Cocktail Investing

Awash in March quarter data this week, Tematica Research’s Chris Versace and Lenore Hawkins once again pore over all the economic and stock market noise to hone in on what’s really going on and share several thematic investing signals. On the podcast you’ll hear the following and much, much more:   • Our take on weaker than expected March auto sales as well as the latest income tax data and why they are confirming data points for our Cash-strapped Consumer investing theme; • Why rising margin debt levels mixed with the stock market’s current valuation is likely to make for a return in volatility as the velocity of 1Q 2017 corporate earnings reports explodes; • How Amazon is looking to double down on our Content is King investing theme; • Our thoughts on why Food with Integrity company Panera Bread is being acquired; • Steps Proctor & Gamble is taking to fend off its Connected Society competitors and appeal to the Cash-strapped Consumer; • How and why Facebook is positioning itself for Cashless Consumption