Archive
Revisiting this great health research again... I recently read Dr. Jason Fung's book, The Obesity Code: Unlocking the Secrets of Weight Loss, cover to cover. I hesitated to read it in the past because I'm not obese nor worried about becoming so. But that shouldn't dissuade someone from reading this amazing work about health and […]
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The dust settles around a lawsuit between Costco and Tiffany... But questions around branding remain… American luxury jeweler Tiffany & Co. has a long and storied past. Founded more than 180 years ago, the company's iconic brand of diamond jewelry has always found itself entwined with American history – from the Civil War to the […]
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Online retail was massive in 2020... A recent Economist article captured the sentiment of last year for online retailers: "It was like Christmas every day." Due to lockdowns and social distancing regulations, consumers were trapped inside. Folks couldn't go to stores, and were forced to adopt e-commerce to purchase the goods they needed. Consumers also […]
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Oil prices have been rising ever since their March 2020 pandemic lows... During the global pandemic, the price of oil cratered to historically low levels, dropping from $64 a barrel in late 2019 to $20 in March 2020. The decline in travel along with the global lockdown reduced oil demand. This absence of demand caused […]
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What is LIBOR... and what is it used for? The London Interbank Offered Rate, known as LIBOR, often appears in the media to explain sweeping economic shifts. It comes across as a complex concept that only bankers and Wall Street-types understand. But in reality, it's not difficult to understand. Banks, like any other for-profit business, […]
Let me tell you about a doctor I greatly admire... I am four years into being a dedicated intermittent faster. A giant part of that is thanks to Dr. Jason Fung's research on the amazing health benefits of intermittent fasting. A nephrologist by trade, Dr. Fung focuses on helping patients with kidney disease. His work […]
Going back to our Uniform Accounting roots... Here at Altimetry, we take a disciplined and systematic approach to stock picking and company analysis. Although not many others in the business go to such lengths to unlock alpha for retail investors, we can't take full credit for how we do what we do. We also stand […]
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Political challenges come with a speedy vaccine rollout... As the Delta variant sweeps the world, investors are reminded about the importance of vaccinations to bolster the economy. On Monday, the market tumbled nearly 100 points intraday as the number of coronavirus cases are on the rise. While the market tends to run and hide at […]
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Telecom companies aren't the biggest 5G winners... Many investors would assume the coming 5G adaption is a great opportunity for telecom companies like AT&T (T), Verizon (VZ), and T-Mobile (TMUS). The new technology means each company could lead in the 5G space. The company that emerges with the best network will take market share from […]
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Housing prices in the U.S. are up 14.6% from a year ago... As we've discussed in the past, the "At-Home Revolution" has essentially poured lighter fluid onto America's housing market and beyond. The coronavirus pandemic forced people out of crowded cities and into the suburbs. And the housing supply simply hasn't been able to keep […]