Tematica Research
Contributor since: 2010
Company: Tematica Research
Latest Articles
EP. 86 Major Market Disruptions And What Everyone Is Missing
EP 84. September Quarter Earnings - We Told You So And Now Hear What's Next
A Thematic Review Of The September Retail Sales Report - Cocktail Investing Podcast
Is Now The Time To Panic?
Shifts In Investor Sentiment Lead To Big Pain In The Markets
Changes Afoot At S&P, But They Still Lag Our Thematic Investing Approach
Weekly Wrap: Are Headwinds Mounting That Could Lead Investors To Question Growth Expectations?
Ep 80: Why Plummeting Coffee Prices Could Lead To A More Expensive Cup Of Joe Down The Road
Weekly Wrap: Market Isn't Likely To Run Out Of Runway Anytime Soon
Ep 79: Some Frank Investing Talk With Frank Curzio
Weekly Wrap: As Investors Remain Complacent, Insiders Are Cashing In Their Shares
Weekly Wrap: Momentum Is Going Up, Up, Up, Albeit With A Lot Less Conviction
Ep 76 - Summer Is A Wrap So What's Next?
Ep 75: Inside Index Baseball At The NYSE
The Shrinking Hospital Count Is A Pain Point Of Thematic Opportunity
Failing Infrastructure Costs Dozens Their Lives In Italy
Weekly Wrap: Markets Seesaw On The News Of The Day
Ep 73: Can The Market Continue Its Run Through The End Of 2018?
Ep. 72: Underneath The Explosion In Passive Investing And ETFs
Weekly Wrap: Where Do We Go From Here?
Ep 70: The Evolving Cannabis Industry
Ep 69: Trump, Putin, Amazon Prime Day And The Importance Of Q2 2018 Earnings Season
Ep 68 - Agricultural Commodities And The New Middle Class
Ep 67: The New Trump Trade
Ep. 66: The Turning Of The Liquidity Tide As Boomers Head Into Retirement With Jesse Felder Of The Felder Report
Ep. 65: What's Behind The Newest Revolution In Coffee
Weekly Wrap: Goldilocks Expectations Are Meeting Up Against Some Tough Realities
Ep. 64: The Fed, GDP And The Consumer With Bankrate's Mark Hamrick
Weekly Wrap For June 8, 2018
Weekly Wrap: Only A Little Left In This Expansion
Ep. 63: Investors To Italy And The EU - Che Cosa Succede?
Weekly Wrap: Don't Count Those Geopolitical Wins Too Early