December 22: Sunday Funday #32
Articles, streams and books that caught our attention this week
Articles 📰
You Want That Gift to Arrive Today? This Is What It Takes.
“Retailers, which have long competed on price or quality, are now in an all-out race for same-day deliveries. Why? Few people truly need the service; if you are desperate for diapers or a special pasta-making attachment, you’ll go to the store. But companies have found that, once acquired, the taste for speedy delivery makes customers both loyal and willing to spend more money.”
Returning a Gift? Here Are Major Retailers' Holiday Return Policies
“The gift-giving season will come to an end and that means you'll probably have at least one present you don't need. And that means it's important to know what the big retailers' return policies are in case you need to make a return.”
What If You Just Skipped the Holidays?
“For years, ahead of family holiday gatherings, Alicia Dudley would wake up anxious. Since she’d gotten married, her relatives and her husband’s had wanted them at multiple different celebrations for each occasion. Bundling up her small child and toting him about was a pain. Dudley, a creative director in Virginia, couldn’t believe that on her rare, precious days off, she was doing what she always did: running around. Eventually, she made a simple but major decision—she quit the holidays. And now, when she texts friends around this time of year, asking how they’re holding up, she remembers why she made this choice.”
The Best Hole-In-The-Wall Restaurants In Every State
“Any city-dweller will know about all the popular restaurants in their city. Maybe they're located in a town center, locally acclaimed for having a stunning ambiance or known for having the best burgers in town made by award-winning chefs. There's a lot to be said about a well-known eatery whose food deserves every ounce of recognition it gets, and whose flash draws in visitors off the street like bugs to a lantern. But what about a town's hidden gems — the unassuming joints whose modest appearances belie the stunning cuisine?”
An Uncertain Future Requires Uncertain Prediction Skills
“We live in an Age of Uncertainty. Not just because of the global threats to societies, but many face unprecedented insecurity at a personal level, particularly the younger generations. None of us know what is going to happen, and we might as well face up to it. And that’s the first lesson in making predictions: Don’t make predictions. Meaning, don’t just make a guess as to what will happen. Instead, embrace uncertainty and turn it into an opportunity.”
Why Louis Vuitton is struggling but Hermès is not
“Spending on personal luxury goods is set to fall by 2% in 2024, according to Bain, a consultancy. Sales of fashion and leather items at lvmh, the world’s biggest luxury conglomerate, have tumbled. Kering, which owns Gucci, has issued a string of profit warnings. Anyone who receives Versace goodies from Santa may feel a little less flattered than usual. The luxury brand is selling 40% of its products at a discount.”
Forget greatness. Manage your time like a lazy genius
“The goal of excellent time management shouldn’t be to achieve maximum productivity and perfection. That approach is a recipe for fleeting satisfaction amid anxiety and shame.”
The Trouble With Searching Google for ‘the Best’
“Shoppers often hit Google to search things like “top vacuums” or “best dishwashers,” expecting fair, independent assessments of top models. Instead, they might land on marketing pages disguised as expert rankings. Some firms buy Google ads to promote these “ratings” sites as a quick way to steer customers to pricey off-brand products and potential rip-offs.”
What We’re Streaming 📺📲
Acquired - Mars Inc: The Chocolate Story
The Ezra Klein Show - How TV, Twitter, and TikTok Remade Our Politics
Morgan Stanley - Could Private-Label Products Transform Retail?
The Luxury Item - Amy Smilovic, Founder and Creative Director at Tibi
The Reading List 📖📚
“G. T. Karber, the creator of the popular online daily mystery game Murdle, presents the first collection of 100 original murder mystery logic puzzles―a perfect gift for armchair detectives and puzzlers to hone their minds and solve a series of crimes.”
Don’t be a stranger
Thanks for reading and if you have a suggestion for an article or book we should read, or a stream we should catch, email us at info@tematicaresearch.com. The same email works if you want to know more about our thematic and targeted exposure models listed below.
The Strategies Behind Our Thematic Models
Aging of the Population - Capturing the demographic wave of the aging population and the changing demands it brings with it.
Artificial Intelligence – Software, chips, and related companies that facilitate the collection and analysis of large data sets and autonomous generation of solutions given non-machine language prompts.
Cash Strapped Consumer - Companies poised to benefit as consumers stretch the disposable spending dollars they do have.
CHIPs Act – Capturing the reshoring of the US semiconductor industry and the $52.7 billion poised to be spent on semiconductor manufacturing.
Cloud Computing – Companies that provide hardware and services that enhance the cloud computing experience for users, such as co-location, security, and edge computing.
Core Holdings – Companies that reflect economic activity and are large enough to not get pushed around by day-to-day market trends. Low-beta, large-cap names able to better withstand economic turmoil.
Cybersecurity - Companies that focus on protecting against the penetration of digital networks and the theft, ransom, corruption or destruction of data.
Data Privacy & Digital Identity - Companies providing the tools and services that verify authorized users and safeguard personal data privacy.
Digital Infrastructure & Connectivity -The buildout and upgrading of our Networks, Data Storage Facilities, and Equipment.
Digital Lifestyle - The companies behind our increasingly connected lives.
Digital Payments - This model focuses on companies benefitting from the accelerating structural adoption of digital payments and financial technology (FinTech).
EPS Diplomats - Profitable large capitalization companies proven to produce above-average EPS growth and provide investors with the benefit of multiple expansion.
EV Transition - Capturing the transition to EVs and related infrastructure from combustion engine vehicles.
Guilty Pleasure – Companies that produce/provide food and drink products that consumers tend to enjoy regardless of the economic environment and potential long-term health hazards associated with excessive consumption.
Homebuilding & Materials – Ranging from homebuilders to key building product companies that serve the housing market, this model looks to capture the rising demand for housing, one that should benefit as the Fed returns monetary policy to more normalized levels.
Luxury Buying Boom - Tapping into aspirational buying and affluent buyers amid rising global wealth.
Market Hedge Model – This basket of daily reset swap-based broad market inverse ETFs protects in the face of market pullbacks, overbought market technicals, and other drivers of market volatility.
Nuclear Energy & Uranium – Companies that either build and maintain nuclear power plants or are involved in the production of uranium.
Rebuilding America - Turning the focused spending on rebuilding US infrastructure into revenue and profits.
Safety & Security – Targeted exposure to companies that provide goods and services primarily to the Defense and security sectors of the economy.
Space Economy – Companies that focus on the launch and operation of satellite networks.
The Strategies Behind Our Dividend Income Models
Monthly Dividend Model – Pretty much what the name says – this model invests in companies that pay monthly dividends to shareholders.
ETF Dividend Model – High-yielding ETFs that provide a range of exposures from domestic equities, international equities, emerging market equities, MLPS, and REITs.
ETF Enhanced Dividend Model – A group of high-yielding ETFs that utilize options to enhance yield through collecting option income.
Don’t be a stranger
Thanks for reading and if you have a suggestion for an article or book we should read, or a stream we should catch, email us at info@tematicaresearch.com. The same email works if you want to know more about our thematic and targeted exposure models listed above.