Ep 76 – Summer is a Wrap So What’s Next?

Ep 76 – Summer is a Wrap So What’s Next?


A look at what to expect in the stock market and economy as we head into the last four months of the 2018.



As the long, warm days of summer come to a close and with the Labor Day weekend right around the corner, our resident mixologists, Chris Versace (Tematica Research’s Chief Investment Officer) and Lenore Hawkins (Tematica Research’s Chief Macro Strategist) take a look at what to expect as we head into the last four months of the year. Our dynamic duo discusses what has surprised them in 2018 and where they think the opportunities and risks lie for the remainder of the year and into 2019 as they discuss the ongoing trade wars, potential new agreements with Mexico and Canada, the markets making new highs and the mixed economic data coming in.

Companies mentioned on this podcast

  • Alibaba (BABA)
  • Amazon (AMZN)
  • Apple (AAPL)
  • Coca Cola (KO)
  • Netflix (NFLX)
  • PepsiCo Inc (PEP)
  • SodaStream International Ltd (SODA)
  • Universal Display (OLED)
  • Walmart (WMT)


Resources for this podcast:



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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