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 […]

read more »
Weekly Issue: Looking Around the Bend of the Current Rebound Rally

Weekly Issue: Looking Around the Bend of the Current Rebound Rally

We’ve closed the books on a painful November, and while progress on the US-China trade front is popping the stock market today a number of issues remain that will likely come into focus as the relief rally fades. We recap the Thanksgiving through Cyber Monday holiday shopping, a boon for our Digital Lifestyle investing theme and discuss what investors should be watching this week as we kick off the last month of the trading year.

read more »
Weekly Issue: Adding to BABA and DRFG

Weekly Issue: Adding to BABA and DRFG

In this week’s packed issue of Tematica Investing, we are adding to our positions in Alibaba (BABA) and Del Frisco’s (DFRG), assessing the National Retail Federation’s 2018 Holiday Shopping Forecast, and previewing Costco’s (COST) earnings report that will hit after today’s market close.

read more »
A Middle-class Squeeze recipe: Flat real wage growth with prices poised to move higher

A Middle-class Squeeze recipe: Flat real wage growth with prices poised to move higher

We’ve been witnessing inflationary pressures in the monthly economic data over the last several months. Some of this has been higher raw material due in part to trade tariffs and other input costs, such as climbing freight costs, as well as the impact of increased minimum wages in certain states. Habit Restaurant (HABT) noticeably called out […]

read more »
Uncertainty and volatility to remain in place as we enter 2Q 2018

Uncertainty and volatility to remain in place as we enter 2Q 2018

As we close the books on 1Q 2018, we are starting the new quarter off on very different footing than we have in some time – one that has investors filled with questions, concerns and a good dash of uncertainty. This is likely to make for a challenging 1Q 2018 earnings season that is right around the corner.

read more »
Consumer debt above Great Recession levels is a headwind to spending and the economy

Consumer debt above Great Recession levels is a headwind to spending and the economy

We’ve seen the reports of rising consumer debt, and a new one confirms one aspect of our Cash-strapped Consumer investing theme —  “wage growth has been stagnant for five years for a large segment of the working populace — and that using cards is the result of the simple fact that people have to use […]

read more »
Home No So Sweet Home

Home No So Sweet Home

Many consumers still have mortgage/home ownership PTSD after the unprecedented pain felt during the financial crisis. The decades of rising rates of homeownership, induced in large part by federal policies and legislation, has mostly been wiped out. This data illustrates how the generations most affected by the financial crisis have shifted to a more asset-light lifestyle. This shift is a tailwind to those companies providing goods and/or services consistent the sharing economy.

read more »
Bearish Thoughts on General Motors Shares

Bearish Thoughts on General Motors Shares

Rising consumer debt levels amid higher interest rates and a lack of wage growth are an ominous sign for this automotive company.

read more »
Friday’s January Job Report a Blowout, But There’s More You Need to Know

Friday’s January Job Report a Blowout, But There’s More You Need to Know

This morning’s January Employment Report showed the economy added 227K  jobs in January, beating consensus expectations for 170K jobs.  This comes after the surge in January private sector jobs to 246K vs. the expected 165K reported by ADP earlier this week. Great to see some data to back up the uber-optimistic market these days, but […]

read more »

Why so many Americans in the middle class have no savings 

New data from the Federal Reserve points to the fragile state of American households, confirming our Rise & Fall of the Middle Class and Cash-Strapped Consumer investing themes in the process. Most American households did slightly better economically in 2015 than 2014, according to a recent survey by the Federal Reserve; 69 percent said they were […]

read more »