Category Archives: Middle Class Squeeze

Millions of Americans are just one paycheck away disaster

Millions of Americans are just one paycheck away disaster

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 […]

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Ep 103: What to do in the new “risk off” stock market environment

Ep 103: What to 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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Weekly Issue: As trade concerns escalate, investors brace for an expectations reset

Weekly Issue: As trade concerns escalate, investors brace for an expectations reset

The market has embraced a new round of uncertainty as US-China trade took a route few were expecting just a few weeks ago. New rounds of tariffs have amped up trade talk tensions while leading investors to once again question growth expectations for the economy and earnings.

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The U.S. government is knocking for student loan

The U.S. government is knocking for student loan

While there are talks of student loan forgiveness on the 2020 campaign trail, the Treasury Depart is stepping up its game to collect on delinquent student loans. Data from the Bureau of Economic Analysis (BEA) points to disposable income once again coming under pressure during the first quarter of 2018. Paired with rising gas prices […]

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The Middle Class Squeeze and Aging of the Population Themes Converge Under the Golden Arches

The Middle Class Squeeze and Aging of the Population Themes Converge Under the Golden Arches

According to a report by the Economic Policy Institute (EPI): The average household aged 56-61 has amassed a $163,577 nest egg. Over the course of a 20-year retirement, $163,577 amounts to just $8,178 a year, or $681 a month, of income. The median savings for that age group is just $17,000, which means a large […]

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This Week’s Issue: Hear those engines? It’s earnings season!

This Week’s Issue: Hear those engines? It’s earnings season!

This week we go from the frying pan into the earnings season fire with 30% of the S&P 500 companies report their quarterly results. This will offer a number of thematic data points, as we illustrate with the results from Coca-Cola, Lockheed Martin, Twitter and Verizon. We also chew on the conflicting signals between the Retail Sales and Housing data for March. The answer to that leads us to add a call option position in Home Depot shares at Tematica Options+.

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Walmart Store Revamp Checks Several Thematic Boxes

Walmart Store Revamp Checks Several Thematic Boxes

News coming out of Bentonville, AR this week details a series of store enhancements and renovations to 500 Walmart stores in the coming years. As we read through the discount retailer’s plans, the “ding” buttons were going off in our heads as many of them directly touch upon our investment themes. At a reported total cost of $11 billion, these plans are set to have a major impact on both store operations and the customer experience of shoppers. Here is a quick rundown of what we learned.

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Weekly Issue: Apple and Disney Showing Transformational Signals

Weekly Issue: Apple and Disney Showing Transformational Signals

Ahead of the Easter holiday week, we have a jam packed issue as we review some of the latest economic data and breakdown the IMF’s recent downward revision for its 2019 GDP forecast. And yes, earning season is almost upon us. Before that, we have Disney’s annual Investor Day at which it will formally debut its streaming service Disney+. We also visit with Middle Class Squeeze Thematic Leader Costco Wholesale (COST) following blow out March quarter same-store sales. And eMarketer gives us reasons to be positive on Alphabet/Google as well as Thematic King Amazon. At Options+, we will continue to hold our short position in Veeco Instruments as well as our inverse call option position as earnings season gets underway.

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The looming retirement crisis will leave most unable to afford a ‘solid life’

The looming retirement crisis will leave most unable to afford a ‘solid life’

We tend to be data junkies here at Tematica, particularly as they pertain to our 10 investing themes as well as the overall global macroeconomy. In collecting these data points, from time to time, we receive ones that while confirming for our themes do point to problems ahead. In this case, the latest analysis of […]

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