China’s Growing List of Billionaires Fuel our Emerging Ultra-Wealthy Investing Theme

China’s Growing List of Billionaires Fuel our Emerging Ultra-Wealthy Investing Theme

Ask most people and they will likely think that China is one of the key countries fueling the Rise part of our Rise & Fall of the Middle Class investing theme. Given the population size and rising disposable incomes that’s rather true, but digging into things most are surprised to find that China is also […]

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Pie Tops Sneakers Are More Sizzle Than Steak

Pie Tops Sneakers Are More Sizzle Than Steak

On this week’s Cocktail Investing, we touch on issues that are plaguing fast food restaurants, better known as quick service restaurants. While some might focus on improving the food or getting in tune with consumers that are shifting their preferences more in line with our Food with Integrity investing theme, some QSRs like Pizza Hut, […]

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Cocktail Investing Ep 3: Trump, Infrastructure and Bill Sandbrook of US Concrete

Cocktail Investing Ep 3: Trump, Infrastructure and Bill Sandbrook of US Concrete

Data captured by Google Android to manufacture custom clothing, Facebook increasingly moving toward video programming, and 428 “shovel ready” projects spells opportunity for infrastructure player US Concrete (USCR) President and CEO Bill Sandbrook.

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$100 Billion in Online Grocery Sales by 2025 Raises Competitive and Logistics Questions

$100 Billion in Online Grocery Sales by 2025 Raises Competitive and Logistics Questions

Each month it seems we get more data points that confirm the accelerating shift toward digital shopping. As we noted in a recent post,  non-store sales accounted for 19 percent of holiday shopping in 2016 vs. 17% in 2015, but the shift is moving way past holiday shopping. Amazon is moving into fashion, groceries and […]

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Consumers Spend More in December, But Ouch Those Revolving Debt Levels Sure Could Hurt

Consumers Spend More in December, But Ouch Those Revolving Debt Levels Sure Could Hurt

This morning the US Bureau of Economic Analysis published its take on Personal Income & Spending for December. We’re rather fond of this monthly report given the data contained within and the implications for several of our investment themes, including Cash-strapped Consumers as well as Affordable Luxury and the Rise & Fall of the Middle […]

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Reaping Profits and Sowing Them Into Calls on Burritos and an Online Pet Play

Reaping Profits and Sowing Them Into Calls on Burritos and an Online Pet Play

After an upward move over the last few months, the market is once again seesawing following a growing number of uncertainties and concerns, particularly as even more concern has bubbled up over the Retail sector. On the heels of Gap’s (GPS) gloomy outlook, Macy’s (M) citing slow mall traffic as it slashed full year earnings to $3.15 – $3.40 per share, down from an earlier projection of $3.80 to $3.90 per share.

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Booking gains as the market’s expected reversal comes to roost

Booking gains as the market’s expected reversal comes to roost

We’ve seen quite the reversal in the stock market over the last several trading days, which saw the market down four of the last five days. In that time, the Dow Jones Industrial Average and the S&P 500 have fallen nearly 2 percent, while the tech heavy Nasdaq Composite Index is down more than 3.5%, thanks to renewed concern with Apple (AAPL). 

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Bear Markets Ahead?

Bear Markets Ahead?

The third quarter ended with all the major indices in the red for 2015, with small cap stocks as well as the industrials delivering the weakest performances… so the big question is are bear markets ahead? Every sector also ended the quarter in the red for the year, with the one exception of Consumer Discretionary, which barely […]

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