Thematic Reading #35 Vol. 6

Neither the summer swelter nor the June quarter earnings season slows the pace of thematic signals or our thematic models

Last week we saw almost 1,000 companies report their latest quarterly results, and this week we have another 1,500 doing the same. Despite all the noise that tends to accompany such an avalanche of information, by maintaining our focus, the thematic models that we’ve developed here at Tematica have had a pretty good start to the current quarter, especially compared to the S&P 500.

Those curious about our thematic models can email us at info@tematicaresearch.com.

Now let’s get to some of the latest signals for our themes, indices, and models that we’ve been reading…

Photo by Bernard Hermant on Unsplash

Aging of the Population
Capturing the demographic wave of the aging population and the changing demands it brings with it:

• The Crisis Facing Nursing Homes, Assisted Living and Home Care for America’s Elderly

• Inflation pressures felt by NC's aging population, especially those on fixed incomes

• China faces new demographic challenges

• City's seniors on the rise, with 3,509 centenarians

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

• New Study Shows High Cost of Living for Senior Citizens

• Eye-Watering: Monthly Car Payments Top $1,000 For Many, Edmunds Says

• Headache for Biden as Key Inflation Index Rises to 40-Year High

• Consumers adjust to inflation as labor market expectations worsen

• Parents ready to send kids back to school, but inflation means high prices

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

• US govt warns Americans of escalating SMS phishing attacks

• Congress Wants Answers on a ‘Significant’ Cyberattack on Courts

• Huge network of 11,000 fake investment sites targets Europe

• House Intel Chairman vows to put 'greater emphasis' on fighting spyware

• Hackers leak huge cache of data from evangelical organization that supported Dobbs decision

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

• 5G drives mobile data usage and revenue in India by 29% and 67% respectively

• 5G: Data boom looms across verticals

• What Tech Spending Slowdown? Demand for Data Center Capacity Remains Scorching Hot

• Biden administration announces $400 million for rural internet access

• Qualcomm’s licensing pact with Samsung extends to 6G

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

• New algorithm predicts when and where a crime will happen before it takes place

• Surprise! The metaverse is going to suck for privacy

• 94% of Companies Aren’t Ready for Upcoming Data and Privacy Regulations

• New US Digital Identity Act Expected to Pass, Paving the Way For Next Gen ID

• Equifax Snaps up Midigator to Bolster its Digital Identity and Fraud Capabilities

• Swiss government to introduce digital national identity cards

Luxury Buying Boom
Tapping into aspirational buying and affluent buyers amid rising global wealth:

• Luxury Thrives Even as Consumers Feel Effects of Inflation, Rising Costs

• After Lockdown, China Is Eager For Some ‘Revenge Tourism’

• High-income consumers still spending on luxury items

• Saks Luxury Pulse Finds Consumers are Spending on a Luxury Lifestyle

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

• $1 billion from infrastructure law to boost 85 airports

• Biden administration announces $400 million for rural internet access

• New York civil engineers give state’s infrastructure a ‘C’ grade

• Future of key California high-speed rail line solidified with $4.2B

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

• Mondi invests €65 million in sustainable packaging production

• Sustainable Packaging in High Demand, Food Industry Seen as a Leader

• 8 Sustainable Packaging Solutions to Solve the Plastic Waste Dilemma

• SOFi Releases Biodegradable Cup, Eliminates Plastic Lids

• Huge Popularity of Organic Fertilizers Driving the Industry Growth

• Plant-based meat by far the best climate investment

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Recent Thematic Signals

• Thematic Reading #34, Vol. 6

• Thematic Reading #33, Vol. 6

• 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