Cocktail Investing

Download Episode   On this week's podcast, Tematica's investing mixologists Chris Versace and Lenore Hawkins breakdown the latest economic and market news and share what it means through Tematica’s thematic investing lens. As we move deeper into 3Q 2017 earnings season, results from IBM (IBM), General Electric (GE), Honeywell (HON) and others suggest we could be in for a rougher ride ahead compared to the Teflon market’s melt up over the last several weeks. Volatility remains depressed with the market at richer than rich valuations, and 3Q 2017 earnings could be the spark that leads the stock market to revert to the mean. That likely means the domestic stock market giving back some of its recent gains off the August lows. We also point out signals for our Connected Society, Cashless Consumption, Fattening of the Population, Food with Integrity and Safety & Security investing themes are paving the way for investable opportunities that are poised to become supercharged in the weeks and months ahead. We a