Filter Archive
A Recent 'Pivot' Saved This Ohio Company From a Supply Chain Nightmare

You should pay attention to the good news on inflation... As measured by the consumer price index ("CPI"), inflation only rose by a modest 0.3% in August. That's good news for American consumers. The slight increase in August represents a significant slowdown from what many were calling "rampant" inflation. Inflation last month was lower than […]

Securities Analyzed
  • BHP
  • CLF
  • RIO
  • VALE
How WFH Is Altering the Road Ahead for This NYC Icon

Why the 'return to office' conversation is so important... The return to the office for white-collar workers remains a particularly pervasive debate. This discussion is more than just a fun pseudo-intellectual one. It has a direct effect on most working professionals in the U.S. For some, it affects where they choose to live, the investments […]

Securities Analyzed
  • DXR
  • ESRT
The Acceleration of 'IoT' Is a Growth Driver for This Tech Company

Lax security protocols could mean your Tesla (TSLA) is vulnerable to hackers... The Internet of Things ("IoT") will change how we use technology in our everyday lives, connecting previously analog devices, such as cars or homes, to an online network. As the world becomes ever more connected, it's critically important to make sure sensitive personal […]

Securities Analyzed
  • PANW
  • TSLA
The Economy Is Hot and Stocks Are Flying High, but That Doesn't Mean to Brace for a Crash

Market watchdogs' predictions are only as good as their data... If you listen to the financial media, it would have you believe the market is about to crater. The reason why? As-reported profit margin forecasts aren't rising anymore.  According to this school of thought, as Bloomberg recently highlighted, when analyst estimates for as-reported profit margins […]

The 'Fountain of Youth' May Not be as Mythical as You Think

For 27 years, I was an avid weightlifter... I loved the spirit of comradery in the gym. I cherished the endorphin rush from big workouts. And I got the overall general sense of feeling healthy that resistance training provides. Unfortunately, a day came when I had to stop lifting all but completely. Over the years, […]

Here's What to Do in the Wake of the Recent Pullback

The market plunge from late last week into earlier this week certainly has had many folks scrambling to understand what is going on...  This pullback was driven by one simple headline issue, and a few separate underlying problems that have been building over the past two months. First, let's get to the punchline. This is […]

Securities Analyzed
  • 3333.HK
Here's Proof That Third-Party Logistics Remains a Hot, Yet Misunderstood, Industry

Current inflation concerns look nothing like the 1970s... As we've discussed many times here at Altimetry Daily Authority, including earlier this month, part of the reason the U.S. Federal Reserve is comfortable focusing on unemployment – even in the face of inflation readings at decade highs – is that it believes current price pressures are […]

Securities Analyzed
  • CHRW
Why This Real Estate Company Turned Into a Multibagger

Keeping interest rates low has an overlooked consequence... The U.S. Federal Reserve is remaining vigilant in its focus on minimizing unemployment and maximizing economic activity. That means the central bank isn't losing sleep over inflation, which is the natural consequence of such monetary policy. Fed Chairman Jerome Powell remains convinced that the inflationary pressures are […]

Securities Analyzed
  • EXPI
  • RMAX
Why the Labor Market Is Guiding the Federal Reserve's Actions

Labor market conditions continue to drive strategy at the Federal Reserve... While Federal Reserve Chairman Jerome Powell largely received good marks for his keynote speech at this year's virtual Jackson Hole meeting, many still have reservations about the Fed's current strategy in dealing with inflation. For some critics, the central bank's apparent reluctance to acknowledge […]

This Company Is on a Mission To Make Sure You’re Getting Your 8 Hours

That late-night scroll through Facebook (FB) may be the reason you're not getting a good night's sleep... Technology has revolutionized the way we think, work... and light our everyday lives. Nighttime does not stop our work. Spread across the U.S., Europe, and Asia, Altimetry's staff can work on the same project around the clock, handing […]

Securities Analyzed
  • SNBR