Tag: consumer spending

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The Largest Wealth Transfer in History Has Begun – Brands Benefit Most

The opportunity in front of investors is unlike anything we have ever seen because the size of the current wealth transfer is unprecedented in world history.

Consumer Stocks: The Mean Reversion Opportunity

In theory, a group of leading companies serving a very large and growing market should also be a solid investment opportunity. Testing this theory using a look-back of the actual performance of a basket of leading Consumer Discretionary brands offers some proof to this thesis.

The Consumer in 2024: Steady as She Goes

As we begin 2024, the state of the consumer is a great place to start. As dedicated consumer spending-focused investors, the state of the consumer is an important variable to understand.

Mega Brands on the Rise: How Spotify, Tesla, and Costco Stack up to the Competition

Could there be a better core than the global consumption theme? Global consumer spending is 60% of the world’s $100 trillion GDP or $60 trillion per year.

Mega Brands on the Rise: How Spotify, Tesla, and Costco Stack up to the Competition

Could there be a better core than the global consumption theme? Global consumer spending is 60% of the world’s $100 trillion GDP or $60 trillion per year.

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.

A Consumer Health Update

The longer the prices of everything we consumer regularly, stays elevated; the more discerning consumers will be regarding spending.

A Consumer Health Update

The longer the prices of everything we consumer regularly, stays elevated; the more discerning consumers will be regarding spending.

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