Ep 69: Trump, Putin, Amazon Prime Day and the importance of 2Q 2018 earnings season

Ep 69: Trump, Putin, Amazon Prime Day and the importance of 2Q 2018 earnings season

One of the largest self-created holidays known to man – Amazon’s Prime Day — as well as the competitive response that has emerged for retailers, the geo-political and trade happenings over the last few weeks and how a global slowdown has ratcheted up risk even as the US stock market continues to march higher, and concerns for the upcoming earnings season and a step down in the speed of the domestic economy is likely in the current quarter.

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Ep 58: Why Boxed is a Takeout Candidate

Ep 58: Why Boxed is a Takeout Candidate

  Download Episode   Amid the ups and downs of the stock market, it comes as little surprise to us here at Tematica that thematically well-positioned companies are M&A takeout candidates. We’ve seen it before, and odds are we will see it again. If you’ve been listening to CNBC or FOXBusiness, we are once again […]

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Ep. 52: Should You Be Worried About the Return of Volatility?

Ep. 52: Should You Be Worried About the Return of Volatility?

It’s been quite a quick, volatile ride in February — unlike anything we’ve seen in more than a year. We’ve gone from overbought to oversold and back to overbought again, but with volumes 22% lower on the move back up than during the slide down. It would seem not everyone is convinced the rebound will stick.

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Cocktail Investing Ep. 7  – Crude Tumbles, Jobs, Inflation and the Fed as More People Stop Fighting Obesity? Say What?

Cocktail Investing Ep. 7  – Crude Tumbles, Jobs, Inflation and the Fed as More People Stop Fighting Obesity? Say What?

In this week’s program, Tematica’s cocktail mixologists, Chris Versace and Lenore Hawkins not only recap, but also scrutinize the rash of conflicting economic data that has put a pause in the stock market’s move higher. Some data points to an improving economy, while others have led the Atlanta Fed to dramatically cut its GDP forecast for the current quarter.

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Cocktail Investing Ep 6: The growing divide between the hard & the soft economic reports, boxed.com CEO Chieh Huang

Cocktail Investing Ep 6: The growing divide between the hard & the soft economic reports, boxed.com CEO Chieh Huang

In this week’s program, Tematica’s cocktail mixologists, Chris Versace and Lenore Hawkins talk about everything from the market’s reaction to Trump’s speech before Congress to the widening divide between the real hard economic data reports coming in, and finally an in-depth conversation with boxed.com CEO Chieh Huang

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