Archive

'Bloatware' Is Making a Comeback... and It's Leading to Big Profits

'Bloatware' Is Making a Comeback... and It's Leading to Big Profits

As we here at Altimetry know well, new businesses emerge from any crisis... Back in 2009, the global financial system was reeling from the Great Recession. Most of Wall Street was blindsided by the collapse of the housing market and banking giants such as Lehman Brothers. However, some folks across the world were able to […]
Here's Why Joining the S&P 500 Was Bad News for This Medical-Equipment Company

Here's Why Joining the S&P 500 Was Bad News for This Medical-Equipment Company

Stock indexes are more than simply dipsticks to measure market trends... Not only do indexes enable investors to easily quantify market performance, but they also allow for passive investing through exchange-traded funds ("ETFs") that track an index's performance. Think of the S&P 500 Index – it serves as a benchmark for the overall market.  However, […]
The Credit-Ratings Agencies Have It All Wrong (Yet Again)

The Credit-Ratings Agencies Have It All Wrong (Yet Again)

As the old joke goes, put two economists in a room and you'll get three opinions on the economy...  Last Monday, we highlighted a concern over both credit and equity markets from Bob Prince of Bridgewater Associates. Prince was concerned the risk of inflation could cause the Fed to raise interest rates, leading to a […]
The 'Gig Economy' Suggests Things Aren't As Bad As They Seem

The 'Gig Economy' Suggests Things Aren't As Bad As They Seem

Work from home is changing the gig economy, and the study of economics... When thinking about the "At-Home Revolution," most people assume Zoom meetings, T-shirts and sweatpants, and avoiding the daily commute. However, earlier this month, a Bloomberg Opinion piece argued how working from home can change our entire outlook on economics. We're already seeing […]
Earning Double-Digit Returns From Fighting the Side Effects of Rising Antidepressant Demand

Earning Double-Digit Returns From Fighting the Side Effects of Rising Antidepressant Demand

In the early days of the coronavirus pandemic, it appeared employers only had two options... Across the U.S. – and the globe – quarantine orders forced many businesses to halt their normal operations, and employers had a choice. They could simply shut down completely... or they could send employees to work from home, where folks […]
The 'One-Stop Shop' for Handling the Tasks That Most Businesses Hate

The 'One-Stop Shop' for Handling the Tasks That Most Businesses Hate

Our Director of Research attended his first concert since the coronavirus pandemic started... And he didn't even have to leave his couch! He streamed the whole thing. For performing artists, tours make up the largest portion of their income. In this streaming age, with song plays on streaming services making a fraction of a cent […]
Once Again, This Chipmaker's Credit Risk Is Being Overblown

Once Again, This Chipmaker's Credit Risk Is Being Overblown

Once Again, This Chipmaker's Credit Risk Is Being Overblown In this changing market, the investors who stay ahead of the herd will profit... Over the past few months here at Altimetry Daily Authority, we've regularly discussed the "At-Home Revolution." It's the massive societal shift that's unfolding in the wake of the coronavirus pandemic as consumers […]
The Payments Giant You've Never Heard of Before

The Payments Giant You've Never Heard of Before

The debate is growing as to whether a successful vaccine might have unintended economic consequences... For investors, economists, and average folks who the coronavirus has affected, many are pinning their hope on the introduction of one or several vaccines as the light at the end of a dark tunnel. From a health perspective, it will […]
Here's How We Can Get a Secret Window Into the Fed

Here's How We Can Get a Secret Window Into the Fed

Investors take years off their lives trying to interpret central bankers' statements... Folks will come up with any method to figure out what policy makers are really thinking. Just consider when Alan Greenspan was chairman of the U.S. Federal Reserve... Investors read so much into his "irrational exuberance" statement in December 1996 that they considered […]
A Serial Acquirer in Medical Devices Is Poised to Win in the Wake of Coronavirus

A Serial Acquirer in Medical Devices Is Poised to Win in the Wake of Coronavirus

Who is accounting for the accountants? In the July 21 Altimetry Daily Authority, we discussed a hidden danger for any portfolio: fraudulent companies. The U.S. Securities and Exchange Commission ("SEC") has limited capacity to investigate every publicly traded company, and one stock with a fraudulent business behind it can "torpedo" portfolio returns. Fraud usually originates […]