Weekly Issue: The Changing Mood of the Market

Weekly Issue: The Changing Mood of the Market

The stock market continues to grapple with several headwinds across the geopolitical, economic and economic landscapes. Near-term the changing market mood will be challenging, but we continue to receive favorable signals that confirm our thematic approach.

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Cashing in on the Cash-Strapped Consumer theme, BJ’s Wholesale Club going public (again) but it’s no Costco

We’d like to think the above headline sums it, it only partially does. Yes, given several data points that show consumers have taken on more debt and its sapping their disposable income, our Cash-strapped Consumer investing theme remains intact. The wind up of this theme is consumers are foregoing certian spending or saving, in some […]

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