Archive
Last week, Joel talked about why asking questions leads to better stock picking... In the April 23 Altimetry Daily Authority, he highlighted the analysis of Philippines-based miner Nickel Asia (NIKL.PM) and how his embracing of the Socratic method allowed a big client to dodge a potential portfolio "torpedo." As Joel explained, statements of fact can […]
- LVMUY
- NIKL.PM
- TPR
Despite the rise in subscriptions, ad spending can't be stopped... Over the past few years, one of the most popular business models has been consumer subscriptions, with companies like streaming giant Netflix (NFLX) at the forefront. Music services like Spotify (SPOT) and Apple (AAPL) Music – as well as news organizations – are transitioning away […]
- AAPL
- FB
- GOOGL
- IPG
- NFLX
- OMC
- SPOT
The past year has been a field day for statisticians... The coronavirus pandemic has given economists and academics of all stripes a test case for plenty of different statistics and metrics. Of all the statistics, one of the more unfortunate and surprising ones is that despite less time spent driving, we haven't seen a significant […]
- TSLA
Europe's 'Great Experiment' has never gotten close to emulating the U.S... The nascent European Union started as an economic agreement to lower tariffs for steel. As the power and responsibilities of the bloc grew, many politicians thought it could become the "United States of Europe." British Prime Minister Winston Churchill admired the federalist approach to […]
- NFLX
The financial media still isn't clued in to the reality of the stock market... Just last week, we mentioned that many investors are putting the cart before the horse and becoming skittish over potential interest rate hikes. They're concerned that higher rates could mean companies will avoid borrowing money to invest in growth. Higher rates […]
- CGC
- NKLA
- QS
According to Socrates, knowledge comes from asking questions, not stating opinions... In order to stimulate better thinking and understanding, the ancient Greek philosopher would invite his students – including Plato – to actively question the topics he discussed. His "Socratic method" proved so powerful that today, thousands of years later, Socrates is still widely known... […]
- NIKL.PM
In the race to get vaccinated, the U.S. is in the lead... In the April 14 Altimetry Daily Authority, we mentioned how the U.S. is currently near the head of the global pack in getting its population vaccinated against the coronavirus. Now, as of this week, every American adult is eligible to receive the vaccine. […]
- JNJ
- MRNA
- PFE
The coronavirus pandemic has shifted consumer spending to the home... In the wake of social distancing and lockdown restrictions, people have been forced to spend more time at home – whether working or entertaining themselves. It's part of what we've termed the "At-Home Revolution"... And it has led to surging demand for home improvement and […]
- HD
- LEN
- ZG
The massive infrastructure deal has the potential to revitalize the economy... The Biden administration has been putting together a comprehensive infrastructure plan for accelerating the recovery from the coronavirus pandemic and stimulating greater economic growth. Now that the significant stimulus package has been passed, the administration is looking for other ways to put the U.S. […]
- BHP
Over the past year, the usually murky foreign exchange ('FX') market had one clear trade... In this corner of investing, traders skilled at guessing broad economic trends look to trade sovereign nations' currencies against each other. Similar to the commodities markets, the FX market is often made up of big institutions on one side looking […]
- CME
- GS