We’re coming to you a tad earlier than usual this week, given the Thanksgiving holiday that historically has led to reduced trading volumes as Wall Street essentially takes a four day weekend before the final sprint to the end of the year.
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As the Trump Trade propels the market higher, some indices have become overbought, we are adding an ETF to the Select List.
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Markets are in tumult today because the degree of confidence in estimating the difference between candidate Trump and President Trump is larger than for any other presidential candidate in modern history.
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While we continue to see thematic tailwinds blowing, several market headwinds are likely to restrain much of any progress in the coming days — a recipe that calls for staying on the sidelines for the time being.
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Growing up on Long Island in the 80’s in a small town out on the North Fork called Mattituck there was a furniture store along a fairly busy street (busy for Mattituck standards). One day the owner decided to sell some used bikes out front. They sold quickly. Then he sold another bike, and another, and another, […]
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This article in the Wall Street Journal talks about the new mall, one driven by our need and desire for an experience, even when shopping. It’s no longer about price or selection when you head the mall, it’s about the experience when you’re there. In our thematic world, this is an extension of the Content is […]
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Following Amazon’s Prime Fresh and Walmart’s teaming with Uber and Lyft for grocery delivery, the intersection of Content is King and the Connected Society is driving a shift in where and how people buy groceries and ingredients. Much like other industry shaking events associated with the Connected Society, this will have a profound impact on […]
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While the “bad news is good news” move in the market over the last few days is decidedly more enjoyable than those gut-wrenching market falls of late, it’s like a party that goes on for too long; at some point someone has to turn off the music, close up the bar and call it a […]
read more »The calendar has officially turned to Fall here in the United States. Of course, on the East Coast, where Tematica is based, we’ve had days that haven’t felt much different than the dog days of summer. But the level of pumpkin-spice “everything” in the stores is what we call a “confirming data-point” for the changing […]
read more »The odds are pretty high that your home or office has at least one Apple device if not more. A new report from the digital media analytics company comScore suggests that Apple’s iPhone has continued to grow its lead in the U.S. smartphone market, with just over 44 percent share of all American smartphone users […]
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