Ep 98: The Squeeze Is On

Ep 98: The Squeeze Is On

The state of retail results and consumer debt confirm our Middle-Class Squeeze investing theme


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. This has reignited retail apocalypse as the number of announced brick & mortar store closings reignites following disappointing holiday sales and same store comp sales and the continued shift to digital shopping that is part of our Digital Lifestyle investing theme.

On the podcast we talk about which retailers are benefitting from the Middle-Class Squeeze tailwinds, which means vibrant same store comps and opening more locations in the coming months. In addition, we run through the latest economic data and share why we’ll be paying close attention to insider selling activity between now and the end of March.

Have a topic we should tackle on the podcast, email me at cversace@tematicaresearch.com

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About the Author

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.

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