Thematic Reading #39 Vol. 6
Thematic confirmation points continue to roll in
We are back from the shortened trading week last week, and investors have a jam-packed week between the latest inflation data, August Retail Sales, a number of investor conferences, the return of the Detroit Auto Show and triple options expiration late in the week. Concern over earnings expectations for the balance of 2022 continue to build with The Wall Street Journal reporting analysts continue to cut estimates for the current quarter. Yet, the volume of confirming data points for our investment themes, indices and models continue.
Here are some of those latest data points.
Aging of the Population
Capturing the demographic wave of the aging population and the changing demands it brings with it:
The Healthcare Industry Is Crumbling Due To Staffing Shortages
Nearly One Million Canadians Projected to Live With Dementia by 2030: Study
Cleaner Living
Growing demand for items that claim to be better for you and the planet:
Scientists pull hydrogen from thin air in promising clean energy move
Fluff Stuff is a plant-based textile filling that isn't just "serving hippies"
Kevin Hart Opens Plant-Based Fast Food Restaurant in Los Angeles
Bentley’s First EV Will Rocket From Zero to 60 MPH in 1.5 Seconds, the CEO Says
Consumer Inflation Fighters
Companies poised to benefit as consumers stretch the disposable spending dollars they do have:
Inflation: ‘1 in 3 families have canceled vacation plans,’ State Street strategist says
Back-to-school shoppers turn to ‘buy-now, pay later’ apps to battle inflation: survey
20 million US homes can’t pay utility bills as ‘tsunami of shutoffs’ looms
Fowl! Turkey Prices Are Expected to Hit Record Highs This Thanksgiving
Cyber Security & Data Privacy
Securing individuals and organizations against cyber threats and privacy violations:
Cybercriminals target games popular with kids to distribute malware
Cyberattack brings down InterContinental Hotels' booking systems
Feds anticipate ransomware attacks against schools could increase as new year begins
Ransomware attacks on retail increase, average retail payment grows to more than $200K
New EU cybersecurity act to rein in wild west of IoT devices
Medical device vulnerability could let hackers steal Wi-Fi credentials
Albania says Iranian hackers hit the country with another cyberattack
Digital Infrastructure & Connectivity
The buildout and upgrading of our Networks, Data Storage Facilities, and Equipment:
AT&T and Lockheed Martin test private 5G for helicopter data
Supply chain normality returns for PCs but not servers, says Dell
Digital Privacy & Identity
Companies providing the tools and services that verify authorized users and safeguard personal data privacy:
EV Transition
Capturing the transition to EVs and related infrastructure from combustion engine vehicles:
California Did It: Vote Has Banned New Gas Car Sales after 2035
Bentley’s First EV Will Rocket From Zero to 60 MPH in 1.5 Seconds, the CEO Says
Mercedes-Benz Vans and Rivian move to partner on electric van production
Luxury Buying Boom
Tapping into aspirational buying and affluent buyers amid rising global wealth:
Britain leaves lockdown lifestyle as sales of luxury goods rise
This Is Why Americans Buy More Luxury And Exotic Cars In The Wake Of The Pandemic
Luxury fashion houses are funneling millions into the metaverse
How Luxury Brands Survive In Times Of Acceleration And Disruption
Sustainable Future of Food
Companies addressing the challenge of providing healthy, affordable, and nutritious food to a growing global population amid dwindling natural resources: