The Trump Trade Continues and Will the Dow Stay Above 20K?

The Trump Trade Continues and Will the Dow Stay Above 20K?

We’re back on the podcast wagon. After a hiatus that lasted more than anyone expected, we’re back with Cocktail Investing, the podcast that in keeping with our thematic perspective here at Tematica helps you distil the key signals to watch when it comes to investing and the economy. If that sounds a little dry, we agree, which is why we’ll mix in some fun, laughs and good humor along the way to make things entertaining and hopefully interesting.

In this episode, we talk about the Dow Jones Industrial Average hitting 20K and the resumption of the Trump Trade, but also share our view on some of the headwinds ahead. Earnings, stock valuations, Eurozone elections and Greek drama as well as potential issues with Trump’s policies. We also tackle the upcoming Chinese New Year and a new bag of Tostitos that combines three of our investing themes – Guilty Pleasure, Disruptive Technology and Connected  Society. Amazon or scary? You decide.

Stocks Mentioned on the Podcast:

  • Adobe Systems (ADBE)
  • Amazon (AMZN)
  • Boeing (BA)
  • BE Aerospace (BEAV)
  • Cemex SAB de CV (CX)
  • General Electric (GE)
  • Granite Construction (BVA)
  • Honeywell (HON)
  • Kraft Heinz (KHC)
  • Lockheed Martin (LMT)
  • McCormick & Co. (MKC)
  • Northrop Grumman (NOC)
  • Rockwell Collins (COL)

About the Author

Chris Versace, Chief Investment Officer
I'm the Chief Investment Officer of Tematica Research and editor of Tematica Investing newsletter. All of that capitalizes on my near 20 years in the investment industry, nearly all of it breaking down industries and recommending stocks. In that time, I've been ranked an All Star Analyst by Zacks Investment Research and my efforts in analyzing industries, companies and equities have been recognized by both Institutional Investor and Thomson Reuters’ StarMine Monitor. In my travels, I've covered cyclicals, tech and more, which gives me a different vantage point, one that uses not only an ecosystem or food chain perspective, but one that also examines demographics, economics, psychographics and more when formulating my investment views. The question I most often get is "Are you related to…."

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