Archive

Making Safer Cars Is Leading to Stronger Returns for This EV Darling

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

Everyone's Favorite Streaming Service Is Going Beyond Creating Content

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

Don't Be Fooled by the Financial Media With This 'Measure' of a Market Top

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

Want to Make Better Investment Decisions? Then Do This

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

A Multiyear Journey From Small Biotech to Front-Page News

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

Here's the Winner From the 'Great Reshuffling'

The coronavirus pandemic has shifted consumer spending to the home... In the wake of social distancing and lockdown restrictions, people have been forced to spend more time at home – whether working or entertaining themselves. It's part of what we've termed the "At-Home Revolution"... And it has led to surging demand for home improvement and […]

• HD
• LEN
• ZG

A Closer Look at a Winner From an Infrastructure Boom

The massive infrastructure deal has the potential to revitalize the economy... The Biden administration has been putting together a comprehensive infrastructure plan for accelerating the recovery from the coronavirus pandemic and stimulating greater economic growth. Now that the significant stimulus package has been passed, the administration is looking for other ways to put the U.S. […]

• BHP

What a Strong Dollar and a Booming Economy Mean for Interest Rates

Over the past year, the usually murky foreign exchange ('FX') market had one clear trade... In this corner of investing, traders skilled at guessing broad economic trends look to trade sovereign nations' currencies against each other. Similar to the commodities markets, the FX market is often made up of big institutions on one side looking […]

• CME
• GS

Garbage In, Garbage Out... and Goldman's Latest

English mathematician Charles Babbage is one of the true fathers of the modern-day computer... More than 150 years ago, he stunned audiences with inventions that created automated computations. When introducing his "Difference Engine" and its capabilities, Babbage commented that he had received a particularly puzzling question "more than once"... If you put into the machine […]

• GS
• PINS
• PTON
• ROKU
• SPOT
• TDOC
• ZG

The Real Story Behind J&J's Vaccine Hiccup

For decades, Big Pharma firm Johnson & Johnson (JNJ) has been famous for its focus on quality and putting customers first...  Most famously, in 1982, the company pulled all its Tylenol off U.S. shelves after someone poisoned several bottles of the headache and pain medication. J&J won big praise for working aggressively to limit the […]

• AZN
• EBS
• JNJ