Archive
The WFH 'outside' revolution? As the fall season finally settled in last week in Maine, a thought occurred to me as I was looking out the window of my home office. I had a long call booked on my calendar, the sort that would require screen sharing and focused collaboration and thought... with the cool […]
- WSM
As earnings season approaches, let's step back and look at the market as a whole... Earnings season starts next week. It kicks off with banks and other early reporting companies, so now is a good time to wonder how the season will look. Zacks published an interesting overview as part of its earnings trends report […]
A phrase that I've always loved... "Beauty is in the eye of the beholder" can be attributed to Victorian-era author Margaret Wolfe Hungerford in her novel Molly Bawn. But the concept of her quote is universal and timeless, originating long before Hungerford's book. From Ben Franklin in Poor Richard's Almanack to Jesus Christ in biblical […]
- AAPL
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 […]
- BHP
- CLF
- RIO
- VALE
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 […]
- DXR
- ESRT
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 […]
- PANW
- TSLA
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 […]
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, […]
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 […]
- 3333.HK
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 […]
- CHRW