Archive

It's difficult to quantify how fast economies inflect positively and negatively... This is why people are constantly chasing new indicators to gauge economic activity... especially in the current environment, where things are changing so quickly and the drivers are so unique. Some experts have been studying Alphabet's (GOOGL) Google search trends or different topics. We've […]

• AAPL
• GOOGL

The coronavirus pandemic is altering the grocery industry... In a recent Wall Street Journal interview, Whole Foods CEO John Mackey explained that since the crisis began, consumers have been ordering more groceries online. Customers have also been making more bulk purchases, and Mackey noted that folks haven't spent as much time lingering in Whole Foods' […]

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There's a reason we rarely write about oil and gas companies here at Altimetry... They're generally poorly performing businesses that operate in a cyclical industry. These companies are also tied closely to the volatile price of oil. Energy stocks have underperformed the market for nearly a decade... and the energy sector is now the smallest […]

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In the midst of the coronavirus pandemic, Apollo Global Management (APO) has been on a deal-making spree...  The global alternative-investment manager understands the massive need for liquidity during this crisis. As we've said repeatedly here at Altimetry Daily Authority, stay-at-home orders have crushed demand... so companies are looking to shore up their balance sheets. Apollo […]

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Earlier this month, we highlighted a conversation with a first-hand expert in the travel industry... Our friend had told us how more people are booking stays in places with kitchenettes or places to cook in when they travel. This way, folks feel more like they could "live" where they're vacationing. And as The Economist recently […]

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For years, investors have credited share buybacks with aiding market rallies... However, as the Financial Times reported last month, repurchases have been cut in half for S&P 500 companies since the beginning of the coronavirus pandemic. Management teams were worried about a potential liquidity crunch in March... so to save cash, many of them paused […]

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It's possible that hacking may become much harder than it currently is... Hackers are a big problem in today's Internet-powered society. Criminals are able to break into computer systems or decrypt messages and data packages sent across the web and cause widespread destruction. Just this July, social media site Twitter (TWTR) saw a massive breach, […]

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• TWTR

The coronavirus pandemic is starting to reverse a longtime trend... After years of moving offshore, jobs might finally be returning to U.S. soil. For the bartenders, pilots, and tour guides still out of work, these fields are unfortunately still hurting. However, as Bloomberg explained earlier this month, American manufacturing jobs are likely on the cusp […]

• AAPL
• EME

This Medical-Devices Maker Is Providing an Alternative to Opioids... And That Means Big Returns Thanks to OxyContin, one family has continually been in the news over the past few years... The Sacklers are the controlling family of Purdue Pharma, the maker of the well-known, addictive drug OxyContin. This is the drug that has been at […]

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Each year, market-research firm CB Insights publishes a list of game-changing startups...  CB Insights is widely respected in the industry... and this year's release didn't disappoint. The list included innovations such as CRISPR 2.0, which provides safer and more precise approaches to gene editing. The report also covered "carbon capture" companies. These firms could recycle […]

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