Archive
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 […]
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 […]
- AMZN
- M
- TJX
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 […]
- CENX
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, […]
- GS
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 […]
- CRWD
- FTNT
- OKTA
- PANW
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 […]
We ought to pay more attention to Brazil's weather patterns... Over the past few years, many conversations have centered around the devastating California wildfires, which have ruined millions of acres of farms, wineries, and homes across the Golden State. What doesn't get as much attention is an even more important story for the modern economy: […]
- ADM
- BG
Working from home has presented a new corporate risk... Last year was a transformational year for so much of our world and the economy. It changed how we thought about work, where we work, how we work, and even when we work. It also changed how companies had to think about a looming issue brewing […]
- CRWD
- FTNT
- OKTA
- QLYS
Facial ID is becoming an effective defense against fraud... Whether it's as mundane as a financial transaction or as exotic as a meeting between spies, the surest way to know that private information reaches the right person is by meeting with them face to face. You can almost certainly be sure you know who you're […]
- AAPL
- MA
- PYPL
It's time to look away from the heavyweights for alpha... The past few weeks have been choppy for large-cap stocks. Investors have been set up for disappointment this earnings season, leading to short-term volatility. This has already meant the S&P 500 Index is down around 1% over the past month, with the Nasdaq down 2%, […]
- AAPL
- AMZN
- FB
- GOOGL
- ZM