Archive

Mental Health Is Changing in the Work-At-Home World... And One Health Provider Is Capitalizing

The work-from-home environment has significantly changed mental health...  The coronavirus pandemic has forced many employees into remote work. People will still go back to the office after the crisis subsides... but many of the changes will be permanent. A few weeks ago, Bloomberg highlighted some of the big shifts... According to a study from the […]

• ACHC

The Dust Is Starting to Settle... Here's What the Election Means for Your Portfolio

Last week, we discussed how the election could affect taxes and market valuations... At the time, polling data and statistical analysis were pointing to an easy Democratic win in the House of Representatives, a Joe Biden presidential win, and a likely Democratic Senate. In essence, a "blue wave." We highlighted how Biden's proposed tax plan […]

Solving 'Office Myopia' in the Era of the Pandemic

Attention to detail is important... But so is seeing the big picture. This past week, my coaching comment to our global team was on the importance of understanding how smaller tasks fit into larger objectives. This relates to the concept of "missing the forest for the trees"... which has been a common saying for centuries […]

• GOOGL
• MSFT
• WORK

Many Students Are Struggling Due to the 'At-Home Revolution'... But One Telecom Company Is Fixing That

The 'At-Home Revolution' has separated the winners and losers in the business world... Unfortunately, this massive shift to spending more time at home has also created winners and losers throughout society. We've seen this in a big way with schooling. After parents, teachers, and the government argued all summer about whether to open schools, many […]

• CIEN
• T
• VZ

How to Invest After an Election

Editor's note: In lieu of a normal Altimetry Daily Authority today, we thought it was relevant, considering the election, to take a look at the markets from an asset allocation perspective. As we go to press, the winner of the election is still unknown... We write the Altimetry Daily Authority and schedule it the evening […]

A Classic GAAP Blunder Hides This Payment Firm's Real Profitability

We've said it before: the winner's curse is real...  The theory is that after an auction, the winner regrets his bid. He tends to feel as if he overpaid.  The classic example is buying a house. Buyers generally compete in an auction with other bidders. Counteroffers will drive up the price until only one buyer […]

• GPN

The Election Is Upon Us... And Investors Need to Keep Calm

Joe Biden's lead has widened over the past few months... According to statistics website FiveThirtyEight, Biden has a roughly 90% chance to win the presidential election. That's a big change from his 67% chance two months ago.  Similarly, FiveThirtyEight's senate forecasts have also shifted. Democrats now have a more than 75% chance to win a […]

This Year's 'Gym Killer' Is Turning Profitable

To get the most out of work and life, focus on the vagus... That's not a typo. My coaching comment this week for our global team was focused on the importance of the vagus nerve. The vagus nerve is essential to achieving peak performance for anything in life. Whether it's preparing stock analyses for clients, […]

• PTON

Banks Are Warning of a Long Recovery... And One Firm in a Struggling Industry Is Built to Weather It

The market's recent big drop is spooking investors... With Europe tightening restrictions, the coronavirus pandemic is back in focus. Folks are worried that we could see another big sell-off like the one in March.  As we've highlighted many times before, the first indicator of a sell-off turning into a full-blown collapse is related to credit. […]

• C
• DRI
• GS
• JPM

Two Aerospace Titans Have Different Reasons for Needing the Government Support They Both Receive

Boeing (BA) and Paris-based Airbus (AIR.PA) have seen a long and heated rivalry throughout the decades... To understand why these companies have been foes for so long, we must look at their history. William E. Boeing founded his namesake firm back in 1916. After countless acquisitions through the 1920s and '30s, Boeing became the leader […]

• AIR.PA
• BA
• LMT