Welcome to this week’s edition of Tematica Investing. This week, you’ll see our greater emphasis on a thematic approach to investing on full display, as we dig into the realities of the economic slowdown and its impact on what we call the Cash-Strapped Consumer. We also jump right into the crunch between the Aging of the Population and the Scarce Resource trend it is creating — a nursing shortage.  

In this week’s edition of Tematica Investing:

• March Retail Sales once again disappointed expectations and contracted for the second time in 2016.
• Tomorrow morning, we are adding Cash Strapped Consumer play Costco Wholesale (COST) shares to the Tematica Select List with a price target of $170. This is a new position and therefore there is no recommended stop loss at this time. We would look to add COST shares up to $153, and would look to build the position aggressively between $140-$145.
• Spinning out of our Thematic Signals, we have identified AMN Healthcare Services (AHS), a potential Aging of the Population/Scarce Resource candidate.
• All that and more thematic confirmation ripped from the headlines

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