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Ep 100: A Thematic Look at this Weeks’ Earnings Reports

As we get ready for more than 685 companies to report their March quarter results this week, there are apt to be a number of key data points for our Digital Infrastructure, Digital Lifestyle, Rise of the New Middle Class, Guilty Pleasure and Cleaner Living investing themes. On this episode of the Cocktail Investing Podcast, we walk through which ones we’ll be digging into with respect to those themes and the other 5 investing themes. You may think smokes and beer, but when Altria (MO),...


Ep 99. What the Fed Said

On this episode of the Cocktail Investing Podcast, we share not only what the Fed said exiting its latest monetary policy meeting, but how and why that was very different from the last few of these meetings. It comes as no surprise that Fed Chairman Powell cites our Middle-Class Squeezetheme as one of the culprits to the Fed’s revisions, but an emerging headwind for our Living the Lifeinvesting theme is also rearing its head. We also share some latest signals for our Clean Living, Disruptive...


Ep. 98: The Squeeze Is On

On this episode of the Cocktail Investing Podcast, we focus on the growing headwind for the economy and retail that is associated with our Middle-Class Squeeze investing theme. Consumers, especially those associated with our Aging of the Population investing theme, have racked up record credit card debt over the last several years, and it’s beginning to weigh on their ability to spend. This has reignited retail apocalypse as the number of announced brick & mortar store closings reignites...


Ep 97: Buffett, Musk and what’s next for stocks

On this episode of the Cocktail Investing Podcast, we dig into the what’s driving of stock market’s best runs in over 20 years, one that has the S&P 500 up nearly 12% year to date. A more dovish Fed and seeming progress on US-Trade are the likely culprits, but underneath it all, the global economy continues to slow, companies are cutting earnings expectations and we’ve seen more dividend cuts thus far in 2019 than we have in all of 2018. Something is amiss as the stock market as expectations...


Ep. 96: Apple and Disney Set to Enter Streaming Fray

On this episode of the Cocktail Investing Podcast, we are just back from InsideETFs 2019, the trade show for exchange traded funds and we share some observations and thoughts on what we saw. Some interesting things coming at investors in the coming months, including fixed income ETFs and Tematica’s Chief Investment Officer offers his take on what investors should consider when looking at so-called thematic ETFs. Also, on the podcast, with Apple and Disney both showcasing their streaming...


Ep 95. Short Selling Anyone?

Stocks pop in January, but earnings continue to come down On this episode of the Cocktail Investing Podcast, we close the books on one of the best Januaries in years for the stock market and trace back the reasons for its inflection point from a painful year-end 2018 for investors. While some issues that plagued the market have rolled back, one, in particular, hasn’t and it’s one investors use to not only value stocks but determine which ones they are willing to pay up for. That includes...


Ep 94. Why Netflix Should Be Afraid of Fortnite

The December quarter earnings season has moved into higher gear with more than 250 companies reporting this week. With roughly 15% of the S&P 500 having issued its reports, the results are falling short of historical comparisons while the earnings outlook for 2019 continues to be revised lower. On this episode of the podcast we discuss the implications as well as some of the thematic nuggets shared by Proctor & Gamble (PG) and IBM (IBM) that confirm our Rise of the New Middle-Class,...


Ep 93: Thematic Signals and the Start of 4Q 2018 Earnings Season

The 4Q 2018 earnings season has begun and thus far we’ve had a number of high profile companies, including Apple (AAPL), Samsung, Ford (F), Sherwin Williams (SHW), and Macy’s (M), preannounce weaker than expected results for the quarter. This follows the continued flow of economic data pointing to a slowing global economy. All of this makes for a tenuous earnings season as the velocity of those reports kicks into high gear over the next few weeks. We discuss all of that on this week’s...


Ep 91: A Look Back at the 2018 & What It Means for the Start of 2019

With roughly a handful of trading days left in 2018, Tematica’s mixologists, Lenore Hawkins and Chris Versace, trace back some of the pivotal events of the last year that have been the primary drivers behind where the global economy, geo-political tensions, and the stock market are today. It started with the signing of US tax reform and finished with yesterday’s December Fed rate hike and revised guidance, with a smattering of US-China trade, Brexit, Italy, corporate debt, global...


Ep 90: Brexit and the EU

The headlines and the markets have been heavily focused this week on the rising risk that the United Kingdom will exit the European Union without any agreement. Prime Minister Theresa May just barely managed to hold onto her job after a vote of no confidence but has been politically battered, much like Germany’s Angela Merkel, not to mention French President Macron’s horrific weekend during which Paris dealt with violent and destructive riots protesting against his government. European...


Ep 89: 3D shopping will change everything about how we buy

As we head into the depths of the holiday shopping season, we enjoyed an incredible conversation with Beck Besecker is the co-founder and CEO of Marxent. Founded 2011, Marxent’s 3D technology solutions that leverage virtual reality and augmented reality are disrupting how consumers shop. Before Marxent, Beck spent 13 years building interactive marketing solutions for Fortune 500 retailers and brands, including Target Stores and Tesco, so we knew this was going to be a fascinating...


Ep 88: Digital Shopping Reigns Supreme While Powell Fools the Market

On this week’s Cocktail Investing Podcast, Tematica’s Lenore Hawkins and Chris Versace center not only on the rash of holiday shopping data coming out of the Thanksgiving to Cyber Monday period but also discuss Fed Chairman Powell’s “near neutral” comment on interest rates. That comment led the stock market to rip higher, offering relief to beleaguered investors that saw the majority of 2018 gains for the domestic stock market wiped out in recent weeks. But… you knew there was a but...


EP 87: Thematic Investing, A Safe Harbor for Today’s Turbulent Market

Amid what is supposed to be relatively quiet Thanksgiving holiday week for the stock market and investors, the trials and tribulations of the last few weeks have continued focusing rather intently on the technology sector these last few days. Amid the sea of red, the questions most investors are asking are – What is going on? What do I do next? We talked about what is going and what most investors are missing in last week’s podcast, and in terms of what to do, we’re digging into the...


EP. 86 Major Market Disruptions and What Everyone is Missing

This week on the Cocktail Investing podcast our resident mixologists - Chris Versace, Tematica Research’s Chief Investment Officer and Lenore Hawkins, Tematica Research’s Chief Macro Strategist – talk about major changes underfoot in the equity and bond markets as well as the major macro factors that are likely to impact investors in the months ahead. Digital LifestyleDisruptive InnovatorsGuilty PleasureSafety & Security Have a topic we should tackle on the podcast, email me at...


What to Expect this Holiday Shopping Season

As we push past Halloween and focus on the upcoming holidays, this week we’re joined by Katherine Cullenfrom the National Retail Federation to hear about what her organization expects for retailers during this year’s holiday shopping season. While we’ve all heard the “death of the mall” mantra ad-nauseum, Katherine shared with us that this declaration warrants a Mark Twain style response. While e-Retailing spend as a percent of the consumer’s pocketbook is nearly equal to that for brick...


EP 84. September quarter earnings – we told you so and now hear what’s next.

During August and September, Tematica’s resident mixologists, Lenore Hawkins and Chris Versace, shared their views and convictions surrounding the risks to be ha with the current September quarter earnings season and corporate guidance. As we’ve seen in the last few weeks, those concerns were well founded. In this episode of the Cocktail Investing podcast, Lenore and Chris not only revisit those concerns but share what they think will be driving the stock market narrative as the current...


Ep 83: Using Artificial Intelligence and Investor Sentiment to Improve Returns

On this week’s podcast, we are joined once again by Jamie Wise, founder of Buzz Indices, a Toronto-based hedge fund that has also created the index which powers the BUZZ US Sentiment Leaders ETF (BUZ). That index is leveraging artificial intelligence to collect social sentiment around stocks and translating that into a fund portfolio, that’s a mouthful! Jaime breaks it down for us and walks us through how using investor sentiment and not brand perception, gives insight into which companies...


Ep 82: A Thematic Review of the September Retail Sales Report

On this week’s podcast, Tematica’s mixologists, Lenore Hawkins and Chris Versace, take a thematic deep dive on the September Retail Sales Report. With the consumer directly or indirectly accounting for nearly two-thirds of the domestic economy and the average consumer spending 31% of his or her paycheck on retails goods, this monthly report is one worth monitoring closely. As with any economic data point, putting it into context provides a clearer perspective and that means examining more...


Shifts in Investor Sentiment Lead to Big Pain in the Markets

On this week’s podcast Tematica Research’s®mixologists, Lenore Hawkins and Chris Versace, tackle the recent shifts in investor sentiment that led to some big pain this week in the US stock market. They trace the impetus for the recent moves back to the data and comments they shared several weeks ago with listeners of the podcast and in their Tematica Research writings. Simply put there has been a melt up in investor worries as a confluence of concerns have come to the forefront of the...


Ep 80: Why Plummeting Coffee Bean Prices Today Could Lead to a More Expensive Cup of Joe Down the Road

On this week’s podcast, we are joined once again by Lee Safar, Chief Ship Steerer of Elixir Specialty Coffee this time to talk the sharp drop of coffee prices – what it means today and for the coming 12-24 months. Because of the current bumper coffee harvest, coffee prices are currently well below the cost of production. That may seem like a great thing for coffee drinkers and the companies behind them today, but with farmers swapping out coffee trees for other crops it will likely mean...