Author Archives: Lenore Hawkins & Chris Versace

About Lenore Hawkins & Chris Versace

Lenore Hawkins serves as the Chief Macro Strategist for Tematica Research. With over 20 years of experience in finance, strategic planning, risk management, asset valuation and operations optimization, her focus is primarily on macroeconomic influences and identification of those long-term themes that create investing headwinds or tailwinds. Chris Versace is Tematica's Chief Investment Officer and editor of Tematica Investing newsletter. All of that capitalizes on his near 20 years in the investment industry, nearly all of it breaking down industries and recommending stocks.
Black Friday Clicks vs Bricks

Black Friday Clicks vs Bricks

In this week’s episode of the Cocktail Investing Podcast, hosts Lenore Hawkins and Chris Versace digest all of the data coming in from the official start of the 2017 Holiday Shopping Season and the shakeout between the brick and mortar retailers versus the impact of online sales.

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Autonomous Vehicles: The Future is Now

Autonomous Vehicles: The Future is Now

There has been array of headlines about autonomous vehicles in recent weeks, which can lead to questions and sometimes confusion as investors new and old look to understand the opportunities as well as potential risks and timing That’s why on this week’s episode of Cocktail Investing, we’re sharing an excerpt of our conversation with Brad Stertz, Director of Government Affairs at Audi, to put some context and perspective around the market opportunity for autonomous vehicles.

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The Rise and Fall of the Middle-Class Part 1

The Rise and Fall of the Middle-Class Part 1

The expanding global middle class will account for nearly half of all consumption in the coming years. In this week’s podcast episode we discuss the where and why behind this new middle-class and how it is reshaping industries and business models at Amazon (AMZN) and General Motors (GM) to McCormick & Co. (MKC) and many, many more

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Connected Society: Exploring the Ever More Interconnected World

Connected Society: Exploring the Ever More Interconnected World

We live in a world in which nearly all that is known to mankind is available in the palm of one’s hand. Lenore and Chris talk about how the profound waves of innovation driving this interconnectedness have created headwinds that destroyed some of the most well-known global brands and tailwinds that have led companies that didn’t even exist 10 years ago to be international superstars.

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Has Amazon Made the Acquisition That Spells the End for Clothing Retailers?

Has Amazon Made the Acquisition That Spells the End for Clothing Retailers?

Co-Hosts Chris Versace and Lenore Hawkins assess the impact of Amazon’s acquisition of Body Labs and Chris challenges Lenore as to whether this could be the tipping point for Amazon to make significant inroads in apparel sales.  Hint: there is one more piece of the puzzle Lenore thinks Amazon needs to add.

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Cocktail Investing Ep: 36: A year of record stock market highs in the midst of social lows

Cocktail Investing Ep: 36: A year of record stock market highs in the midst of social lows

What do rising margin debt, low volatility and holiday shopping forecasts mean for stocks? This week, Tematica’s investing mixologists Chris Versace and Lenore Hawkins discuss the impact of the twin hurricanes on the economic data coming in, with another potentially on the way, and the fallout from the horrific event in Las Vegas.

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