CHRISTOPHER J. VERSACE, widely known as The Thematic Investor, is a founding partner of Tematica Research and editor of the Tematica Investing and Tematica Trading publications. He is also the co-manager of the Growth Seeker portfolio with Lenore Hawkins and fundamental detective for Trifecta Stocks, both at TheStreet. He is also a contributor to TheStreet and Forbes.com, and regularly shares his investing and thematic insights on national radio and television programs.
LENORE ELLE HAWKINS is a founding partner at Meritas Advisors, where she's the firm's chief investment strategist, and focuses on macroeconomic influences. She is co-portfolio manager of the Growth Seeker portfolio with Christopher Versace at TheStreet. She shares her unique insights as a frequent guest on a variety of national and international radio and television shows as well as at investing and economic conferences throughout the world.
Chapter 1: Money 1
Chapter 2: Getting Started 19
Chapter 3: The Economy versus the Markets 35
Chapter 4: Read the Economy Like a Pro 53
Chapter 5: The Impact of Politics and Regulation on Investing 97
Chapter 6: Enabling and Disruptive Technologies 119
Chapter 7: Profiting from Pain 143
Chapter 8: Cocktail Thematic Investing 179
Chapter 9: Designing Your Portfolio 197
Chapter 10: Choosing Your Investments 223
Chapter 11: Building the Portfolio 267
Appendix: Definitions, Metrics, and Resources 301
About the Authors 323