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When you're born has a significant effect on your success... My public school decided when students could enter classes based on whether their birthday was before or after September 1. I was born in late June, so I was one of the youngest students in my class. Had I been born two and a half […]
- BFAM
The coronavirus pandemic has created huge changes to consumer spending trends... A few weeks ago, financial-services firm Jefferies released a piece discussing trends in personal consumption. Over the past decade, folks have spent more money on services than goods. This means spending more on vacations and restaurants than cars or televisions. This trend was strongest […]
- ELY
Education is evolving on the fly... Across the globe, teachers are coping with classroom challenges in the wake of the coronavirus pandemic. Some of these changes will be temporary, while others may have long-lasting effects. Earlier this month, market-research firm CB Insights examined some of the many innovations that have emerged during the crisis – […]
- LOPE
More work is shifting online... and that means cybersecurity is a growing concern. For people working at home, the threat is becoming harder to control. When employees were in the same place, hacking was easier to defend against. Now, workers are using personal laptops on unsecured networks. This means hackers have more points of attack […]
- RDWR
- SHOP
This election season has been unlike any other in recent history... With the coronavirus pandemic forcing the major party candidates away from the usual volume of in-person campaigning, strategies have needed to change. Moreover, President Trump's positive coronavirus test at the beginning of the month certainly made for a dramatic "October surprise." Analysts are scrambling […]
As I said last Friday, Altimetry and the entire 'Powered by Valens Research' team hops on a weekly call to foster collaboration... At the end of the call, I provide a coaching comment to help the troops in whatever way a few choice words could make a difference in their work and personal lives. We […]
- GE
- ORCL
- SAP.DE
Many of Altimetry's U.S. employees, including our Director of Research, come from Northeastern University... Northeastern's "hybrid" work/study model is unique in the world of higher education. Students typically complete two to three "co-ops" – six-month internships – while at the school. These programs give students the opportunity to spend extended periods of time gaining real-world […]
- DIS
- GE
- JNJ
- MSFT
- STRA
In 2010, one of the most infamous events in stock market history occurred... A little after 2:30 p.m. on May 6, the stock market began to crumble. The Dow Jones Industrial Average was already down 3% on the day... and in a matter of minutes, the index lost another 6%. Investors panicked... but by shortly […]
- AEM
- JPM
The Trump administration recently escalated the trade war... In late September, the White House added China's largest semiconductor manufacturer, Semiconductor Manufacturing International Corporation ("SMIC"), to a restricted list. U.S. suppliers will now need special permission to work with the firm – similar to the recent restrictions placed on Huawei Technologies. The Trump administration claims that […]
- AEIS
- MU
Management teams know their businesses better than anyone... This is why one tool in every smart investor's "tool kit" is checking whether executives are trading their companies' stock. With their innate knowledge of operations, management's trading patterns can be insightful. Late last month, Bloomberg examined stock activity by management. Executives of companies in the S&P […]
- GLW
- MSFT