Cocktail Investing

Download Episode   This week, Tematica's investing mixologists Chris Versace and Lenore Hawkins discuss some recent examples of the investing herd coming around to see what we’ve been talking about for quite some time with respect to companies such as Universal Display and Applied Materials. Last week we discussed the possibility that Amazon and Walmart could be the Coke and Pepsi of future mega-retailing. This week we give more of the rationale behind why retail-mageddon is about more than just the forces behind our Connected Society investing theme as the shrinking middle-class aspect of our Rise & Fall of the Middle Class and Cash Strapped Consumer themes are also having a major impact on malls across America. We also point out other areas in which our investing themes are intersecting, making for investable trends that can become supercharged. We also review what we see happening in the markets and what the latest economic data reveals. The record number of retail stores closing isn’t just about t