Archive
In order to understand industry trends, it's important to look beyond the news channels... Here at Altimetry, we try to engage with a diverse crowd when it comes to our friends and colleagues. We personally know people who have jobs ranging from the medical and pharma fields, aerospace, advertising, social media, skin care, as well […]
- CCL
- RCL
Just a few years ago, the term 'unicorn' was all the rage... These are privately owned venture-capital ("VC") supported startups worth more than $1 billion. As an estimated 0.07% of startups ever reach a billion-dollar valuation, these select firms are as rare as the mythical creature they're named after. Many startups have been holding off […]
- FB
- LYFT
- PINS
- TWTR
- UBER
Due to massive amounts of stimulus spending and lending, debt has ballooned this year... And the numbers are staggering. As hedge-fund great Leon Cooperman recently told Bloomberg, the U.S. will likely end the year at a $27 trillion deficit. Here at Altimetry, this massive increase in leverage hasn't gone unnoticed... As we said back in […]
- JCPNQ
- VSAT
Here at Altimetry, we've frequently discussed the necessity of companies' access to credit markets during recessions... This is especially relevant during the coronavirus pandemic. Many businesses are hoping their profitability levels quickly return to where they were prior to coronavirus. In the meantime, the strategic use of debt can help companies bridge the gap and […]
- ADBE
- TOL
Joel's note: Both the market and Altimetry are closed on Monday for Labor Day, so look for the next Altimetry Daily Authority on Tuesday, September 8. I hope everyone has a safe and enjoyable weekend. In recent years, the number of perks that companies offer employees has only increased... Perks are a way for businesses […]
- FIX
- ZM
As we here at Altimetry know well, new businesses emerge from any crisis... Back in 2009, the global financial system was reeling from the Great Recession. Most of Wall Street was blindsided by the collapse of the housing market and banking giants such as Lehman Brothers. However, some folks across the world were able to […]
- APPS
- T
- VZ
Stock indexes are more than simply dipsticks to measure market trends... Not only do indexes enable investors to easily quantify market performance, but they also allow for passive investing through exchange-traded funds ("ETFs") that track an index's performance. Think of the S&P 500 Index – it serves as a benchmark for the overall market. However, […]
- AMG
- LYV
- MAC
- STE
- TRIP
- TSLA
- ZBRA
As the old joke goes, put two economists in a room and you'll get three opinions on the economy... Last Monday, we highlighted a concern over both credit and equity markets from Bob Prince of Bridgewater Associates. Prince was concerned the risk of inflation could cause the Fed to raise interest rates, leading to a […]
- AMKR
Work from home is changing the gig economy, and the study of economics... When thinking about the "At-Home Revolution," most people assume Zoom meetings, T-shirts and sweatpants, and avoiding the daily commute. However, earlier this month, a Bloomberg Opinion piece argued how working from home can change our entire outlook on economics. We're already seeing […]
In the early days of the coronavirus pandemic, it appeared employers only had two options... Across the U.S. – and the globe – quarantine orders forced many businesses to halt their normal operations, and employers had a choice. They could simply shut down completely... or they could send employees to work from home, where folks […]
- NBIX