Category Archives: Middle Class Squeeze

Weekly issue: Downside Protection Critical Amid These Uncertain Conditions

Weekly issue: Downside Protection Critical Amid These Uncertain Conditions

With the stock market seemingly once again ignoring the growing risks that could lead to a rocky March quarter earnings season, we are making sure subscribers have downside protection amid their holdings.

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Walmart entering the low-end tablet market as Google looks to exit

Walmart entering the low-end tablet market as Google looks to exit

Walmart is joining the ranks of the tablet market, which comes at a time when some device owners are balking at the increasing price points for smartphones. This tablet, which will have a price point that is very friendly with cash strapped consumers associated with our Middle-class Squeeze investing theme, leverages Chinese manufacturing and the […]

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Weekly Issue: Talking Thematics, Boeing and Retail Sales

Weekly Issue: Talking Thematics, Boeing and Retail Sales

The driver for the market so far this week has been retail and Boeing, and we tackle what’s going on with both. We’re adding a new Disruptive Innovator to the Select List and holding steady with Del Frisco shares following good earnings, but not a word on its strategic initiatives.

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Ep 98: The Squeeze Is On

Ep 98: The Squeeze Is On

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.

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Doubling Down on Digital Infrastructure Thematic Leader

Doubling Down on Digital Infrastructure Thematic Leader

Last week’s economic data confirms the global economy continues to slow, and for now, the US remains the best economy on the block. Through the first two months of 2019, the domestic stock market has been on fire even as earnings expectations and dividends continue to be cut. As earnings season fades, time to watch insider selling activity to gauge what lies ahead. Following last week’s earnings report and subsequent drop, we’re doubling down on a Digital Infrastructure Thematic Leader.

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With 300 store closings announced in 24 hours, the retail apocalypse continues

With 300 store closings announced in 24 hours, the retail apocalypse continues

The end of February was a painful month for consumers. Not only did we learn that Personal Income fell in January, marking the first such decline in a number of months, but there will soon be fewer locations for consumers to spend. As I discussed on a recent Cocktail Investing podcast, we continue to see […]

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The greying of America’s workforce runs the risk of inflation?

The greying of America’s workforce runs the risk of inflation?

We here at Tematica have been discussing the growing number of headwinds to the global economy, but one that even we have not zeroed in on is a somewhat hidden cost associated with our Aging of the Population investing theme. We know people are living longer than ever before, which means they either need to […]

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WEEKLY ISSUE: Companies continue to serve up weaker guidance

WEEKLY ISSUE: Companies continue to serve up weaker guidance

Another week of the stock market melting up as December quarter issues continue to fall the wayside. Yet, companies continue to serve up weaker guidance leading earnings expectations to fall. There are fresh concerns over the speed of the domestic economy, which continues to look like the best one on the economic block. We break down recent positive data for Amazon, Google, and Costco Wholesale, and discuss what’s ahead with Universal Display and Mobile World Congress 2019.

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Europe’s Shrinking Middle Class

Europe’s Shrinking Middle Class

From time to time we receive stark reminders that our investing themes are global in nature, and this includes our Middle-Class Squeeze investing theme. Because the middle-class in Europe accounts for a greater percentage of the population, the pressure it feels offers an opportunity for companies like Amazon, Costco, and Walmart that have deflationary business models and […]

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