Weekly Issue: Many Confirming Data Points from Retail Sales Report

Weekly Issue: Many Confirming Data Points from Retail Sales Report

The April Retail Sales report offered a number of confirming data points for several of our investment themes and a number of positions on the Tematica Investing Select List. We also preview what we’ll be listening for in upcoming earnings from Applied Materials (AMAT), and share what Apple (AAPL) CEO Tim Cook had to say about original content and Apple.

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Here’s what we’ll be watching for at today’s Apple special event

Here’s what we’ll be watching for at today’s Apple special event

Several of the Disruptive Technologies investment theme companies on the Tematica Select List will play a key role in the Apple Special Event scheduled for Tuesday, September 12th, even if the companies themselves are never mentioned. With expectations once again running high ahead of this Apple event, here’s what we’ll be watching for as it pertains to the Tematica Select List.

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Cocktail Investing Ep. 24: As Amazon becomes the Death Star of retail, the Fed still looks for inflation in a deflationary world

Cocktail Investing Ep. 24: As Amazon becomes the Death Star of retail, the Fed still looks for inflation in a deflationary world

Amazon (AMZN) on the heels of whirlwind announcements from its acquisition of Whole Foods (WFM) to Nike (NKE) now selling some of it products directly to the online giant, the once internet-only giant is now THE poster child for thematic investing.

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Is a Safer, More Entertaining and Eventually Autonomous Car Near?

Is a Safer, More Entertaining and Eventually Autonomous Car Near?

It seems every day we hear about the inevitability of the autonomous car with many hoping that it will usher in a new area of safety. Globally, road crashes are the 9th leading cause of death. Clearly, there is room for improvement and Apple’s (AAPL) CEO Tim Cook agrees, citing the auto industry as ripe for a major disruption in a recent interview.

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Cocktail Investing Ep. 23: The Evolution of the Safer, More Entertaining and Eventually Autonomous Car

Cocktail Investing Ep. 23: The Evolution of the Safer, More Entertaining and Eventually Autonomous Car

To better understand the evolution of the smarter vehicle, Tematica Research’s mixologists Chris Versace and Lenore Hawkins spoke with Ted Cardenas, Senior Vice President of Marketing, Car Electronics Division at Pioneer Electronics Corp (PNCOY).

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Apple CEO Tim Cook Thinks Disruptive Technology Augmented Reality is a ‘Huge’ Idea 

Apple CEO Tim Cook Thinks Disruptive Technology Augmented Reality is a ‘Huge’ Idea 

We’ve heard quite a bit over the last year when it comes to one burgeoning aspect of our Disruptive Technology investing theme – virtual reality (VR). There are a few flavors of VR, including Augmented Reality, which took the globe by storm with Pokemon Go. With Pokémon Go recently breaking a financial milestone – reaching one […]

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Speaking with Wealth TV on the Apple Tax Charade

Speaking with Wealth TV on the Apple Tax Charade

On May 22nd, I spoke with Graham Ledger on Wealth TV about the horrific show the Senate put on in an attempt to shame Apple for not voluntarily paying more in taxes than it required by the tax code by implying inappropriate corporate behavior. The Daily Ledger Chewing Up Apple from One America News Network […]

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