Archive

Why You Should Ignore the 'Doom and Gloom Crew' in 2022

Why You Should Ignore the 'Doom and Gloom Crew' in 2022

2022 is going to be the year of Fed tightening... With the new year, it appears the Federal Reserve has given itself a New Year's resolution – retiring the word "transitory."  That was the message from Federal Reserve Chairman Jerome Powell when he addressed concerns about inflation to Congress more than a month ago. The […]
2021: The Year of the Individual Investor

2021: The Year of the Individual Investor

Joel's note: The Altimetry offices are closed Friday in observance of the New Year’s Day holiday, so look for your next Altimetry Daily Authority on Monday, January 3. Revisiting 'meme stocks'... If you were to ask anyone on Wall Street what was the one thing that they remember about investing this year, odds are they […]
Our Dire Warning Has Come to Pass for This Pandemic Stock

Our Dire Warning Has Come to Pass for This Pandemic Stock

Our May 5 issue on "Taking Stock of the Recent Pullback in the Biggest 'WFH' Winner" received many reader-submitted questions and feedback. Zoom Video Communications (ZM) became an essential part of the working world amid the coronavirus pandemic. Even established video-calling software like Teams by Microsoft (MSFT) and Alphabet's (GOOGL) Google Meet were brushed aside […]
Why the Market Will Continue to Expand in 2022

Why the Market Will Continue to Expand in 2022

Looking back on a year of economic analysis... As we find ourselves at the end of 2021, we want to highlight some of our favorite articles and see how they have held up over the past few months. In late September, the omicron variant of the coronavirus was yet to be discovered, and inflation still […]
Yet Another Holiday in Need of a Silver Lining

Yet Another Holiday in Need of a Silver Lining

Joel's note: The Altimetry offices are closed tomorrow and Monday in observance of the Christmas holiday, so look for your next Altimetry Daily Authority on Tuesday, December 28. Looking back over 2021, this year ended up surprisingly similar to last year... Just ahead of Thanksgiving 2020, I had been reflecting on how the holiday would […]
How You Can Make 'Venture Capitalist-Like' Returns

How You Can Make 'Venture Capitalist-Like' Returns

Ralph Lauren is the latest to venture into the metaverse... While the "At-Home Revolution" theme continued to dominate 2021, with the strengthening of blockchain and e-commerce companies, another trend emerged: virtual reality ("VR") becoming mainstream. One of the first signs of the "metaverse" was a massive concert hosted by rapper and record producer Travis Scott […]
Why Retail Investors Will Never Strike It Big With Alibaba Stock

Why Retail Investors Will Never Strike It Big With Alibaba Stock

This e-commerce giant can't catch a break... Alibaba (BABA) continues to make headlines, thanks to the drawn-out battle between the U.S. and China on whether it should be publicly listed in the U.S. The negative news cycle that pervades Alibaba has left its investors disappointed for the most part. The e-commerce stock hasn't been lifted […]
Insider Selling Isn't Always What You Think

Insider Selling Isn't Always What You Think

Insiders are shedding shares as 2021 comes to a close... Company executives tend to have generous compensation packages. In addition to some of the highest salaries in their companies, executives often have annual and long-term bonus plans. While cash bonuses are common, public companies often pay their top employees with stock-based compensation. In other words, […]
How 'Virtuous Circles' Bring Maximum Returns Into Your Portfolio

How 'Virtuous Circles' Bring Maximum Returns Into Your Portfolio

You may have heard the term 'vicious circle'... When "vicious circle" was first coined in the mid-1800s, it referred to the worst logical fallacy: circular reasoning. It's when an argument's conclusion is also one of its premises. Over time, the meaning of a vicious circle changed to mean a cascading, bad chain of events that […]
Hunting for the Next Airbnb Stock

Hunting for the Next Airbnb Stock

People are flying again in the U.S... Anyone flying over the Thanksgiving holiday probably noticed something rare since the onset of the coronavirus pandemic: crowded airports. During the early part of the pandemic in the U.S., the daily number of travelers screened by the Transportation Security Administration ("TSA") plummeted. Security lines full of anxious passengers […]