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.
Shifts in Investor Sentiment Lead to Big Pain in the Markets

Shifts in Investor Sentiment Lead to Big Pain in the Markets

The recent shifts in investor sentiment that led to some big pain this week in the US stock market are the key focus for this week’s episode of the Cocktail Investing Podcast. Hosts Chris Versace and Lenore Hawkins trace the impetus for the recent moves back to the data and comments they shared several weeks ago with listeners of the podcast and in their Tematica Research writings.

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Poshmark, a Disruptive Innovator for Your Closet

Poshmark, a Disruptive Innovator for Your Closet

While technically Poshmark is a digital marketplace where people from the United States can buy and sell new or used clothing, shoes and accessories, the reality is it’s a community based social media platform that matches buyers and sellers of personal clothing. If that sounds like a company at the intersection of our Disruptive Innovators, Digital Lifestyle, Middle-Class Squeeze and Living the Life investing themes, we could not agree more.

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Ep 73: Can the Market Continue Its Run Through the End of 2018?

Ep 73: Can the Market Continue Its Run Through the End of 2018?

From contagion concerns spilling over from Turkey to escalating tariffs between the US and China, more signs of inflation heating up even as more economic data of late has missed expectations, it’s not the ho-hum end of summer many had been hoping for. That’s why we called in long-time friend Keith Bliss of DriveWealth for a conversation on all of those things as well as where he sees the markets heading by year end.

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Ep 72: Underneath the Explosion in Passive Investing and ETF’s

Ep 72: Underneath the Explosion in Passive Investing and ETF’s

A chat with Michael Mell, Senior Director, Custom Indices at S&P Dow Jones Industries to discuss the explosion in passive investing. Underneath the hood of a passive ETF is an index that it tracks that defines its investment strategy and style. The explosion in passive investing and ETFs have given rise to a plethora of custom indices, hence Chris’s conversation with Michael about the ins and out of passive investing and indexing

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EP 70: The Evolving Cannabis Industry

EP 70: The Evolving Cannabis Industry

With more headlines these days about the potential therapeutic uses of Schedule 1 substances, Tematica’s mixologists Lenore Hawkins and Chris Versace talk with William Kelly, Managing Partner at AgriCascadia about the evolving cannabis industry on this week’s podcast. Bill has an incredible track record of being on the cutting edge of major technology and social changes as the co-founder of Sapient Health Network (previously WebMD), Learning.com and ReelDx.

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