Published Research and the Living the Life Theme

New findings from OC&C Strategy confirm the influence of Gen Z Chinese shoppers on the luxury goods market, a major aspect of our Living the Life investing theme

Another cruise line is entering the luxury market which features a smaller cabin count but a much higher price tag in the hunt for higher margins associated with our Living the Life investing theme.

In a busy as well as volatile week, we continue to receive confirming data points for our investment themes and thematic holdings from a variety of sources including the September Retail Sales report as well as September quarter earnings reports and other events. This week we are scaling once again into our DFRG shares.

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The Tematica Individual Membership provides thematic investing strategies, trading ideas, and analysis of the most pressing economic and market developments that drive both our thematic perspectives and investing strategies.
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Cocktail Investing Podcast September Retail Sales Report

  On this week’s podcast, Tematica’s mixologists, Lenore Hawkins and Chris Versace, take a thematic deep dive on the September Retail Sales Report. With the consumer directly or indirectly accounting for nearly two-thirds of the domestic economy and the average consumer spending 31% of his or her paycheck on retails goods, this monthly report is […]

Soon to go public Revolve is embracing media influencers to drive sales, a strategy that leverages our Living the Life investing theme.

There are many cars on the roads today, but one iconic car company that counts famous movie spy James Bond as a customer is going public. That’s right, well known expensive sports car company Aston Marton is selling shares to the public joining Ferrari as one of the pure-play publicly traded companies that focus on higher […]

Following several bullish data points from last week, including ones found in the August Retail Sales report, we are adding to our position in Del Frisco’s Restaurant Group (DFRG). The August Retail Sales report was also positive for our Amazon, UPS, Costco Wholesale and McCormick & Co. shares.

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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What is Thematic Investing

Thematic investing looks to identify pain points by looking at the intersection of shifting economics, demographics, psychographics and technologies, mixed in with regulatory mandates and other forces. Such pain points result in a pronounced secular market shift that shapes and impacts behavior, forcing companies to make fundamental changes to their businesses to succeed.  Read More >>

What We Do at Tematica

Tematica Research provides equity research, economic insights, and investment ideas based upon its proprietary thematic perspective of the world and financial markets. The thematic discipline utilized by Tematica across its research and economic commentary, as well as its index and portfolio construction efforts, is the culmination of the more than 20 years Chief Investment Office Chris Versace spent analyzing industries and companies.  Read More >>