The Latest from FA Alpha Daily

• Mon

  Monday Macro

  June 24, 2024

  Investors have already settled into the ‘New China’

  Mon

  While most Indian prime ministers serve a maximum of two terms, Narendra Modi became the second ever to reach a third term. Indian citizens are clearly happy with how the last decade has gone. Modi has done a lot to help India’s economy become one of the fastest growing in the world, including welcoming a lot of new foreign investors over the last few years.

  Read More
• FridayPortfolio
  AnalysisJun 21, 2024

  Portfolio Analysis

  June 21, 2024

  Not every water infrastructure company is cheap

  FridayPortfolio
  AnalysisJun 21, 2024

  We discussed yesterday that water scarcity is one of the bigger long-term trends, according to UBS.

  Read More
• ThursdayUniform
  AccountingJun 20, 2024

  Uniform Accounting Analysis

  June 20, 2024

  Water scarcity creates opportunities for this company

  ThursdayUniform
  AccountingJun 20, 2024

  Water scarcity and the ‘space’ economy have been highlighted in UBS's latest report as two of their top five long-term investment themes.

  Read More
• WednesdayCredit
  OutlookJun 19, 2024

  Credit Outlook

  June 19, 2024

  Empowering clients with fintech solutions

  WednesdayCredit
  OutlookJun 19, 2024

  The financial services industry has undergone substantial changes in recent decades due to the rise of digitalization and fintech.

  Read More
• TuesdayCompany
  SpecificJun 18, 2024

  Company Specific

  June 18, 2024

  This airline’s COVID recovery has stalled

  TuesdayCompany
  SpecificJun 18, 2024

  The airline industry has faced immense turbulence over the past few years. What was once a relatively stable sector has now encountered headwinds threatening even the strongest carriers.

  Read More
• MondayMacroJun 17, 2024

  Monday Macro

  June 17, 2024

  Redirecting public discontent

  MondayMacroJun 17, 2024

  China's economy has been hit on many different fronts lately… First, the country faced a debt crisis in the real estate. Recently, there have been conversations about how the government is trying to bail out the sector with efforts to push regions to buy homes outright.

  Read More
• FridayPortfolio
  AnalysisJun 14, 2024

  Portfolio Analysis

  June 14, 2024

  The new gold mine of pharma

  FridayPortfolio
  AnalysisJun 14, 2024

  The obesity drug market is on the verge of unprecedented growth as pharmaceutical companies race to address the worsening worldwide obesity epidemic. Valued at over $24 billion in 2023, the market is projected to balloon to $130 billion or more by 2030 according to Goldman Sachs.

  Read More
• ThursdayUniform
  AccountingJun 13, 2024

  Uniform Accounting Analysis

  June 13, 2024

  This CRM giant might not be as cheap as you thought

  ThursdayUniform
  AccountingJun 13, 2024

  The digital transformation sweeping enterprises worldwide has disrupted traditional business models and given rise to new categories of software. As companies race to adopt cloud technologies and optimize customer experiences, innovative software vendors have emerged promising to help organizations navigate this shift.

  Read More
• Wed

  Credit Outlook

  June 12, 2024

  Positioned for growth with the clean energy transition

  Wed

  As the global energy industry rapidly transforms to address climate change, traditional oil and gas sectors are experiencing significant disruptions. Chart Industries (GTLS), a leader in equipment manufacturing for energy and industrial gas markets, is tackling these challenges head-on by investing in new technologies and making strategic acquisitions. In today’s FA Alpha, we delve into […]

  Read More
• TuesdayCompany
  SpecificJun 11, 2024

  Company Specific

  June 11, 2024

  Wiring up the America

  TuesdayCompany
  SpecificJun 11, 2024

  The supply chain has seen underinvestment and aging infrastructure for over two decades. As a result, the U.S. infrastructure, both public and private, has slowly deteriorated. More than 7% of bridges are structurally deficient, and there is a water main break every two minutes, resulting in billions of gallons of treated water lost daily.

  Read More
• MondayMacroJun 10, 2024

  Monday Macro

  June 10, 2024

  The hidden impact of ‘Phantom Debt’ on consumer health

  MondayMacroJun 10, 2024

  In the shadows of traditional credit, “buy now, pay later” (BNPL) loans are quietly stacking up as “phantom debt.” These seemingly benign, interest-free installments bypass credit reports but are increasingly driving delinquency rates higher, reflecting growing financial strain among consumers. In today’s FA Alpha Daily, we explore the hidden risks of BNPL, its impact on […]

  Read More
• FridayPortfolio
  AnalysisJun 7, 2024

  Portfolio Analysis

  June 7, 2024

  Drilling to higher profitability

  FridayPortfolio
  AnalysisJun 7, 2024

  Commodity prices are inherently volatile and difficult to predict over the short to medium term. This poses risks for companies with direct exposure to commodity market fluctuations through their business operations or revenues.

  Read More
• ThursdayUniform
  AccountingJun 6, 2024

  Uniform Accounting Analysis

  June 6, 2024

  Leading the way with 5G

  ThursdayUniform
  AccountingJun 6, 2024

  In today's interconnected world, technology typically advances concurrently across different regions.

  Read More
• WednesdayCredit
  OutlookJun 5, 2024

  Credit Outlook

  June 5, 2024

  Transforming the creative software space with AI

  WednesdayCredit
  OutlookJun 5, 2024

  Everybody knows Adobe (ADBE) is the leader in the creative software space.

  Read More
• TuesdayCompany
  SpecificJun 4, 2024

  Company Specific

  June 4, 2024

  Revamping America’s aging water infrastructure

  TuesdayCompany
  SpecificJun 4, 2024

  A large portion of America's two million miles of water pipes are over 50 years old. Many treatment plants also need repairs or complete overhauls.

  Read More
• MondayMacroJun 3, 2024

  Monday Macro

  June 3, 2024

  This ‘vanilla’ tool can help you invest more in bonds

  MondayMacroJun 3, 2024

  Investing is less about picking the right company than you think.

  Read More
• FridayPortfolio
  AnalysisMay 31, 2024

  Portfolio Analysis

  May 31, 2024

  This company will address the energy demand coming from AI

  FridayPortfolio
  AnalysisMay 31, 2024

  We have been discussing interest rates and their implications for some time now.

  Read More
• Thu

  Uniform Accounting Analysis

  May 30, 2024

  Tossing and turning because of the high rates

  Thu

  We have been discussing interest rates and their implications for some time now.

  Read More
• WednesdayCredit
  OutlookMay 29, 2024

  Credit Outlook

  May 29, 2024

  The Big Blue could rise again

  WednesdayCredit
  OutlookMay 29, 2024

  Yesterday, we discussed Dell (DELL), a company that the market views as lacking further growth potential. However, Dell could have significant room for growth thanks to opportunities in the AI sector.

  Read More
• TuesdayCompany
  SpecificMay 28, 2024

  Company Specific

  May 28, 2024

  This old dog can still learn new tricks

  TuesdayCompany
  SpecificMay 28, 2024

  The start of 2024 will be remembered for the significant developments and investments in artificial intelligence. Billions of dollars have poured into high-growth areas like data centers, which are critical infrastructure powering the AI ecosystem.

  Read More