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Why the Genomic Revolution Is Fueling Biotech Stocks

Your pet might help find the cure to cancer... Are you a cat person or a dog person?  This question triggered a fantastic debate within our company. Apparently, we are better at picking stocks than picking our favorite animals.  This debate over our furry friends may be more important than many realize... Cats and dogs […]

Securities Analyzed
  • BIO
  • CRSP
  • TMO
  • TXG
We've Found the Next 'Winner' in the Cancer Treatment Space

The future looks bright for nonchemotherapy cancer treatments... Cancer was the second leading cause of death in the U.S. in 2019, responsible for more than half a million deaths. Typically, chemotherapy is the default treatment for patients with common forms of the disease like lung or breast cancer. While it can be effective in slowing […]

Securities Analyzed
  • BMY
Why Traditional Accounting Makes Investors Run from Great Companies

Teaching has brought me back to my roots... As some of my readers know, I have recently taught an immersive short-term course at DePaul University. Alongside that, I am also teaching a 12-week advanced accounting class remotely. It's been many years since I formally practiced accounting. When I was asked to teach it, I was […]

Securities Analyzed
  • ORCL
How To Think About Higher Dividend and Capital Gains Taxes

What happens to the market when taxes increase? A few weeks back, I was guest-lecturing an advanced MBA-level accounting course at DePaul University. Many of my students were asking a relevant question: What happens to the market when taxes increase? There's been a lot of buzz in the financial press around how any potential spending […]

Fasting Isn't Always About Weight Loss... It's About Youth, Too

I have had such great discussions with so many of you about the true fountain of youth... I took the opportunity to talk about my journey over the past several years to feel and be younger last month. Here at the 2021 Stansberry Conference & Alliance Meeting in Las Vegas, the subject of biohacking one's […]

This Iconic Department Store Chain Is on the Ropes

Macy's and Amazon are going to war this holiday shopping season... With Black Friday less than a month away, this year's holiday shopping season is upon us... with a few caveats. There are worries that persistent supply chain disruptions could leave retailers with empty shelves come December. These concerns have been evidenced by backlogs at […]

Securities Analyzed
  • AMZN
  • M
  • TJX
Sky-High Aluminum Prices Are Boosting Expectations for This U.S. Company

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 […]

Securities Analyzed
  • CENX
Getting a Wall Street Reboot, With a Glowing Outlook Ahead for This Investment Bank

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, […]

Securities Analyzed
  • GS
Inflation Alone Won't Derail the Current Market, Which Is Great News for This Stock

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 […]

Securities Analyzed
  • CRWD
  • FTNT
  • OKTA
  • PANW
Using Mindfulness to Make Better Investment Decisions

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 […]