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Here at Altimetry, each week, we host an all-hands internal call... More than 100 people across the globe work behind the scenes to power our analysis, in-house databases, client-facing software, and reports that go out to the world of investors every day. With so many teams and so many different projects and initiatives, it can […]
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Hedge funds and asset managers are competitive businesses... Fund managers are always trying to beat the market and outperform each other. However, there may be more to running an asset management business than superior returns... There's an old adage among asset managers that goes: If your client likes you, he'll keep you around forever. However, […]
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The coronavirus pandemic has hit many hotels hard... Over the past few months, we've seen steep declines in international tourism and business travel. As the Los Angeles Times reported last month, one in four hotel properties is already struggling to pay its mortgage, thus risking potential foreclosure. Demand still hasn't recovered, and expenses continue to […]
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Housing demand is huge... but supply hasn't kept up. It's a problem we haven't see in decades. As the Wall Street Journal recently explained, at the end of July, 1.3 million single-family homes were for sale. This is the lowest amount in July since at least 1982. This shortage has driven prices higher, with the […]
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The U.S. Federal Reserve realized the need for a finance SWAT team as it reassessed its role in the economy following the financial crisis... In the buildup to the Great Recession, the Fed suffered from the oversight of disaster myopia and wasn't properly prepared for the crisis. Former Chairman Alan Greenspan and others made the […]
The coronavirus pandemic has altered nearly every industry... The sports industry is certainly no exception. Professional leagues suspended games for months, and fans still aren't allowed in most stadiums... both in the U.S. and internationally. But as market-research firm PitchBook explained in late July, this financial pressure might be providing private-equity ("PE") investors with an […]
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Many students are taking online classes for the first time this year... With 15 of the biggest 20 public school districts starting online this fall, children are being forced to adapt to a new learning environment. This shift could potentially cause students to lose ground in their learning. The most obvious effect of online or […]
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At Valens Research – the firm that powers Altimetry – we have a close relationship with MBO Partners... MBO is a consulting firm for independent professionals and companies looking to match up. Just recently, we had a conversation with the company's leadership about economist Ronald Coase's "Theory of the Firm." This theory states that companies […]
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No industry has fully avoided adapting to the pandemic... Even the traditionally boring trucking industry has been disrupted. Many of these carriers saw business crater during the initial shutdown. However, demand bounced back due to a surge in online orders, which overloaded logistics organizations. In the trucking industry, "last-mile transportation" has changed the most during […]
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It's difficult to quantify how fast economies inflect positively and negatively... This is why people are constantly chasing new indicators to gauge economic activity... especially in the current environment, where things are changing so quickly and the drivers are so unique. Some experts have been studying Alphabet's (GOOGL) Google search trends or different topics. We've […]
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