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COCKTAIL INVESTING: Apple's Lame Event, Euro Junk Bonds, Cryptocurrencies, NFL Comes to Amazon
Archived series ("Inactive feed" status)
When? This feed was archived on November 04, 2019 01:15 (). Last successful fetch was on August 21, 2019 14:18 ()
Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.
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Manage episode 186975442 series 1349993
- We share why we were nonplussed with Apple’s new iPhones and other product updates as well as its one true surprise to come – wireless charging. Essentially, we see these efforts as just shoring up Apple’s market position rather than breaking new ground. Looking at the Apple ecosystem, however, we see several companies that are poised to benefit from technologies being deployed in the new Apple Watch as well as the iPhone X. Chris shares his view on which companies are poised to benefit as these new products hit shelves in the coming weeks.
- Much like Apple’s shares that were climbing in anticipation of this week’s reveal, the overall stock market has continued to move higher despite growing number of warning signs. We shared several market unnerving items earlier in the week and now we’ve added Euro junk bond yields falling below that for U.S Treasuries to the list. Yep, you heard us right, and Lenore explains why this is important.
- With football season underway (that’s American football, Lenore), we’re already seeing broadcast viewership dropping like a bad fumble compared to last year. We explain how our Connected Society theme is at work, and what it means for broadcast networks as Facebook, Amazon and Google focus on content, including live sports.
- We’ve been vocal about the “death of the mall,” but team Tematica was pleasantly surprised by Nordstrom’s new strategy to leverage services to fend off Amazon and others. Listen to our take on what this means and some speculation on our part as to what may follow.
- Cryptocurrencies like Bitcoin are making headlines, but why is JPMorgan Chase CEO Jamie Dimon likening Bitcoin to tulip bulbs? Lenore digs into this and shares why we are just in the early innings of cryptocurrencies.
- The latest JOLTS provided ample confirmation for our Tooling & Retooling investment theme. Barring some trade and immigration reform, the report also signaled the speed of the domestic economy is likely capped. We explain why that is as well as why the August PPI reading isn’t helping the Fed meet its inflation target.
- Over the coming week, we’ll be eyeing several key economic reports, including August Retail Sales, as well as the Fed’s September FOMC meeting on September 20. We expect Hurricane Harvey to show some disruption in the August Retail Sales Report, but it’s the combined impact of Harvey and Irma that might have a more cautious tone coming out of the Fed next week.
- Alibaba (BABA)
- Alphabet (GOOGL)
- Amazon (AMZN)
- Apple (AAPL)
- Applied Materials (AMAT)
- AT&T (T)
- AXT Inc. (AXTI)
- Comcast (CMCSA)
- Costco Wholesale (COST)
- CVS Health (CVS)
- Equifax (EFX)
- Facebook (FB)
- Hulu
- JPMorgan Chase (JPM)
- Netflix (NFLX)
- Nordstrom (JWN)
- Qorvo (QRVO)
- Skyworks Solutions (SWKS)
- Universal Display (OLED)
- Chris Versace - @_ChrisVersace
- Lenore Hawkins - @EllesEconomy
- Tematica Research - https://www.tematicaresearch.com
- Themes Report: https://www.tematicaresearch.com/whatisthematicinvesting
- Versace: HBO’s Game of Thrones, Season 7
- Hawkins: Netflix’s The Defenders
100 episodes
Archived series ("Inactive feed" status)
When? This feed was archived on November 04, 2019 01:15 (). Last successful fetch was on August 21, 2019 14:18 ()
Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 186975442 series 1349993
- We share why we were nonplussed with Apple’s new iPhones and other product updates as well as its one true surprise to come – wireless charging. Essentially, we see these efforts as just shoring up Apple’s market position rather than breaking new ground. Looking at the Apple ecosystem, however, we see several companies that are poised to benefit from technologies being deployed in the new Apple Watch as well as the iPhone X. Chris shares his view on which companies are poised to benefit as these new products hit shelves in the coming weeks.
- Much like Apple’s shares that were climbing in anticipation of this week’s reveal, the overall stock market has continued to move higher despite growing number of warning signs. We shared several market unnerving items earlier in the week and now we’ve added Euro junk bond yields falling below that for U.S Treasuries to the list. Yep, you heard us right, and Lenore explains why this is important.
- With football season underway (that’s American football, Lenore), we’re already seeing broadcast viewership dropping like a bad fumble compared to last year. We explain how our Connected Society theme is at work, and what it means for broadcast networks as Facebook, Amazon and Google focus on content, including live sports.
- We’ve been vocal about the “death of the mall,” but team Tematica was pleasantly surprised by Nordstrom’s new strategy to leverage services to fend off Amazon and others. Listen to our take on what this means and some speculation on our part as to what may follow.
- Cryptocurrencies like Bitcoin are making headlines, but why is JPMorgan Chase CEO Jamie Dimon likening Bitcoin to tulip bulbs? Lenore digs into this and shares why we are just in the early innings of cryptocurrencies.
- The latest JOLTS provided ample confirmation for our Tooling & Retooling investment theme. Barring some trade and immigration reform, the report also signaled the speed of the domestic economy is likely capped. We explain why that is as well as why the August PPI reading isn’t helping the Fed meet its inflation target.
- Over the coming week, we’ll be eyeing several key economic reports, including August Retail Sales, as well as the Fed’s September FOMC meeting on September 20. We expect Hurricane Harvey to show some disruption in the August Retail Sales Report, but it’s the combined impact of Harvey and Irma that might have a more cautious tone coming out of the Fed next week.
- Alibaba (BABA)
- Alphabet (GOOGL)
- Amazon (AMZN)
- Apple (AAPL)
- Applied Materials (AMAT)
- AT&T (T)
- AXT Inc. (AXTI)
- Comcast (CMCSA)
- Costco Wholesale (COST)
- CVS Health (CVS)
- Equifax (EFX)
- Facebook (FB)
- Hulu
- JPMorgan Chase (JPM)
- Netflix (NFLX)
- Nordstrom (JWN)
- Qorvo (QRVO)
- Skyworks Solutions (SWKS)
- Universal Display (OLED)
- Chris Versace - @_ChrisVersace
- Lenore Hawkins - @EllesEconomy
- Tematica Research - https://www.tematicaresearch.com
- Themes Report: https://www.tematicaresearch.com/whatisthematicinvesting
- Versace: HBO’s Game of Thrones, Season 7
- Hawkins: Netflix’s The Defenders
100 episodes
All episodes
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