Archive

The Threat of Automation Has Turned Into a Tailwind for One Staffing Company

By Rob Spivey

Thursday, May 6, 2021

The recent downturn has many folks fearing a dystopian future… In most recessions, automation tends to accelerate as companies look to slash costs. When conditions are favorable, there’s less incentive to change… But when every dollar counts, management teams are forced to take drastic action. The pandemic-related downturn stood out even more from other recessions […]

Taking Stock of the Recent Pullback in the Biggest 'WFH' Winner

By Joel Litman

Wednesday, May 5, 2021

The modern work environment has changed… and it’s time for more companies to catch up. As the coronavirus pandemic escalated last year, millions of employees shifted to a work-from-home (“WFH”) environment. For many folks, the transition was a pleasant development… Many people enjoyed “killing the commute” and a flexible work environment. As the pandemic begins […]

Oil Is Recovering... But Not Every Company in the Industry Will Win

By Joel Litman

Tuesday, May 4, 2021

Sometimes, truth is stranger than fiction… Out of all the crazy events that happened at the onset of the coronavirus pandemic last year, nobody could have predicted what happened in the oil market. With economic activity around the globe basically put on hold to fight the pandemic, no one needed oil. But oil was still […]

Here's What Our 'Sneak Peek' Into Corporate Management Says About the Market

By Joel Litman

Monday, May 3, 2021

The market met strong first-quarter earnings with a shrug… As many S&P 500 Index companies reported quarterly results over the past few weeks, analysts have gotten a better handle on earnings and outlook for the rest of the year. While some analysts feared a sluggish recovery, the first quarter is shaping up to be a […]

The Best Decisions Come From Responding to Uncomfortable Questions

By Rob Spivey

Friday, April 30, 2021

Last week, Joel talked about why asking questions leads to better stock picking… In the April 23 Altimetry Daily Authority, he highlighted the analysis of Philippines-based miner Nickel Asia (NIKL.PM) and how his embracing of the Socratic method allowed a big client to dodge a potential portfolio “torpedo.” As Joel explained, statements of fact can […]

It's Not a 'Sexy' Strategy... But Investors Are Starting to Pay Attention

By Rob Spivey

Thursday, April 29, 2021

Despite the rise in subscriptions, ad spending can’t be stopped… Over the past few years, one of the most popular business models has been consumer subscriptions, with companies like streaming giant Netflix (NFLX) at the forefront. Music services like Spotify (SPOT) and Apple (AAPL) Music – as well as news organizations – are transitioning away […]

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

By Rob Spivey

Wednesday, April 28, 2021

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 […]

Everyone's Favorite Streaming Service Is Going Beyond Creating Content

By Joel Litman

Tuesday, April 27, 2021

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 […]

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

By Joel Litman

Monday, April 26, 2021

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 […]

Want to Make Better Investment Decisions? Then Do This

By Joel Litman

Friday, April 23, 2021

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… […]