Archive
Education is the first tool for wealth creation... "I guess not everybody studied accounting," said Warren Buffett in the first 10 minutes of Berkshire Hathaway's (BRK-B) 2019 Annual Shareholders Meeting. The 'Oracle of Omaha' has made similar remarks in three of the last four annual meetings. Becoming more enlightened into the quality or lack thereof […]
- AMZN
- BRK-B
Meta is now getting other companies into trouble... Meta Platforms (FB), formerly known as Facebook, has been slammed for making its products intentionally addictive and causing privacy concerns. Addiction and privacy continue to be hot-button issues for Meta's products. Back in 2019, Facebook saw a whopping $5 billion fine for its breach of privacy. And […]
- FB
- JPM
'Return to office plans' are postponed again… Last year was full of surprises. The development and approval of new COVID-19 vaccines was an amazing feat of science and gave much hope that the coronavirus pandemic would soon be over. It seemed like life in the developed world was slowly but surely returning to normal in […]
- WE
Peloton (PTON) had a tough fourth quarter... The exercise bike company reported a worse outlook for the next year on its first-quarter earnings, which sent investors running for the hills... The stock tumbled from $86 to $55 on November 5, slashing the firm's total valuation by 36%. And then, a bizarre PR nightmare struck. HBO's […]
- ATVI
- BABA
- BBY
- COST
- DASH
- DPZ
- FDX
- PTON
- SWBI
- TTWO
- UPS
- WMT
- ZM
2022 is going to be the year of Fed tightening... With the new year, it appears the Federal Reserve has given itself a New Year's resolution – retiring the word "transitory." That was the message from Federal Reserve Chairman Jerome Powell when he addressed concerns about inflation to Congress more than a month ago. The […]
- CME
Joel's note: The Altimetry offices are closed Friday in observance of the New Year’s Day holiday, so look for your next Altimetry Daily Authority on Monday, January 3. Revisiting 'meme stocks'... If you were to ask anyone on Wall Street what was the one thing that they remember about investing this year, odds are they […]
- CNS
- GME
- HOOD
- TSLA
Our May 5 issue on "Taking Stock of the Recent Pullback in the Biggest 'WFH' Winner" received many reader-submitted questions and feedback. Zoom Video Communications (ZM) became an essential part of the working world amid the coronavirus pandemic. Even established video-calling software like Teams by Microsoft (MSFT) and Alphabet's (GOOGL) Google Meet were brushed aside […]
- GOOGL
- MSFT
- ZM
Looking back on a year of economic analysis... As we find ourselves at the end of 2021, we want to highlight some of our favorite articles and see how they have held up over the past few months. In late September, the omicron variant of the coronavirus was yet to be discovered, and inflation still […]
Joel's note: The Altimetry offices are closed tomorrow and Monday in observance of the Christmas holiday, so look for your next Altimetry Daily Authority on Tuesday, December 28. Looking back over 2021, this year ended up surprisingly similar to last year... Just ahead of Thanksgiving 2020, I had been reflecting on how the holiday would […]
- MRK
- PFE
Ralph Lauren is the latest to venture into the metaverse... While the "At-Home Revolution" theme continued to dominate 2021, with the strengthening of blockchain and e-commerce companies, another trend emerged: virtual reality ("VR") becoming mainstream. One of the first signs of the "metaverse" was a massive concert hosted by rapper and record producer Travis Scott […]
- ABNB
- APP
- BABA
- RBLX
- RL
- V