Archive
A new 'bug' may be spreading... The coronavirus pandemic has dominated the news cycle. As we've said many times here at Altimetry Daily Authority, it has led to big changes in folks' spending habits. And while it hasn't gotten as much attention, part of that trend is so-called "gear acquisition syndrome" ("GAS"). It's a "condition" […]
- YAMCY
Can the self-proclaimed king of electric vehicles ('EVs') remain on the throne? Tesla (TSLA) CEO Elon Musk appears to believe he's now the king of EVs. Or, at least, that's what his new title suggests. In a recent filing with the U.S. Securities and Exchange Commission ("SEC"), Musk listed his new title at Tesla as […]
- F
- GM
- NIO
- TSLA
- VOW3.DE
President Joe Biden's recent interview with ABC News' George Stephanopoulos drew lots of attention... The president talked about immigration, Russia, Saudi Arabia, and coronavirus vaccinations. But investors are focused on one talking point, where Biden reaffirmed his tax plan to raise rates on folks making more than $400,000 per year. The original tax policy he […]
Joel's note: Both the market and Altimetry are closed tomorrow for Good Friday, so look for the next Altimetry Daily Authority on Monday, April 5. The post-pandemic world is emerging... Ever since the start of the coronavirus pandemic, we've been highlighting how an economic recovery will be split between industries. The businesses that service the […]
- CMG
- TXRH
Semiconductors are scarce... and companies are concerned. The semiconductor industry provides critical components for everything from electronics in phones and computers to brake sensors in cars. That means supply chain headwinds are holding up the production of goods everywhere. Without access to the necessary components for modern cars, automakers aren't likely to recover as strongly […]
- INTC
- QCOM
- TSM
Storage solutions on the power grid become essential in times of crisis... In February, most of Texas lost power when its independent electrical grid failed during winter storms. In the aftermath of the chaos, one story failed to gain traction amidst the reporting on the political scandals and costs of the disaster... Battery storage systems […]
- ALB
- LIT
- TSLA
- VST
The next initial public offering ('IPO') that investors are excited about isn't actually an IPO... Popular cryptocurrency-trading platform Coinbase is set to go public later this month. However, the company won't be doing so through a traditional IPO. Instead, it will be a direct listing. This means instead of working with banks to create new […]
- GS
- TSLA
I had breakfast with one of my mentors a few weeks ago... We met in New York to catch up. As one of the most successful and senior investment bankers during his time, he was incredibly influential in my decision to leave Wall Street. He was more than encouraging and helped me to strike out […]
- RCRUY
A change is in the wind for managers and employees... The U.S. and the world continue to make progress with rolling out the coronavirus vaccine. And society is slowly marching back to some form of normalcy. According to a survey from The Economist, at the beginning of the pandemic, employees were generally optimistic about working […]
- MSFT
As the old saying goes, 'In this world, nothing can be said to be certain, except death and taxes'... But as politicians debate the tax code, even that may not hold true. That's why smart people shy away from absolutes. Instead, they often talk in probabilities – especially with regard to the stock market. Here […]
- ORCL