Archive

Is This German Cement Company an ESG Opportunity?

Is This German Cement Company an ESG Opportunity?

The cement industry is one of the world's worst CO2 emitters... Governments and businesses are becoming more and more worried about climate change. Certain industries are always in the crosshairs of climate regulators. These include the big emitting industries like oil and gas, utilities, and metal producers.  But one industry in the spotlight now may […]
How Real-Life Drama Is Affecting This Cable Company's Stock

How Real-Life Drama Is Affecting This Cable Company's Stock

A real-life version of Succession is playing out in Canada... Succession is a fictional TV series on HBO about a dysfunctional family fighting over control of their global media conglomerate as their powerful father's health deteriorates.  A similar situation is unfolding in the real world... There's a feud within the Rogers family – of Rogers […]
An Equity Sector That Is Combating Higher Inflation

An Equity Sector That Is Combating Higher Inflation

While inflation may not be here to stay, here's how to stay one step ahead... Inflation seems to be the only thing people are talking about in the wake of massive federal spending to float the economy through the pandemic. The supply chain crisis, causing increases in component and logistics costs, is prompting everyone to […]
Financial and Other Benefits of 'Thanks-Givers'

Financial and Other Benefits of 'Thanks-Givers'

Joel's note: Altimetry is closed Thursday and Friday in observation of the Thanksgiving holiday. So, look for the next Altimetry Daily Authority on Monday, November 29. We wish everyone a safe and enjoyable holiday. The real meaning of Thanksgiving is widely shared... The turkeys are being brined, and the potatoes and pies are being prepared […]
Here's a Stock Market Outlook for the Airline Industry This Holiday Season

Here's a Stock Market Outlook for the Airline Industry This Holiday Season

Strap in for a busy Thanksgiving at the airports... Before the pandemic, the Wednesday before Thanksgiving was typically the busiest travel day in November.  But the pandemic has brought about yet another interesting change in our behavior. Instead of waiting for the day before, people have chosen to fly in yesterday, making the Monday before […]
The Great Capex Cycle Is Coming, Here's How to Play It

The Great Capex Cycle Is Coming, Here's How to Play It

President Joe Biden celebrates infrastructure week... We have been pounding the drum for quite some time about the upcoming capital expenditure ("capex") cycle in the U.S.  The country's aging public infrastructure has long been a concern among voters and politicians. Yet little seemed to ever come about from discussions on what to spend on repairs.  […]
This TikTok Pug Has An Important Message for Everyone

This TikTok Pug Has An Important Message for Everyone

I'm blessed that my wife always keeps me young, entertained, and informed... Now and then, while I'm working late on the couch or making her watch the NFL or postseason Red Sox baseball with me, she's in the habit of scrolling through TikTok and giving me a play-by-play. Recently, she showed me one that particularly […]
This Company Helps Identify Talent in the Human Capital Economy

This Company Helps Identify Talent in the Human Capital Economy

The world of blockchain technology is developing at a breakneck pace...  We're not breaking any major news here when we say that the world of cryptocurrencies is booming as bitcoin and ethereum have become household names.  Bitcoin prices sit near record levels around $60,000. But investors and speculators aren't the only ones trying to profit […]
The Wheels Just Came Off for This Pandemic Favorite Stock

The Wheels Just Came Off for This Pandemic Favorite Stock

This home-fitness brand is all flash and no substance... Peloton (PTON) just reminded everyone earlier this month that the "At-Home Revolution" doesn't mean perpetual growth for all of the companies exposed to it. The stationary bike and treadmill maker missed on both top- and bottom-line estimates. It also took an axe to its forecasts, guiding […]
Elon Musk Threatens to Move the Needle on the Stock Market... Again

Elon Musk Threatens to Move the Needle on the Stock Market... Again

Imagine letting strangers choose what to do with $20 billion... By now, you've certainly heard about Tesla (TSLA) founder Elon Musk's recent shenanigans... Instead of going to a financial advisor or lawyer, Musk turned to Twitter (TWTR) on November 6 to crowdsource the decision on whether or not to sell 10% of his Tesla holdings. […]