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Former paper & packaging analyst Adam Josephson has launched a publication on U.S. Consumer spending titled “as the consumer turns.” Adam Josephson’s substack titled “as the consumer turns” focuses on all things related to U.S. Consumer spending.
He writes about what all manner of publicly traded consumer companies (Retailers, restaurant chains, CPG companies, freight companies, etc.) Are saying and reporting about the health of the economy, and he writes about bank lending and its impact on the health of households and businesses. It’s free for the time being, until such time as Adam decides to start charging for at least part of what he’s writing.
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