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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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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A Five-Minute Consumer Trends Update
if the S&P 500 Index has generated an annualized return of roughly 8-10% over the long-term, leading companies serving important industries should, in theory, generate 300bps+ more over long periods of time. Understanding this and investing for it offers investors a long-term edge.
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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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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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Consumer Spending is Mean Reverting Back to Long-Term Trend
When consumers were locked in their homes and shopping online, savings rates and goods spending went parabolic. When things go parabolic, they should be expected to mean revert to the long-term trend over time. That’s exactly what has happened with Retail Sales and the components within this $7 trillion per year component of GDP.
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