As the Consumer Turns
Adam JosephsonReformed sell-side equity research analyst; my background is in paper & packaging and more broadly the goods industry, and I follow accounting, banking, and economy-wide issues as they pertain to my former coverage universe.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 128 | Founded | 2 years ago | Last Issue | 3 months ago |
| Active | |||||
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adamjosephson.substack.comLatest Issues
The Factor Rotation Into Sectors With Deteriorating Fundamentals
The Financial Times ran a story yesterday detailing equity investors’ flight from sectors seen as vulnerable to AI disruption (software, etc.) to asset-heavy businesses such as utilities, energy and materials (link). Staples stocks have als...
The Composition of Consumer Spending Growth
Following the release of 4Q U.S. GDP data on Friday, I published a chart about the disproportionately large contribution of health care services to real (inflation-adjusted) consumer spending/PCE growth and noted that mandatory categories s...
Health Care Contributing Disproportionately to Consumer Spending Growth as Well as to Job Growth
I wrote last week about the disproportionately large contribution to private sector job growth coming from the economically-insensitive health care and social assistance sectors (link). Indeed, those two sectors contributed over 100% of suc...
Financial Leverage Update
This afternoon, FINRA published data on margin debt provided by broker-dealers in January; Robinhood published data on its customers’ margin debt in January; and the NY Fed published weekly primary dealer statistics. In what will come as a...
The Long-Term Decline of Foreign Central Banks' U.S. Treasury Holdings Continues
I recently wrote about the rapid growth of U.S. Treasury (UST) issuance and the Trump administration’s tactics presumably intended to limit the upward pressure on long-term interest rates (link). I noted that the Federal Reserve was doing i...
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