Archive
Credit is the gasoline that the economy runs on... Here at Altimetry Daily Authority, we often talk about the importance of credit and the credit cycle in the health of the economy. If the economy were a big machine, the pistons and gears would be the workers and companies that make up the GDP. However, […]
I was recently catching up with my longtime friend Jeff Madden... Jeff runs a fund called the "U.S. Alpha Fund," and he does a great job of it. The fund's returns are ranked in the top 10% in terms of portfolio returns. That ranking may even be too conservative. His fund is one of the […]
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- BABA
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Patrons of Taco Bell have been guessing at the meat contents for years... With such low prices and customer expectations, it's been a long-running joke that the meat in the fast-food chain's tacos, burritos, and other menu items is not actually meat. We've heard rumors that it's only 36% actual beef, comprised of low-quality, "grade-D" […]
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With stiff competition and a clear race in the 5G network rollout, the big telecom companies are upping their marketing efforts... It's hard to turn on a TV or use the Internet without getting bombarded by ads about which cellphone provider is offering the best and most reliable 5G services. Each company is constantly trying […]
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Supply chains should be a source of strength... But in recent years, many folks believe supply chains have been stretched too far. And now, they're under pressure due to disruptions from the coronavirus pandemic. For almost three decades, supply chains have been run to maximize efficiency. Companies have been taking every step possible to maximize […]
- TTGT
If you gave credit investors a crystal ball in March 2020 that would enable them to look forward a year, they wouldn't believe the results... Fourteen months ago, few people were prepared for the massive shift that was about to be unleashed on the market and reverberate through the world. If you had told credit […]
Here at Altimetry Daily Authority, Joel and I have recently emphasized the importance of asking questions... We've talked about Socrates and the dialogue, as well as John Stuart Mill and freedom of speech. As I said last Friday... Mill believed pushing for constant dialogue was essential because the strongest opinions were often the least informed. […]
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The recent downturn has many folks fearing a dystopian future... In most recessions, automation tends to accelerate as companies look to slash costs. When conditions are favorable, there's less incentive to change... But when every dollar counts, management teams are forced to take drastic action. The pandemic-related downturn stood out even more from other recessions […]
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The modern work environment has changed... and it's time for more companies to catch up. As the coronavirus pandemic escalated last year, millions of employees shifted to a work-from-home ("WFH") environment. For many folks, the transition was a pleasant development... Many people enjoyed "killing the commute" and a flexible work environment. As the pandemic begins […]
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Sometimes, truth is stranger than fiction... Out of all the crazy events that happened at the onset of the coronavirus pandemic last year, nobody could have predicted what happened in the oil market. With economic activity around the globe basically put on hold to fight the pandemic, no one needed oil. But oil was still […]
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