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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The growing intersection of the Aging Population and the Middle-Class Squeeze

The growing intersection of the Aging Population and the Middle-Class Squeeze

On their own, each of Tematica’s 10 investing themes is pretty powerful, but when two or more of them come together they form some pretty powerful tailwinds and formidable headwinds. Our Aging of the Population investing theme focuses on the demographic shift that we are undergoing and our Middle-Class Squeeze one addresses the economic pressure […]

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Aging Americans find Social Security benefits buy 34 percent less than in 2000

Aging Americans find Social Security benefits buy 34 percent less than in 2000

A new report released by the Senior Citizens League showcases the intersection of our Aging of the Population and Middle Class Squeeze investing themes as it reveals “a 4 percent loss in Social Security buying power from January 2017 to January 2018 and a 34 percent decrease since 2000.” Talk about a major ouch for […]

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Pain Points in Investing – Social Security Number as a case study

Pain Points in Investing – Social Security Number as a case study

Tematica’s investing strategy focuses not only on those long-term forces that generate formidable tailwinds or headwinds but also on major pain points, as solutions can generate serious value to entrepreneurs and investors alike. The problem of Social Security numbers for definitive identification is one such pain point.

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Let’s talk about more Americans retiring outside the U.S.

Let’s talk about more Americans retiring outside the U.S.

While we’re not ready to call the egress of retired Americans to areas around the globe that are more affordable the intersection of our Cash-strapped Consumer and Aging of the Population themes just yet, it is something we are watching. The “just under 400,000 American retirees now living abroad” is less than 0.5 percent of […]

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Inflation is a tricky game

Inflation is a tricky game

On February 19th, the Bureau of Labor Statistics (BLS) recently reported that inflation, as measured by CPI, remains low in the United States at a non-seasonally adjusted 12 month rate of 2.6%.  On February 12th, 2010 Olivier Blanchard, the IMF’s chief economist, called for central banks to raise their inflation targets, perhaps to 4% from the current standard around 2%.  I […]

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