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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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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Before You Tiktok, Think Again
After the cybersecurity and data privacy issues that were uncovered with Zoom, we suspect much more will be made of a vulnerability at TikTok in the coming days.
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Markets Grapple With GDP Impacts Of Coronavirus
As we close the books on January, gains in equities earlier in the month have come under pressure as the coronavirus continues to expand. Investors and economists are assess the impacting of this on the global economy and corporate earnings.
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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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