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


Lamborghini Delivers A Record Number Of Cars In 2017
For all the mixed economic data points we saw regarding the health of the economy, there is one segment that is alive and well and that’s luxury goods.
Will Tax Cuts Translate Into Consumer Spending & Business Investment?
By the time we close the week of Jan. 26, we should have pretty firm indications of the impact of tax reform on 2018 earnings expectations and soon after a clearer picture of where strategists see the S&P 500 going in 2018.
2018 Poised To Be A Much More Interesting Year Than Many Are Expecting
The bulls are fully in charge when it comes to stock indices, a new high after new high with most every country ETF, ex- Mexico, in overbought territory in a rally that looks to be blissfully ignoring what it doesn’t like, seeing only what it does.
What We’ll Be Watching For In The Stock Market In 2018
In a few weeks, we’ll start to get a taste of earnings reports for the fourth quarter, but as forward-looking investors, we are already eyeing how stocks and the market are poised to trade on 2018 earnings.
As GDP Forecast Bob And Weave, The Overall Vector Has Moved Lower With Diminished Velocity
As we get closer to year-end and into 2018, we expect to see a number of price target and earnings forecasts for the major stock market indices, especially the Dow Jones Industrial Average and the S&P 500.
Weekly Wrap: Retail Spending Figures Have The Financial Media Giddy, 
But Just How Strong Is The Consumer?
The biggest driver for the markets in the past week has been the increased likelihood of getting some sort of tax reform bill passed before Christmas.


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