Thematic Investing
Contributor's Links: Tematica Research

We see Investment themes at work and at play every day in the economy — oftentimes across industries and categories — and other aspects of day to day life. It is the opposite of the typical Wall Street approach to research, which oftentimes overly focuses on a single industry at a ... more


Weekly Wrap: As Investors Remain Complacent, Insiders Are Cashing In Their Shares
Historically volatile September is so far a Steady Eddie as markets regain optimism with calming trade wars. Insiders, however, are selling.
Weekly Wrap: September Living Up To Its Reputation As The Market Gets Punched This Week
Tuesday was the first day of trading in what is typically the most challenging month for U.S. equities, particularly in years with mid-term elections and prospects for a yet another escalation in the current trade war.
Weekly Wrap: Momentum Is Going Up Up Up, Albeit With A Lot Less Conviction
You’ve heard this one before, right? Equity markets are making new highs while volatility continues to be exceedingly low. Here are a few thoughts as we exit the summer and head into the final months of the year.
New Diabetes Solutions Tapping Our Disruptive Innovators And Digital Lifestyle Investing Themes
When it comes to the market that is diabetes we are seeing a number of new products and services that incorporate new or existing technologies to offer an easier consumer experience and make managing diabetes far easier and less painful.
A Middle-Class Squeeze Recipe: Flat Real Wage Growth With Prices Poised To Move Higher
As price increases take hold and interest rates creep higher, it means consumer spending dollars will not stretch as far. Not good for consumers and not good for the economy but it offers support for the Fed to boost rates in coming quarters.
Weekly Wrap: Markets Treading Water While Economic Data Sinks
High valuations go higher as growth resumes its lead in a slowing economy. On August 22nd, this will officially become the longest bull market in history – something very few would have anticipated back in the depths of the financial crisis.


BABA Alibaba
BBRY BlackBerry Ltd
BIG Big Lots Inc.
BIL SPDR Barclays 1-3 Month T-Bill ETF
BXUB Barclays Bank PLC
BXUC Barclays Bank PLC
CNDF iShares Edge MSCI Mltifctr Cnsmr Dcrtnry
CRF Cornerstone Total Return Fund
DDM ProShares Ultra Dow30
DIA SPDR Dow Jones Industrial Average
DLBL Barclays Bank PLC
DLBS Barclays Bank PLC
DOG ProShares Short Dow30
DTUL iPath U.S. Treasury 2-Year Bull ETN
DTUS Barclays Bank PLC
DTYL Barclays Bank PLC
DTYS Barclays Bank PLC
DUSA DUSA Pharmaceuticals Inc.
DVN Devon Energy Corporation
DXD ProShares UltraShort Dow30
EDV Vanguard Extended Duration ETF
EEH ELEMENTS Linked to the SPECTRUM Large CAP U.S. Sector Momentum Index
EGF BlackRock Enhanced Government Fund Inc.
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Work Experience


Fortham University
1992 / 1995