Archive

Aluminum prices are surging again in China, but not for the usual reasons... Since China threw construction into overdrive two decades ago, its economic policy decisions have dramatically impacted the prices of many of the world's most important raw materials. The country has ramped up investment in its infrastructure and built massive megacities, which led […]

• CENX

Wall Street parties are back... When people think about Wall Street, the mantra of "work hard, play hard" comes to mind. While equity traders and investment bankers may put in 120-hour workweeks, they tend to do so in fashion when they get a chance to cut loose. Of course, by fashion, we mean fancy suits, […]

• GS

The quest to untangle 'Fedspeak' continues... Investors and the financial media are trying to decipher how long Federal Reserve Chairman Jerome Powell and the rest of the Federal Open Market Committee will tolerate higher inflation.  Money managers and analysts want to know when the Fed will use its most powerful tool – interest rates. By […]

• CRWD
• FTNT
• OKTA
• PANW

What you really want to achieve in life... right now. Literally... As I've mentioned before, Altimetry has a global team "all-hands" call every week where I get to speak with our personnel around the world. I sign off from every weekly call with the same message: "I wish that you all find love, joy, and […]

We ought to pay more attention to Brazil's weather patterns... Over the past few years, many conversations have centered around the devastating California wildfires, which have ruined millions of acres of farms, wineries, and homes across the Golden State.  What doesn't get as much attention is an even more important story for the modern economy: […]

• ADM
• BG

Working from home has presented a new corporate risk... Last year was a transformational year for so much of our world and the economy. It changed how we thought about work, where we work, how we work, and even when we work. It also changed how companies had to think about a looming issue brewing […]

• CRWD
• FTNT
• OKTA
• QLYS

Facial ID is becoming an effective defense against fraud... Whether it's as mundane as a financial transaction or as exotic as a meeting between spies, the surest way to know that private information reaches the right person is by meeting with them face to face. You can almost certainly be sure you know who you're […]

• AAPL
• MA
• PYPL

It's time to look away from the heavyweights for alpha... The past few weeks have been choppy for large-cap stocks. Investors have been set up for disappointment this earnings season, leading to short-term volatility. This has already meant the S&P 500 Index is down around 1% over the past month, with the Nasdaq down 2%, […]

• AAPL
• AMZN
• FB
• GOOGL
• ZM

New stories of cyberattacks emerge every day... Earlier this week, Hillel Yaffe Medical Center in Israel was knocked offline by a ransomware attack for over a day... and it could have cost patient lives. There are even cyberattacks meant to poison people's drinking water by targeting a water treatment facility... That almost happened in Florida […]

• ABNB
• CRWD
• EXPN
• FTNT
• MA
• MS
• PANW
• PYPL
• RPD

I've never met a balanced fund I liked... Early next year, I'm speaking at #FREECON. It's an online convention for freelancers and business leaders hosted by MBO Partners, a firm we work with extensively, which offers a marketplace platform for independent contractors. The event, which you can learn more about here, aims to help freelancers […]

• BLK