Good morning, it’s Paul here. Please see the header for companies I’ll be covering today.Barclaycard – consumer spending dataI’ve tracked down the Barclaycard consumer spending report for Dec 2019, which is here. It’s well worth a look, as there’s some useful intelligence in there for investors, relating to consumer spending on debit amp; credit cards.In particular, this graphic (below) shows the winners amp; losers by sector – looks like pubs are a good place to be invested at the moment (hopefully augurs well for the update from Revolution Bars (LON:RBG) – one of my biggest holdings personally – this Friday).I hope Barclaycard don’t mind me reproducing their very informative graphic here, seeing as it’s already available free online;NB. the reason why some of the Barclaycard data might look strange, is that it only covers debit amp; credit card spend, and hence excludes cash transactions. Given that contactless payments are replacing many cash transactions, then that skews the data.For example, I sometimes (not in Dry January though) browse my online banking app, and see 5 or 6 consecutive debits labelled “The Lord Clyde”,…

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