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

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Facing Reduced Market Visibility
While equity markets resumed their upward trend this week, with most of the major indices up over the past five days, trade and tariff tensions came to a boil exiting the week. Bond markets are less confident as the yield curve continues to flatten.
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Weekly Wrap: Navigating The Emerging New Market Dynamic
The trade-war-induced market turbulence continued, but with a new twist as technology stocks got pulled into the battle. Investors had previously treated tech stocks as relatively immune, from the trade tirades between China, Europe, US and Canada.
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Adidas Is Added To The Growing List Of Retail Cyber Hacks
Adidas revealed that it has come under attack from cybercriminals looking to steal personal information. The company said it discovered the problem on Tuesday (June 26).
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Weekly Wrap: The Bond Market Isn’t Buying The Booming Economy Narrative
This week was again all about the trade war heating up between China and the US as well as internal political tensions as the Senate voted to reinstate the ban on ZTE sales, a clear challenge to President Trump.
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Weekly Wrap: Goldilocks Expectations Are Meeting Up Against Some Tough Realities
This week it was all about the politics and the market wasn’t too keen on what transpired, despite some positive surprises on the economy.
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Emerging Markets Lag In Internet Access
The latest report from eMarketer serves to inform over the disparity between internet access in the developed and developing economies, but we see it more as confirming our Rise of the New Middle Class investing theme.
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STOCKS I FOLLOW

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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Fortham University
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1992 / 1995
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