#100 - Consumer Are Changing Where They Spend

In this podcast we identify that consumers are changing how they spend their money.  It appears people are buying less fun stuff like vacations and home improvements and focusing more on boring stuff like food and clothes. Do consumers know something analysts don't and are starting to adjust their budgets in preparation for a slowing economy?  Listen in this Weekly Brief our observations of consumer spending and the changes we are making in our model portfolios.