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.”

More Margin Pressure Ahead
23 Mar

More Margin Pressure Ahead

The era of low-to-zero interest rates on top of struggling household income levels led to the proliferation of zero-rate financing on everything from cars to hot tubs to luggage and electronics. With the Federal Reserve raising rates amidst less than robust retail sales, rising credit card balances and weak income growth, retailers will be pressured to […]

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20 Mar

▶ PreMarket Prep for March 20: Financials slow on Friday’s quad witch close; More order flow Insight by Benzinga’s PreMarket Prep

On today’s show Joel and Dennis talk about how order flow played a part in Friday’s volatile close. Later the hosts discuss the upside for NKE, DIS, and OLED with Chris Versace and get the Nitrous Scan’s read on a few securities with Monday regular Tommy LackeyFeatured guests:Chris Versace, Chief Investment Officer at Tematica Research […]

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More U.S. Households Now Have Netflix Than a DVR… Who Even Has a DVD Player Anymore?
17 Mar

More U.S. Households Now Have Netflix Than a DVR… Who Even Has a DVD Player Anymore?

The power of streaming the content you want, when you want it on the device you prefer is not to be underestimated. It’s been a sea-change in how people consume content, and that has led to a shift in the hardware that people use. With Netflix outstripping digital video recorders (DVRs), we have to question […]

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JAMA Study Supports Consumer Shift to Our Foods with Integrity Investing Theme
17 Mar

JAMA Study Supports Consumer Shift to Our Foods with Integrity Investing Theme

We are always on the lookout for confirming as well as contradicting data points for our 17 investing themes across a variety of sources. It’s always great to uncover one that hits the bullseye and this week the Journal of the American Medical Association (JAMA) did just that with our Foods with Integrity theme. As the […]

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GE Appliances Joins the Dash Replenishment Program as Amazon Removes Yet More Buying Friction
17 Mar

GE Appliances Joins the Dash Replenishment Program as Amazon Removes Yet More Buying Friction

Whether its running out of dryer sheets, laundry detergent or even fabric softener, it’s one of those things that we tend not to think about until it’s too late. It usually means a quick run to store to grab some before that laundry pile gets too out of control. Feeling your pain, GE Appliances has […]

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IDC Sees Another Hockey Stick Growth Curve in VR Hardware, but…
17 Mar

IDC Sees Another Hockey Stick Growth Curve in VR Hardware, but…

We’ve been hearing the rumble over virtual reality (VR) grow over the last several months, and now research firm IDC is calling for significant growth in VR shipments over the next five-years. While we can see a growing list of applications, from home repair to healthcare and education, we have to admit it’s rather rare […]

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McDonald’s finally adds mobile ordering, but with a big drawback
16 Mar

McDonald’s finally adds mobile ordering, but with a big drawback

Source: McDonald’s, late to mobile ordering, seeks to avoid pitfalls | Reuters McDonald’s Corp has begun testing its long-awaited U.S. mobile ordering app, with the goal of avoiding the kinds of service hiccups that have haunted digital debuts by companies such as Starbucks Corp.Digital ordering has been challenging for many restaurant chains and their customers. […]

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A glimpse of SNAP’s future:  GoPro realizes smartphones do exactly what its cameras do
16 Mar

A glimpse of SNAP’s future:  GoPro realizes smartphones do exactly what its cameras do

In an interview with CNBC on Thursday, CEO Nick Woodman said the company had realized one crucial error it made since it went public in 2014.”We failed to make GoPro contemporary and failed to align GoPro to the smartphone movement,” Woodman said. “The smartphone has set a new bar for convenience” and for how much work […]

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