Last week, of course, we had the Fed standing firm with interest rates, which the market gladly welcomed with open arms. Then this week, the headlines have been dominated by Monday’s presidential debate, which according to Nielsen, averaged 84 million TV viewers — the most in the history of the debates. Add in the many millions who likely watched it via live streams on the web and you get a pretty hefty number.

Who won the debate?

That’s not a call for us to make. To some extent America won with so many people at least engaged in the process. We could question the motivations of many for tuning in — and frankly if America is really winning at all with this election — but at the very least an informed electorate is a better electorate and that is a good thing.

The reality is, it is going to be a close election, which means the markets will likely continue to move sideways until after the votes are tallied in November and Wall Street and the boardrooms across the country have a better handle on what the landscape will be for the next four years.

That doesn’t mean we’re standing still. 

This week’s issue of Tematica Investing includes:

• HEADING BACK TO THE WAREHOUSE: After being stopped out of our position in Costco (COST) earlier in the year, we’re taking another run at this Cash-strapped Consumer play, adding it back onto the Tematica Select List. Read More >>

• THERE IS SUCH A THING AS A BAD WIN: Nike posted results last night, and while results beat EPS expectations, it wasn’t a pretty win. The market reacted immediately, both when results were posted, and then again after the company earnings call. We have a plan for what we’re going to do with our position in this Rise & Fall of the Middle-Class position. Read More >>

• END OF THE QUARTER MEANS OUR WORKLOAD RAMPS UP: while things don’t pick-up full bore until next week, the flow of earnings announcements have already started. We’re getting prepped for CalAmp’searnings, while also covering updates on SHW, WHR, T and DY. And lastly, in the quiet before the storm, we dig into one of the names on our Contender List that could soon be coming off the bench, Universal Display (OLED). Read More >>

You can click below to download the full report.