We always love it when organizations catch up to our way of thinking. In this case it’s a reminder that the vector of the global economy is down and its velocity slow . . . a beat we’ve been drumming for weeks here at Tematica Research.

In this week’s edition of Tematica Investing, we dig into the data, including confirmation of our view of the next move by the Fed, as well as:

• More institutions are cutting growth expectations, and we continue to see a capped market with the high probability of earnings revisions to be had for the back half of 2016. We will continue to be selective with new positions, and add to existing ones strategically. Read more >>
• As we start to feel the summer heat, we’re adding two Scarce Resource water plays to the Tematica Contender List: American Water Works (AWK)and Aqua America (WTR). Read more >>
• Updates on Amazon (AMZN), AT&T (T), PetMeds Express (PETS), Starbucks (SBUX) and Disney (DIS). Read more >>

Click the link below to download the full report.