Published Research and the Middle Class Theme

Central bankers around the world are opening the stimulus flood gates, markets celebrate and all is good with the world… or is it?

Sal Gilbertie of Teucrium Trading joins the Thematic Signals Podcast and shares how investors should think about commodities across the 5 to 7-year cycle and why the upcoming G20 summit could serve as another catalyst for commodity prices to move higher.

Welcome to the Thematic Signals podcast, where we look to distill everyday noise into clear investing signals using our thematic lens and our 10 investing themes.  On this episode, host Chris Versace discusses the sharp June rebound in the stock market that is being fueled by “bad news is good news” with return of Fed […]

Tematica Research Membership

For Experienced Individual Investors and Financial Professionals

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.
Financial Professionals and experienced Individual Investors that become members receive access to the Thematic Leaders List which includes the top stock in each theme, plus our top overall most thematically-positioned stock. Membership also includes the Tematica Select List which are additional trading ideas of stocks riding our 10 investment themes and regular on-going insights and commentary on the market from a thematic perspective.

As we wind up the most recent barrage of quarterly earnings, we are being left with a sour taste in our collective mouths thanks to retailers, particularly those focused on apparel. While some data points to those mall-based retailers, like The Gap being hard hit, other data suggests retailers are not matching consumer preferences either for […]

When times get tough, companies look to tap into the goods and services with inelastic qualities. In other words, things people will buy no matter what the speed of the economy. Many of these can be found in our Guilty Pleasures investing theme including the one that Middle-Class Squeeze company Dollar Tree is embracing – […]

Welcome to the Thematic Signals podcast, where we look to distill everyday noise into clear investing signals using our thematic lens and our 10 investing themes. Every week we not only discuss key events that are shaping the stock market, but we also look at key sign posts for the changing economic, demographic, psychographic, and […]

Every few months we receive the results of another study or survey that remind us of the worrisome financial state for a number of Americans. While we take no pleasure in these Middle-class Squeeze confirmation points, they are fodder for companies that either help consumers get a grip on escalating debt levels that sap disposable income […]

Cocktail Investing Podcast, what investors should do in the new "risk off" stock market environment

On today’s podcast we discuss the renewed sense of uncertainty in the stock market following the US-China trade SNAFU that is simply not what investors were expecting just 10 days ago. With weeks to go until the next round of trade talks, investors will focus on the potential impact from the latest round of trade […]

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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 >>