Archive
The modern work environment has changed... and it's time for more companies to catch up. As the coronavirus pandemic escalated last year, millions of employees shifted to a work-from-home ("WFH") environment. For many folks, the transition was a pleasant development... Many people enjoyed "killing the commute" and a flexible work environment. As the pandemic begins […]
- GOOGL
- MSFT
- ZM
Sometimes, truth is stranger than fiction... Out of all the crazy events that happened at the onset of the coronavirus pandemic last year, nobody could have predicted what happened in the oil market. With economic activity around the globe basically put on hold to fight the pandemic, no one needed oil. But oil was still […]
- NS
The market met strong first-quarter earnings with a shrug... As many S&P 500 Index companies reported quarterly results over the past few weeks, analysts have gotten a better handle on earnings and outlook for the rest of the year. While some analysts feared a sluggish recovery, the first quarter is shaping up to be a […]
- MS
Last week, Joel talked about why asking questions leads to better stock picking... In the April 23 Altimetry Daily Authority, he highlighted the analysis of Philippines-based miner Nickel Asia (NIKL.PM) and how his embracing of the Socratic method allowed a big client to dodge a potential portfolio "torpedo." As Joel explained, statements of fact can […]
- LVMUY
- NIKL.PM
- TPR
Despite the rise in subscriptions, ad spending can't be stopped... Over the past few years, one of the most popular business models has been consumer subscriptions, with companies like streaming giant Netflix (NFLX) at the forefront. Music services like Spotify (SPOT) and Apple (AAPL) Music – as well as news organizations – are transitioning away […]
- AAPL
- FB
- GOOGL
- IPG
- NFLX
- OMC
- SPOT
The past year has been a field day for statisticians... The coronavirus pandemic has given economists and academics of all stripes a test case for plenty of different statistics and metrics. Of all the statistics, one of the more unfortunate and surprising ones is that despite less time spent driving, we haven't seen a significant […]
- TSLA
Europe's 'Great Experiment' has never gotten close to emulating the U.S... The nascent European Union started as an economic agreement to lower tariffs for steel. As the power and responsibilities of the bloc grew, many politicians thought it could become the "United States of Europe." British Prime Minister Winston Churchill admired the federalist approach to […]
- NFLX
The financial media still isn't clued in to the reality of the stock market... Just last week, we mentioned that many investors are putting the cart before the horse and becoming skittish over potential interest rate hikes. They're concerned that higher rates could mean companies will avoid borrowing money to invest in growth. Higher rates […]
- CGC
- NKLA
- QS
According to Socrates, knowledge comes from asking questions, not stating opinions... In order to stimulate better thinking and understanding, the ancient Greek philosopher would invite his students – including Plato – to actively question the topics he discussed. His "Socratic method" proved so powerful that today, thousands of years later, Socrates is still widely known... […]
- NIKL.PM
In the race to get vaccinated, the U.S. is in the lead... In the April 14 Altimetry Daily Authority, we mentioned how the U.S. is currently near the head of the global pack in getting its population vaccinated against the coronavirus. Now, as of this week, every American adult is eligible to receive the vaccine. […]
- JNJ
- MRNA
- PFE