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Travel destinations are rethinking their commitment to some parts of the industry... The travel and leisure industries have spent the past year shellshocked as travel plans around the globe screeched to a halt during the coronavirus lockdowns. Major cruise lines and airlines are a long way from recovering to their pre-pandemic levels. However, as vaccine […]
- CCL
- RCL
One of the hottest investment themes of the past five years is to be 'better'... Environmental, social, and governance ("ESG") investing has become a massive force in the investment industry in recent years. This investment philosophy involves choosing companies that don't focus solely on profits, but also on all the different ways a business affects […]
- MSCI
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 […]
- ABT
- BABA
- BIDU
- COST
- DHR
- JD
- JNJ
- KO
- MCD
- MDLZ
- PG
- TGT
- WMT
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" […]
- BYND
- YUM
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 […]
- LITE
- T
- TMUS
- VZ
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. […]
- FB
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 […]
- MAN
- ROK