Lenore Hawkins & Chris Versace of Tematica Research provide independent Registered Investment Advisors (RIA’s), financial institutions and self-directed investors with equity research, economic insights, and investment ideas based upon its proprietary thematic perspective of the world and financial markets. Thematic Investing focuses on identifying sustainable market shifts that come about due to shifting economics, demographics, psychographics, technologies, mixed with regulatory mandates and other forces. Learn more here.
We’re halfway through the March quarter earnings season and so far, aggregate earnings for the S&P 500 is running ahead of expectations, and that has helped...
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...
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...
The state of retail results and consumer debt confirm our Middle-Class Squeeze investing theme. On this episode of the Cocktail Investing Podcast, we focus on the...
On this episode of the Cocktail Investing Podcast, we dig into the what’s driving one of the stock market’s best runs in over 20 years, one...
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...
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...
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...
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...
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...