Thematic Reading #33 Vol. 6

Even the summer heat and 2Q 2022 earnings can't slowdown the volume of confirming data points for our thematics.

Even as the sweltering summer heat hits the Midwest as well as the UK, and the June quarter earnings season kicks into a higher gear this week, there are no shortage of confirming data points for our investment themes, indices and models. Given our God given talents, we could blather on about the power of thematic investing done right, but we’re more inclined to let the data points do the talking for us in this latest edition of Thematic Signals.

Photo by Giulia May on Unsplash

Cleaner Living
Growing demand for items that claim to be better for you and the planet:

• A Quarter of Americans Say Their Next Car Will Be an EV

• The US Army selects Canoo’s EV for analysis and demonstration

• Ferrari says 60 percent of its lineup will be electrified by 2026

• California’s new $300 billion budget includes funding for initiatives that will increase plant-based meal options at schools.

• 55% of parents want to introduce plant-based protein to their kids

Consumer Inflation Fighters
Companies poised to benefit as consumers stretch the disposable spending dollars they do have:

• The True Costs of Inflation

• Restaurants Add New Fees to Your Check to Counter Inflation

• The $1,000 Car-Loan Payment: Higher Prices, Interest Rates Push Up Monthly Costs

• Bank of Canada chief: inflation likely to tip 8% as soon as next week

Cyber Security & Data Privacy
Securing individuals and organizations against cyber threats and privacy violations:

• Ransomware attacks doubled last year; Verizon reports

• Data of Nearly 2M Patients Exposed in Ransomware Attack on Healthcare Debt Collection Firm

• 5G Expanded Services: Blessing, Threat, or Both?

• Thousands of websites run buggy WordPress plugin that allows complete takeover

• Password recovery tool infects industrial systems with Sality malware

• Nearly Half of Enterprise Endpoints Present Significant Security Risks

Digital Infrastructure & Connectivity
The Buildout and upgrading of our Networks, Data Storage Facilities, and Equipment:

• Big Tech is Forcing Carriers To Invest in Networks: Orange CEO

• Chip Investment Decisions Await Congressional Action on $52 Billion Funding Bill

• How 5 and Even 6G Will Make The Metaverse A True Reality

• Sensing, deep learning, and massive MIMO: 6G begins to take shape

• World regulators look for consensus around 6G

• 911 Operators Move Into the Third Dimension

• Telecommunications Sector to See $30 Billion Growth in Digital Infrastructure by 2027

Digital Privacy & Identity
Companies providing the tools and services that verify authorized users and safeguard personal data privacy.

• Online Payment Fraud to Top $343bn Over Next Five Years

• We’re Living Through A Digital Privacy Catastrophe: It’s Past Time For A Serious Nationwide Privacy Law

• Time to Lock Down Your Digital Privacy

• Protecting Your Digital Identity in the Metaverse

• New EU Council President Prioritizes AI, Chips, Digital Identity Legislation

• Biometrics, Digital Identity Help Online Banks Push the Limits on Money Mobility

• How biometrics will enhance the connected car experience

Rebuilding America
Turning the focused spending on rebuilding US infrastructure into revenue and profits

• Historic Transportation Infrastructure Investment Is Coming to the U.S.

• US States finalize EV charging plans as alternative fuel corridors take form

• Biden Administration Announces Nearly $1B in Bipartisan Infrastructure Law Funding Improving Airport Terminals across U.S.

Sustainable Future of Food
Companies addressing the challenge of providing healthy, affordable, and nutritious food to a growing global population amid dwindling natural resources:

• Is Our Ground Meat Safe to Eat?

• Non-animal proteins can play critical role tackling climate crisis, says Boston Consulting Group

• California’s Idle Crop Land May Double as Water Crisis Deepens

• 5 Ways Precision Ag Will Influence the Future of Food Production

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Recent Thematic Signals

• Thematic Reading #32 Vol. 6

• Getting ready for our Cybersecurity & Data Privacy webinar

• The Aging of the Population Model

• Enter Rebuilding America

• Catching up on thematic signals for Cybersecurity & Data Privacy

• 5G and eventually 6G will continue to drive digital infrastructure

• Inflation fears fuel our Consumer Inflation Fighter Model

• Catching up on thematic signals for Cybersecurity & Data Privacy

• Shrinking Real Wages and Our Consumer Inflation Fighters Model