Author Archives: Lenore Hawkins, Chief Macro Strategist

About Lenore Hawkins, Chief Macro Strategist

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.
WEEKLY WRAP: Will market insanity go beyond “What-the-heck” and deep into “You’ve-got-to-be-kidding-me”?

WEEKLY WRAP: Will market insanity go beyond “What-the-heck” and deep into “You’ve-got-to-be-kidding-me”?

The economic “soft” data continues to be more optimistic than the actual hard data, which paints a less robust economic picture that isn’t consistent with the story of an acceleration. Caution is warranted as more and more signals appear reflecting that we are in the later stages of this business cycles

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Size Matters – When it Comes to Employment

Size Matters – When it Comes to Employment

I have written quite a few posts this week about our investing theme of the Cash-Strapped Consumer, sharing data that explains why so many are still struggling and how this economic pain point creates investing opportunities. Yesterday I showed how the growth in income since the financial crisis has been well below historical norms, which […]

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Is Our Connected Society a Little Too Connected?

Is Our Connected Society a Little Too Connected?

Mobile phones are making our Connected Society ever more connected as we become increasingly obsessed with that precious device. It is the first thing many of us look at in the morning and the last thing at night, but there is ample opportunity for a lot more folks around the world to join us addicts!

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