The Latest from FA Alpha Daily

• FridayPortfolio
  AnalysisMay 24, 2024

  Portfolio Analysis

  May 24, 2024

  People will keep spending on their pets

  FridayPortfolio
  AnalysisMay 24, 2024

  The COVID-19 pandemic unleashed unprecedented shifts in consumer behavior and spending patterns. As people were confined to their homes, more and more individuals sought companionship and emotional support amidst isolation, and pet ownership became a popular solution.

  Read More
• ThursdayUniform
  AccountingMay 23, 2024

  Uniform Accounting Analysis

  May 23, 2024

  Boeing’s recent failures could  propel this name’s prospects

  ThursdayUniform
  AccountingMay 23, 2024

  In January 2024, Alaska Airlines Flight 1282 experienced an in-flight failure that caused a door-sized panel to blow off the side of the Boeing 737 MAX 9 aircraft shortly after takeoff. The plane made an emergency landing in Portland.

  Read More
• WednesdayCredit
  OutlookMay 22, 2024

  Credit Outlook

  May 22, 2024

  Crypto frenzy boosted this exchange’s performance

  WednesdayCredit
  OutlookMay 22, 2024

  Bitcoin ETFs only began trading on major stock exchanges in January 2024, with the approval of the first United States spot Bitcoin ETFs by the Securities and Exchange Commission (“SEC”).

  Read More
• TuesdayCompany
  SpecificMay 21, 2024

  Company Specific

  May 21, 2024

  Medications can change eating habits

  TuesdayCompany
  SpecificMay 21, 2024

  A recent survey found that one in eight U.S. adults (12%) admits to using glucagon-like peptide-1 (GLP-1) drugs. GLP-1 drugs, which include popular medications like Ozempic and Wegovy, are prescribed to treat diabetes and help with weight loss.

  Read More
• MondayMacroMay 20, 2024

  Monday Macro

  May 20, 2024

  Far from the 1970s

  MondayMacroMay 20, 2024

  The last time the U.S. saw stagflation was in the 1970s...

  Read More
• FridayPortfolio
  AnalysisMay 17, 2024

  Portfolio Analysis

  May 17, 2024

  Creating a spirits powerhouse

  FridayPortfolio
  AnalysisMay 17, 2024

  Everyone appreciates transformational acquisitions, particularly when the underlying business offers numerous potential synergies. This is precisely the case with MGP Ingredients (MGPI), which has historically provided alcohol, specialty wheat proteins, and starches. In April 2021, MGP completed a significant $475 million acquisition of Luxco, a beverage alcohol products producer with a diverse portfolio of brands.

  Read More
• ThursdayUniform
  AccountingMay 16, 2024

  Uniform Accounting Analysis

  May 16, 2024

  This kitchen supplier stands to benefit from rate cuts

  ThursdayUniform
  AccountingMay 16, 2024

  The consensus among economists and analysts is that interest rates in the United States have likely peaked for this economic cycle and are poised to decline going forward.

  Read More
• WednesdayCredit
  OutlookMay 15, 2024

  Credit Outlook

  May 15, 2024

  Inflation is brewing trouble for this coffee giant

  WednesdayCredit
  OutlookMay 15, 2024

  Coffee products are often seen as consumer staples that people will continue purchasing regardless of economic conditions. As an addictive substance, coffee provides both utility and enjoyment to customers on a daily basis. Therefore, the argument could be made that Starbucks (SBUX) is well-positioned to withstand inflation and economic downturns.

  Read More
• 

  May 14, 2024

  This utility giant defied industry norms and capitalized on electrification trends

  

  Utilities have traditionally not been seen as high-growth investments due to their regulated business models and relatively flat demand trends.

  Read More
• MondayMacroMay 13, 2024

  Monday Macro

  May 13, 2024

  Finding silver linings in ‘‘bad’’ data

  MondayMacroMay 13, 2024

  The recent U.S. job report has given investors and economists a rare reason to celebrate despite its seemingly modest numbers.

  Read More
• FridayPortfolio
  AnalysisMay 10, 2024

  Portfolio Analysis

  May 10, 2024

  With the current rates, the only supply comes from the homebuilders

  FridayPortfolio
  AnalysisMay 10, 2024

  With interest rates remaining higher for longer, mortgage rates have also remained at elevated levels. Currently, the average 30-year fixed-rate mortgage sits around 7.2%, up from approximately 3% in 2020.

  Read More
• ThursdayUniform
  AccountingMay 9, 2024

  Uniform Accounting Analysis

  May 9, 2024

  Another beneficiary of TikTok probation

  ThursdayUniform
  AccountingMay 9, 2024

  Last week, we discussed the Senate passing a bill that would ban TikTok in the U.S. if its parent company ByteDance does not sell it to an American firm within six months.

  Read More
• WednesdayCredit
  OutlookMay 8, 2024

  Credit Outlook

  May 8, 2024

  It is hard to quit smoking

  WednesdayCredit
  OutlookMay 8, 2024

  Yesterday we discussed how in times of economic uncertainty, investors seek to move their capital into safer asset classes that provide stability and downside protection.

  Read More
• Tue

  Company Specific

  May 7, 2024

  You still need to take care of your hygiene, even during economic downturns

  Tue

  The U.S. economy showed signs of slowing in the first quarter of 2024, with real gross domestic product (GDP) increasing at an annualized rate of 1.6%, according to advance estimates released by the Bureau of Economic Analysis.

  Read More
• MondayMacroMay 6, 2024

  Monday Macro

  May 6, 2024

  Japan’s economy is showing signs of life

  MondayMacroMay 6, 2024

  Japan's GDP grew from $91 billion in 1965 to $1.1 trillion by 1980...

  Read More
• FA AlphaDailyMay 3, 2024

  May 3, 2024

  Finally, people can cancel their Planet Fitness memberships

  FA AlphaDailyMay 3, 2024

  Weight loss drugs are already in huge demand, and 13 new obesity drugs are expected to hit the market by 2029.

  Read More
• FA AlphaDailyMay 2, 2024

  May 2, 2024

  Elon Musk’s new venture can end Lyft’s dreams about profitability

  FA AlphaDailyMay 2, 2024

  Elon Musk has been working on transforming transportation for a long time.

  Read More
• 

  April 30, 2024

  This company is the franchising powerhouse of the hotel industry

  

  Wyndham Hotels & Resorts (WH) is one of the world's largest hotel franchising companies based on the number of properties.

  Read More
• 

  April 29, 2024

  Expect bank failures, but don’t panic

  

  The U.S. financial system has experienced its fair share of turbulence over the decades.

  Read More
• FridayPortfolio
  AnalysisApr 26, 2024

  Portfolio Analysis

  April 26, 2024

  Profiting from the rising life expectancy

  FridayPortfolio
  AnalysisApr 26, 2024

  Life expectancy in the U.S. has seen a significant increase over the past century and continues to rise due to improvements in healthcare and access to better nutrition.

  Read More