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.”

Pepsi Q4 2016 earnings beat driven by Foods with Integrity investment theme
15 Feb

Pepsi Q4 2016 earnings beat driven by Foods with Integrity investment theme

PepsiCo Inc reported a better-than-expected quarterly profit, as the company benefited from its cost-cutting programs and higher demand for its healthier beverages and snacks in North America.The company’s shares were up marginally at $107.15 in premarket trading on Wednesday.PepsiCo and other processed-food companies are investing heavily to develop products to meet the changing tastes of […]

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Amazon unveils Chime conference service, taking on CTRX GoToMeeting and MSFT Skype service head on 
14 Feb

Amazon unveils Chime conference service, taking on CTRX GoToMeeting and MSFT Skype service head on 

Amazon is looking to transform just about every industry. Now, the Seattle tech juggernaut wants to reinvent how you conduct meetings and conference calls.Amazon Web Services today unveiled Chime, a new service that it says takes the “frustration out of meetings” by delivering video, voice, chat, and screen sharing. Instead of forcing participants to call […]

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Aspirational Products Drive Affordable Luxury Brands to Blow the Doors Off Mainstream Retail
12 Feb

Aspirational Products Drive Affordable Luxury Brands to Blow the Doors Off Mainstream Retail

  Don’t let all the bad news from domestic brick & mortar retailers cloud your view of the overall retail landscape as it would mislead you into thinking that it was doom and gloom for all retail. Looking at the performance from Affordable Luxury retailers like Kering, LVMH, Burberry and Hermes, that’s certainly not the case. […]

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Cash-strapped Consumers Head Online to Zappos and Others Forcing Payless to Close 1,000 Stores 
12 Feb

Cash-strapped Consumers Head Online to Zappos and Others Forcing Payless to Close 1,000 Stores 

Not much to say here other than Payless is feeling the same heat that is forcing many brick & mortar retailers to reduce their footprint to stem the red ink on their income statements. Given the rise of services like Zappos and other digital shoe commerce platforms, including booming Direct To Consumer sales at Nike […]

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

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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Amazon.com gets intimate as our Cash-Strapped Consumer hooks up with the Connected Society
10 Feb

Amazon.com gets intimate as our Cash-Strapped Consumer hooks up with the Connected Society

Amazon is taking a step into the scariest dressing room on the planet, the place where most of us women dread to go, particularly in the cooler months when we can’t hope for a tan to help us be more comfortable with our least favorite bits. Competitors argue that women won’t want to purchase intimate […]

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China Demand and Supply Shortages Drive Olive Oil Prices to 8-year High
10 Feb

China Demand and Supply Shortages Drive Olive Oil Prices to 8-year High

Olive oil prices are on the move higher due to growing demand from China’s rising middle-class, but also due to weather-related crop shortages and the strength of the US dollar. That combination has sent olive oil prices soaring, with room for more to come. As we’ve seen in the beef industry, shortages can be followed […]

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Osram Scales It’s Disruptive Security Technology for Samsung Smartphones
10 Feb

Osram Scales It’s Disruptive Security Technology for Samsung Smartphones

As we shift more of our digital lives into the smartphone, security becomes increasingly important and that is giving rise to new technologies. Apple brought its TouchID into them mainstream with the iPhone, but Osram is scaling up its infrared iris-scanning technology for Samsung. We’re thinking these disruptive technologies are likely to move past smartphones […]

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