Most Recent Articles

The Real Numbers Show How Investors Benefit From This Asset Manager's Mergers

The Real Numbers Show How Investors Benefit From This Asset Manager's Mergers

Back in November, we highlighted some potential merger and acquisition (M&A) activity in the financial-services sector… We mentioned the potential Janus Henderson (JHG) and Invesco (IVZ) marriage. The rumored deal still hasn’t occurred… But the motivations showed the moves some companies in the asset-management space might need to make. Competition is stiff between asset-management firms. […]
The Housing Frenzy Is a Boon for This Tub and Toilet Maker

The Housing Frenzy Is a Boon for This Tub and Toilet Maker

As we highlighted yesterday, the housing market is changing… With folks spending so much time at home, they’re thinking about homes differently than in the past. They have a different idea of where they want to live, how much square footage they need, and how to go about buying a new place. The household is […]
Despite Big Demand, Rating Agencies Are Treating This Homebuilding Supplier Like It's 2008

Despite Big Demand, Rating Agencies Are Treating This Homebuilding Supplier Like It's 2008

Every day, new data emerge highlighting the surge in homebuying demand… We’ve said it many times here at Altimetry Daily Authority: With the coronavirus pandemic forcing people to stay at home more than ever before, they’re seeking to upgrade their living situations. They’re looking to move from cramped cities to more spacious suburbs. This is […]
Management's Outlook Gives Us a Secret View Into the Market's Direction

Management's Outlook Gives Us a Secret View Into the Market's Direction

The stock market is fueled by how investors feel about it… This is why we frequently talk about investor sentiment during our Monday macroeconomic insights – think correlations and active investor allocations. These metrics are so important because human sentiment tends to flip quickly. That’s why the field of behavioral economics exists… Financial markets are […]