Archive
Credit is typically a sleepy place... Unlike the stock market, credit markets don't typically see a lot of dramatic shifts. Changes tend to occur slowly and over extended periods. To add to the lack of excitement, most equity investors mistakenly think changes in the credit market don't impact them. But we can see that the […]
- AAPL
- ADP
- JNJ
- MSFT
- XOM
Why the New York Times Bought Wordle As Wordle took over, the New York Times took notice... Wordle is the most recent game to sweep the nation. Once a day, players get six chances to try and guess a five-letter word. If a letter is in the right spot, it turns green, and it turns […]
- ADBE
- CRM
- NYT
Joel's note: The Altimetry offices are closed on Monday for Presidents' Day, so look for the next Altimetry Daily Authority on Tuesday, February 22. Here in the DMV... I'm not referring to the Department of Motor Vehicles. Last week, I was visiting several places in "The DMV," a term big musical artists often use to […]
- FB
Potential frills in the merger of the two no-frills airlines... A big transaction is on the radar... The two most prominent no-frills budget carriers announced a potential merger earlier this month. Details confirmed that Frontier (ULCC) would acquire Spirit Airlines (SAVE) for about $2.9 billion, creating the fifth-largest airline in the U.S. The merger is […]
- SAVE
- ULCC
The world has moved on, and they failed to keep up... It was impossible to go to the mall in the 2000s without seeing a few familiar accessories such as Bluetooth earpieces and Ugg boots. As with all fashion trends, these accessories gradually fell out of favor. For professionals ranging from investment bankers and lawyers […]
- AAPL
- BB
Peloton's days of glory appear to be over... Peloton Interactive (PTON) was the next big thing at the start of the pandemic. Its virtual classes provided a sense of community as everyone was stuck inside, and it made a killing off customers willing to drop $2,000 on a bike and exercise routine. But for the […]
- AMZN
- NKE
- PTON
How can more debt be good? The Federal Reserve has thrown markets into a bit of a frenzy over the last several months. As the economy has improved and no longer needs cheap loans, the Fed has indicated it will begin raising rates. While the market initially reacted poorly to the news, this is a […]
I just visited Budapest for the first time... Straddled across the Danube River, the artery of Eastern Europe, Budapest is the charming capital of Hungary. The history of Budapest is one of constant change. Around 600 years ago, what would become the city of Buda was refounded after the Mongol invasion. Hundreds of years ago, […]
This $2 Trillion Company Is Changing the Gaming Landscape The purchase of Activision makes sense... Microsoft's (MSFT) recent acquisition is a smart move on multiple levels. The $2.3 trillion company announced its plans to acquire Activision Blizzard (ATVI) last month, marking its largest purchase ever. Activision is the mastermind behind some of the most popular […]
- ATVI
- MSFT
The chip race is heating up... Microchips, and by extension silicon, power every electronic device on the market today. As these chips are the foundation of all electronics, it is no surprise that the companies that design them are considered the pioneers of Silicon Valley. But some of these early pioneers are finally beginning to […]
- INTC
- TSM