Thematic Investing
Contributor's Links: Tematica Research

We see Investment themes at work and at play every day in the economy — oftentimes across industries and categories — and other aspects of day to day life. It is the opposite of the typical Wall Street approach to research, which oftentimes overly focuses on a single industry at a ... more

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Global 5G Adoption To Hit 1 Billion By 2022
The number of 5G smartphone subscriptions worldwide will blow past 500 million this year, more than doubling from 2020. In 2022, 5G subscriptions are expected to pass one billion, reaching that milestone two years earlier than 4G did.
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Electric Vehicle Market To Surpass 144 Million Units By 2030
New research points to the size of the global electric vehicle market hitting more than 50 million units by 2025, up from 11.3 million in 2020, before going on to top more than 144 million units by 2030.
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Us Telemedicine Users To Surpass 40 Million In 2020, 60 Million By 2023
This year, 41.7 million adults in the US will use telemedicine, representing 98.8% growth from a year prior, according to our latest estimates.
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How The Pandemic Has Increased The Need For Cybersecurity
Cyber attackers have looked to leverage the pandemic as best they could. In the first 100 days of the outbreak, the number of spam messages using coronavirus themes increased 26%, and the number of COVID-19-themed impersonation attacks jumped 30%.
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What Is 5G, And How Can Investors Jump On This Emergent Technology?
We’ve been hearing about this 5G technology for years and how it is going to revolutionize our lives, make autonomous vehicles, and reduce cholesterol levels. Well, maybe not that last one, but it has been touted as being a big deal, so what is 5G?
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Household Pulse Survey Points To A Looming Rent Crisis In The US
Consumers feeling the pinch of our middle-class squeeze investing theme will be cutting back on spending both discretionary and non-discretionary. Per the latest Household Pulse Survey it looks like rent payments are one such area.
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STOCKS I FOLLOW

BABA Alibaba
BBRY (now BB) BlackBerry Ltd
BIG Big Lots Inc.
BIL SPDR Barclays 1-3 Month T-Bill ETF
BXUB Barclays Bank PLC
BXUC Barclays Bank PLC
CNDF iShares Edge MSCI Mltifctr Cnsmr Dcrtnry
CRF Cornerstone Total Return Fund
DDM ProShares Ultra Dow30
DIA SPDR Dow Jones Industrial Average
DLBL Barclays Bank PLC
DLBS Barclays Bank PLC
DOG ProShares Short Dow30
DTUL iPath U.S. Treasury 2-Year Bull ETN
DTUS Barclays Bank PLC
DTYL Barclays Bank PLC
DTYS Barclays Bank PLC
DUSA DUSA Pharmaceuticals Inc.
DVN Devon Energy Corporation
DXD ProShares UltraShort Dow30
EDV Vanguard Extended Duration ETF
EEH ELEMENTS Linked to the SPECTRUM Large CAP U.S. Sector Momentum Index
EGF BlackRock Enhanced Government Fund Inc.
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Fortham University
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1992 / 1995
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