Archive

This Insurance Giant Is Staying Ahead of the Game

By Joel Litman

Tuesday, September 14, 2021

Health care costs make no sense... Wild inconsistencies exist between what various customers and insurers are being charged for the exact same service. It also explains why American health care is so expensive. The New York Times article on "Hospitals and Insurers Didn't Want You to See These Prices. Here's Why" confirms what many people […]

The Market's Take on High U.S. Inflation

By Rob Spivey

Monday, September 13, 2021

The debate around inflation continues… When Federal Reserve Chair Jerome Powell delivered his keynote speech on Aug. 27 at the virtual Jackson Hole Economic Symposium, global central bankers, economists, and markets largely approved. For most investors and Fed watchers, he struck the right chord with his message. The central bank was committed to slowing down […]

Master the Rules Before You Break Them

By Joel Litman

Friday, September 10, 2021

'To break the rules, you must first master them...' You might attribute this quote to Pablo Picasso, the famed Spanish artist, or Tenzin Gyatso, the 14th Dalai Lama, as it seems to fit segments of their life stories rather well. In reality, there's no proof that either of them ever spoke these words about mastering […]

This Firm Helps Companies Navigate 'Return to Office' Plans

By Rob Spivey

Thursday, September 9, 2021

Concerns about productivity aren't driving the debate... There's been so much dialogue and controversy about getting people back to the office because employees can be just as productive at home. The past 18 months have thoroughly disproved that working from home is less productive. Many white-collar workers even made the transition to remote work more […]

Delayed Office Reopenings Foil This Popular Sandwich Chain's Recovery

By Joel Litman

Wednesday, September 8, 2021

Bloomberg found a creative way to track the return to normalcy... Investors and management teams are trying to assess the effect of the delta variant of the coronavirus on corporate America's return to the office. We think about it, too, from both sides: as investors and from a company management perspective. As a firm, we […]

A Sunny Outlook for This WFH Stock

By Rob Spivey

Tuesday, September 7, 2021

Today was supposed to be the day many offices reopened... The delta variant of the coronavirus became a much larger problem than anticipated, and many office reopenings are now on hold. This week, we're focusing on the dynamic of returning to the office and working from home and some of the specific winners and losers […]

These Big Tech Giants Use Creativity to Generate Massive Returns

By Joel Litman

Friday, September 3, 2021

Joel's note: Both the market and Altimetry are closed on Monday in observation of Labor Day. So, look for the next Altimetry Daily Authority on Tuesday, Sept. 7. We wish everyone a safe and enjoyable weekend. Thinking outside the box requires time away from the office cubicle… I'm back in Istanbul, spending a lot of […]

This Giant Hotel Chain Stands to Profit as People Travel More

By Rob Spivey

Thursday, September 2, 2021

During the economic shutdown, work got busier than ever... The pandemic-induced recession and recovery are often described as K-shaped instead of more typical recoveries. A simple recovery might be V-shaped if there is a sudden and short dip before a quick recovery, or W-shaped if there are two dips before the real recovery. However, this […]

Why This Airliner Can Weather the Recent COVID-19 Surge

By Rob Spivey

Wednesday, September 1, 2021

What appeared to be a summer reopening is quickly slamming shut with the uptick in COVID-19 cases...  As summer draws to an end, many folks seek to squeeze in a final vacation over the coming Labor Day weekend. But with the delta variant of the coronavirus spreading rampantly around the country, some might be worried […]

The $33 Billion Battle Over This Railway Operator Isn't Worth It

By Rob Spivey

Tuesday, August 31, 2021

After a multimonth bidding war, the North American train landscape is about to look different... Canadian Pacific Railway (CP) and Canadian National Railway (CNR.TO), two of the largest railway operators in North America, have been fiercely battling over acquiring smaller rival Kansas City Southern (KSU), a short-rail operator south of the border.  The drama began […]