Happy Holidays and Merry Christmas readers!
While many are busy couch surfing or braving brick & mortar stores to get ready for the coming holidays and gift-giving season, we continue to be overwhelmed with confirming data points for our investment strategies. That said, this week’s Thematic Signals is likely to be the last one of 2022 as team Tematica looks to unplug, chill out, and rest up for the coming year. When we come back stronger than ever, we’ll not only be sharing the latest points that speak to the structural changes our themes have identified, but we’ve got a few more company interviews to share as well. We may even have a new investment theme or two to add to the mix as well.