Ep 12 Keys to July Retail Sales and Walmart results, plus the big threat to German Auto Industry

On this episode of the Thematic Signals podcast, we’re digging into the July Retail Sales and quarterly earnings results from Walmart as both confirm the hard-blowing tailwinds associated with our Digital Lifestyle, Middle-Class Squeeze, Aging of the Population and Cleaner Living Investing themes.

We also breakdown a recent article in The Wall Street Journal that discusses how one aspect of our Cleaner Living investing theme — electric vehicles — could threaten the German economy. It’s the same structural shift that should have folks more than a little concerned about Tesla, both its business as well as its shares. All that and much more on this episode of the podcast. 

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Resources for this podcast:

• @ChrisJVersace
• https://www.tematicaresearch.com/
• Tematica Research Cleaner Living IndexThematic Signals