetings Likely to Join the Connected Society and Save ?

Once again we see yet another aspect to our Connected Society investing theme. While many are used to video conferencing for work via Webex and Zoom or increasingly video conversation through Apple’s Facetime, Microsoft’s Skype, Google’s Hangouts and Facebook, the application has found a new home in corporate annual meetings. It used to be that […]

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