A Blue-Chip Update: Where do Amazon, Nike, and Meta Stand?
Core allocations should be highly correlated to core themes around the globe. Global consumer spending is 60% of the world’s $100 trillion GDP or $60 trillion per year.
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Corporate Insights
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A Five-Minute Consumer Focused Update
Core allocations should be highly correlated to core themes around the globe. Global consumer spending is 60% of the world’s $100 trillion GDP or $60 trillion per year.
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The Ripple Effect: September 10th, 2023
As we navigate the economic landscape, there are clear indications that the market is taking a well-deserved breather, cautiously eyeing potential trouble spots.
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Why Don’t Investors Want to Buy Stocks on Sale?
In every aspect of our lives, when we see bargains in merchandise we love, we buy more. As consumers, we get excited to capture a sale, but as investors, we run from sales. Flip this narrative around and we become great investors.
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Earnings updates from 3 Mega Brands Serving Important Mega Trends.
Leading companies serving large end-markets will tend to outperform over time. On the rare occasions when they struggle, that’s usually a time to be adding to those companies.
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Tracking the Brands & Trends Younger Generations Love Offers Great Insights for Investors
Younger consumers create long-term trends. The brands they love are a key focus for our team.
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There’s an Estimated $57 trillion in Household Spending Each Year
Does a $57 trillion theme warrant dedication in an investment portfolio? Absolutely.
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Powerful Demographic Trends Can Drive Secular Portfolio Performance
Roughly 4 billion Millennials and Gen-Z globally offer massive tailwinds to certain brands.
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What the Largest, Smartest Investors See Going Forward
I’ve always believed watching what the smartest investors in the world are doing, offers the average HNW investor a wonderful advantage. The largest alternative asset managers, including the private equity and private credit firms, have an information advantage over the typical individual investor.
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In the Real World, We Love When Great Merchandise Goes on Sale. In the Investment World, Sales Can Offer Money-Making Opportunities.
We know intuitively, buying great merchandise on sale is something consumers love. Ironically, in the investment business, when great stocks go on sale, investors tend to freeze or sell. That’s a mistake.
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