Cocktail Investing

In this week’s episode of the Cocktail Investing Podcast, Tematica’s resident mixologists, Lenore Hawkins and Chris Versace, once again dig through all the earnings noise, economic data and latest policy plans spinning out of Washington to distill it down into clear investing signals.    As usual, there is a helpful amount of fun and good humor along the way as they discuss new confirming signs the economy slowed in 1Q 2017 and is starting the current quarter off on rather soft footing. Amid a frenzy of corporate earnings reports this week that includes 200 of the S&P 500 set of companies, one commonality across those reports that we've spotted is expectations for the current quarter are being dialed back. Are Chris and Lenore surprised? No, they are not, because they have been tracking both the hard and the soft economic data, as well other corroborating indicators like truck tonnage, rail traffic and other transport data.    Lenore and Chris review that data and more as well as talk about: Their reacti