Thematic Reading #38 Vol. 6
Another round of confirming data points for our investing themes and related products.
This week we’re a little heavier on the use of images and video clips for our various investment themes, but as we see it if a picture is worth 1,000 words then there is a veritable “War and Peace“ worth of confirmation points to be had for our investment themes. Not that we’re surprised mind you, rather we’re rather happy to see people catching up.
Note: Like many others, we will be taking a short break from publishing Thematic Reading next week to rest and recharge ahead of the year-end push that most know better as September, October, November, and December. The next edition of Thematic Reading will be published the week of September 5th.
Aging of the Population
Capturing the demographic wave of the aging population and the changing demands it brings with it:
Aging population linked to increased need for select health care and social assistance services
Aging population boosts bottom line for senior living providers, data show
Korea urged to overhaul pension, tax systems to cope with rapidly-aging population
Cleaner Living
Growing demand for items that claim to be better for you and the planet:
Consumer Inflation Fighters
Companies poised to benefit as consumers stretch the disposable spending dollars they do have:
These next two images speak volumes for this investment theme and model.
Cyber Security & Data Privacy
Securing individuals and organizations against cyber threats and privacy violations:
Cyber #1 business risk, with 40% citing it as a serious risk
Ransomware Gangs Use Callback Phishing Method to Target Corporate Networks
Phishing attacks abusing SaaS platforms see a massive 1,100% growth
U.S.-Mexico Cyber Talks Begin With Focus On Critical Infrastructure
5 Signs the World Isn’t Paying Enough Attention to 5G Security
Digital Infrastructure & Connectivity
The buildout and upgrading of our Networks, Data Storage Facilities, and Equipment:
World spending more on cloud infrastructure than ever before
Cloud Computing Adoption Fuels Huge Data Center Capex Projections
The rise of cloud gaming steers growth for service providers
DOD Launches 6G R&D Center as it Eyes Transition to NextG Wireless Tech
Digital Privacy & Identity
Companies providing the tools and services that verify authorized users and safeguard personal data privacy:
Jumio reveals three key findings from its digital identity 2022 research
Data on California Prisons' Visitors, Staff, Inmates Exposed
Goodbye, physical identities: How organizations can prepare for digital identity challenges
Apple Wallet student IDs feature expands to new school ahead of fall semester
Luxury Buying Boom
Tapping into aspirational buying and affluent buyers amid rising global wealth:
In The Aftermath Of The Pandemic, Wellness Is The New Luxury
Discounts, favorable exchange rates are driving up luxury home sales
Rebuilding America
Turning the focused spending on rebuilding US infrastructure into revenue and profits:
Sustainable Future of Food
Companies addressing the challenge of providing healthy, affordable, and nutritious food to a growing global population amid dwindling natural resources:
American Crop Harvest at Risk as Heat, Drought Roil Western Belt
More than 100 million Americans will be exposed to extreme heat by 2053
Recent Thematic Signals