Archive

Sadly, supply and demand still aren't cooperating... A few months ago, the U.S.'s third-quarter gross domestic product ("GDP") was forecast to come in at an impressive 6%. By the time the Bureau of Economic Analysis published the actual figure in late October, it was only 2%. It felt like the rug was pulled out from […]

• HUBG
• SHOP

This year, Cyber Monday made history for all the wrong reasons... As if American consumers needed any more evidence about the ongoing supply chain issues, this year's Black Friday and Cyber Monday results tell us everything we need to know. For the first time in the promotional holiday's history, this year's Cyber Monday yielded lower […]

• ADBE
• CRM
• MSFT
• SHOP

Why is everyone sick this fall without COVID-19? With the return of kids to school and employees back in the office, there is an unprecedented wave of regular common colds and other petty sicknesses. After all, we've been social distancing for more than a year and a half, away from all of our sneezing friends, […]

• ABT
• CVS
• GOOGL

The cement industry is one of the world's worst CO2 emitters... Governments and businesses are becoming more and more worried about climate change. Certain industries are always in the crosshairs of climate regulators. These include the big emitting industries like oil and gas, utilities, and metal producers.  But one industry in the spotlight now may […]

• HEI.DE

A real-life version of Succession is playing out in Canada... Succession is a fictional TV series on HBO about a dysfunctional family fighting over control of their global media conglomerate as their powerful father's health deteriorates.  A similar situation is unfolding in the real world... There's a feud within the Rogers family – of Rogers […]

• BCE
• CMCSA
• RCI
• SJR
• TU

While inflation may not be here to stay, here's how to stay one step ahead... Inflation seems to be the only thing people are talking about in the wake of massive federal spending to float the economy through the pandemic. The supply chain crisis, causing increases in component and logistics costs, is prompting everyone to […]

Joel's note: Altimetry is closed Thursday and Friday in observation of the Thanksgiving holiday. So, look for the next Altimetry Daily Authority on Monday, November 29. We wish everyone a safe and enjoyable holiday. The real meaning of Thanksgiving is widely shared... The turkeys are being brined, and the potatoes and pies are being prepared […]

Strap in for a busy Thanksgiving at the airports... Before the pandemic, the Wednesday before Thanksgiving was typically the busiest travel day in November.  But the pandemic has brought about yet another interesting change in our behavior. Instead of waiting for the day before, people have chosen to fly in yesterday, making the Monday before […]

• AAL
• AC.T
• CPA
• DAL
• JBLU
• UAL

President Joe Biden celebrates infrastructure week... We have been pounding the drum for quite some time about the upcoming capital expenditure ("capex") cycle in the U.S.  The country's aging public infrastructure has long been a concern among voters and politicians. Yet little seemed to ever come about from discussions on what to spend on repairs.  […]

I'm blessed that my wife always keeps me young, entertained, and informed... Now and then, while I'm working late on the couch or making her watch the NFL or postseason Red Sox baseball with me, she's in the habit of scrolling through TikTok and giving me a play-by-play. Recently, she showed me one that particularly […]

• COIN
• FB
• HOOD
• SCHW