Category Archives: Aging of the Population

Aging of the Population a concern for Italy, Germany, Japan, and other OECD countries

Aging of the Population a concern for Italy, Germany, Japan, and other OECD countries

If a picture says a thousand words, then in our view here at Tematica the below chart is simply screaming about the productivity and economic headwind to be had in the coming years associated with our Aging of the Population headwind. While some countries within in the OECD will see a surge in the working […]

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The Elderly will make hospitals a growth industry

The Elderly will make hospitals a growth industry

As the saying goes, there is no fighting Father Time. There is also the fact that as we age, our bodies suffer from wear and tear. Put those two simple facts together and the demographic shift we are seeing unfold before us that reflects our Aging of the Population investing theme likely means hospitals as […]

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Welcome to the New Thematic Signals Podcast

Welcome to the New Thematic Signals Podcast

Welcome to the Thematic Signals podcast, where we look to distill everyday noise into clear investing signals using our thematic lens and our 10 investing themes. Every week we not only discuss key events that are shaping the stock market, but we also look at key sign posts for the changing economic, demographic, psychographic, and […]

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Unity Biotech using molecular biology to target aging

Unity Biotech using molecular biology to target aging

As we have long said, thematic intersections can pave the way for pronounced transformation as two tailwinds change the existing landscape. As we continue to age and live longer, companies are examining new solutions to improve those aged lives. In the past, we’ve seen those take on a variety of forms, and now we are […]

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The Middle Class Squeeze and Aging of the Population Themes Converge Under the Golden Arches

The Middle Class Squeeze and Aging of the Population Themes Converge Under the Golden Arches

According to a report by the Economic Policy Institute (EPI): The average household aged 56-61 has amassed a $163,577 nest egg. Over the course of a 20-year retirement, $163,577 amounts to just $8,178 a year, or $681 a month, of income. The median savings for that age group is just $17,000, which means a large […]

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Walmart Store Revamp Checks Several Thematic Boxes

Walmart Store Revamp Checks Several Thematic Boxes

News coming out of Bentonville, AR this week details a series of store enhancements and renovations to 500 Walmart stores in the coming years. As we read through the discount retailer’s plans, the “ding” buttons were going off in our heads as many of them directly touch upon our investment themes. At a reported total cost of $11 billion, these plans are set to have a major impact on both store operations and the customer experience of shoppers. Here is a quick rundown of what we learned.

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Now HIPAA Compliant, Amazon Using Alexa to Quickly Expand into Health Care Sector

Now HIPAA Compliant, Amazon Using Alexa to Quickly Expand into Health Care Sector

In June of 2018, Amazon (AMZN) acquired Pillpack as its first significant move into the health care space through with its online pharmacy that lets customers buy medications in pre-made doses. Just this week, the internet giant announced that its Echo device — viewed as a critical “trojan horse” across more and more spaces — […]

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The looming retirement crisis will leave most unable to afford a ‘solid life’

The looming retirement crisis will leave most unable to afford a ‘solid life’

We tend to be data junkies here at Tematica, particularly as they pertain to our 10 investing themes as well as the overall global macroeconomy. In collecting these data points, from time to time, we receive ones that while confirming for our themes do point to problems ahead. In this case, the latest analysis of […]

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Ep 98: The Squeeze Is On

Ep 98: The Squeeze Is On

On this episode of the Cocktail Investing Podcast, we focus on the growing headwind for the economy and retail that is associated with our Middle-Class Squeeze investing theme. Consumers, especially those associated with our Aging of the Population investing theme, have racked up record credit card debt over the last several years, and it’s beginning to weigh on their ability to spend.

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