Category Archives: Thematic Signals

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Thematic Signals highlights confirming data points and items to watch for our list of investing themes. Whether it’s a news item, video clip, or company commentary, we’ve included this full list of items literally “ripped from the headlines.”

There is how much sugar in the Christmas Tree Frappuccino from Starbucks?

A friend of mine once said if you don’t put on a few pounds during the holiday season, you’re probably not enjoying yourself. I’ve “suffered” from this most years, but in 2017 Starbucks is making it even easier to do so with its Christmas Frappuccino. The limited edition beverage packs a whopping 420 calories and 50 […]

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Ford and Alibaba to disrupt how cars are sold?

We’ve been rather vocal over the disruption that has occurred due to our Connected Society investing theme but also the disruption yet to be had. We see the potential partnering of Ford and Alibaba supporting our view that the current Retailmegaddon is poised to spread from beyond the mall and brick & mortar retail to […]

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What could go wrong with consumer borrowings back to record levels and a Fed bent on boosting rates?

What could go wrong with consumer borrowings back to record levels and a Fed bent on boosting rates?

Coming out of the Great Recession, consumers scaled back spending to get their financial houses in order, and reduce their outstanding debt that was run up over the prior years. This was prompted in part by the shedding of jobs during the recession that put consumers in a financial bind, and it hit the economy in […]

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Businesses flock to Instagram

The adoption of social media by companies to reach customers, share its wares, drive revenues and build its brands continues. Amid the battle between Facebook and LinkedIn, we are seeing businesses embrace Instagram, in some cases as its only web presence, to reach customers. Even as we peruse Instagram, we are seeing more companies have […]

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Subscription service comes to Volvo’s cars, but how serious is it?

2017 has been a year for subscription services ranging from razor blades, underwear, bacon and smartphones. Now we’re seeing it expand into upper-end cars with Volvo. While this is an interesting twist and includes insurance as well as maintenance, the monthly price point boxes out those in our Cash-Strapped Consumer and most in the Rise […]

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Amazon adds payments to Alexa skill sets

Over the last year, we’ve seen considerable progress in the use of voice interface technology, due in part to the success of Amazon’s (AMZN) Alexa, but also efforts by Alphabet and to a lesser extent Apple. Like most Disruptive Technologies, we are seeing the use cases continue to expand and ripple across our Cashless Consumption […]

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