Thematic Signals Vol 7, #18

Confirmation points for Luxury Buying Boom, Precision Ag & Agri Science, and more

Tensions continue to escalate in the Middle East while stronger-than-expected economic data reignites concerns over what the Fed may do next. Earnings season is kicking into gear as well, but we continue to receive confirmation points for our thematic strategies. We know you’re busy, so let’s get on with it.

Photo by Firmbee.com on Unsplash

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

• Often known for being on the cutting edge of engineering and design, Ferrari plants a flag in the financial engineering space by announcing a new way to pay for its vehicles.

• With hosting next year’s Summer Olympics, France will be in the spotlight and luxury goods retailer LVMH has found a way to share that stage with a recent announcement.

• Movie buffs with deep pockets are getting ready to put their best foot forward in an upcoming auction that will see an estimated $14.6 million of memorabilia hit the auction block in early November.

Precision Ag & Agri Science
Companies that look to address shrinking arable land by helping maximize crop yields utilizing technology, science, or both.

• While Global Positioning System (GPS) guided machinery is becoming increasingly important in agriculture, here’s a primer on what that system is and how it works.

• Companies like Deere (DE) have a wide range of autonomous and near-autonomous tractors, combines, and other vehicles, but for those farmers who can’t afford shiny new equipment, there are aftermarket upgrades.

• The Russian invasion of Ukraine has had a number of regional and global impacts one of which is on global grain markets.

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

• Infrastructure projects are beginning to go beyond roads, bridges, and tunnels and are starting to focus on the quality of life issues which increasingly include greenspace.

• For anyone interested in keeping up with what projects the Infrastructure Law has funded, look no further than this interactive map.

• Infrastructure dollars might be going a little further soon as slightly weaker demand sees nickel warehouses take in inventory from new supplier countries.

Safety & Security
Targeted exposure to companies that provide goods and services primarily to the Defense and security sectors of the economy.

• Autonomous vehicle technology is not just for going on the offensive. It can also help clean up battlefields after conflicts are over.

• As the situation in Israel continues to unfold companies in the aerospace and defense sector are being called up to replenish munitions and provide other weapons.

• It turns out video games look so realistic these days that in-game footage can sometimes be useful for anyone looking to generate misinformation.

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Recent Thematic Signals

• Thematic Signals Vol 7, #17 - The latest on aging, the CHIPs Act, EVs, and the space economy

• Thematic Signals Vol 7, #16 - Confirmation points for cloud, digital infrastructure, and more

• Thematic Signals Vol 7, #15 - September confirmation points for our targeted strategies

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Tematica Thematic Indices

• Foxberry Tematica Research Cybersecurity & Data Privacy Index

• Foxberry Tematica Research Sustainable Future of Food Index

• Tematica BITA Data Privacy and Digital Identity Index

• Tematica BITA Digital Infrastructure & Connectivity Index

• Tematica BITA Big Spenders & Savers Index 

• Tematica Research Thematic Dividend All-Stars Index