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Attention to detail is important... But so is seeing the big picture. This past week, my coaching comment to our global team was on the importance of understanding how smaller tasks fit into larger objectives. This relates to the concept of "missing the forest for the trees"... which has been a common saying for centuries […]
- GOOGL
- MSFT
- WORK
The 'At-Home Revolution' has separated the winners and losers in the business world... Unfortunately, this massive shift to spending more time at home has also created winners and losers throughout society. We've seen this in a big way with schooling. After parents, teachers, and the government argued all summer about whether to open schools, many […]
- CIEN
- T
- VZ
Editor's note: In lieu of a normal Altimetry Daily Authority today, we thought it was relevant, considering the election, to take a look at the markets from an asset allocation perspective. As we go to press, the winner of the election is still unknown... We write the Altimetry Daily Authority and schedule it the evening […]
We've said it before: the winner's curse is real... The theory is that after an auction, the winner regrets his bid. He tends to feel as if he overpaid. The classic example is buying a house. Buyers generally compete in an auction with other bidders. Counteroffers will drive up the price until only one buyer […]
- GPN
Joe Biden's lead has widened over the past few months... According to statistics website FiveThirtyEight, Biden has a roughly 90% chance to win the presidential election. That's a big change from his 67% chance two months ago. Similarly, FiveThirtyEight's senate forecasts have also shifted. Democrats now have a more than 75% chance to win a […]
To get the most out of work and life, focus on the vagus... That's not a typo. My coaching comment this week for our global team was focused on the importance of the vagus nerve. The vagus nerve is essential to achieving peak performance for anything in life. Whether it's preparing stock analyses for clients, […]
- PTON
The market's recent big drop is spooking investors... With Europe tightening restrictions, the coronavirus pandemic is back in focus. Folks are worried that we could see another big sell-off like the one in March. As we've highlighted many times before, the first indicator of a sell-off turning into a full-blown collapse is related to credit. […]
- C
- DRI
- GS
- JPM
Boeing (BA) and Paris-based Airbus (AIR.PA) have seen a long and heated rivalry throughout the decades... To understand why these companies have been foes for so long, we must look at their history. William E. Boeing founded his namesake firm back in 1916. After countless acquisitions through the 1920s and '30s, Boeing became the leader […]
- AIR.PA
- BA
- LMT
Management consulting firms make their money by telling clients how they can be disrupted... Giving this advice on how to stay ahead has created a $200 billion industry. And yet, consulting firms can be disrupted themselves. Just as doctors often make terrible patients, consultants refuse to take their own advice and innovate. These firms have […]
- ADBE
- IBM
- MSFT
- ORCL
- PRFT
- UPWK
An ideal capitalist system creates losers and winners from market forces... The "invisible hand" should promote smart, intuitive businesses to thrive and push unsuccessful companies out of existence. However, as Japan has shown, this doesn't always happen in practice... In the second half of the 20th century, the country's economy was on a roll. Japan […]