The Latest from FA Alpha Daily

• ThursdayUniform
  AccountingMar 28, 2024

  Uniform Accounting Analysis

  March 28, 2024

   This company plans to break Asia’s hegemony over the semiconductors

  ThursdayUniform
  AccountingMar 28, 2024

  While the semiconductor industry has seen a strong rally in chip designers like Nvidia (NVDA) and AMD (AMD), one of the most significant ongoing transformations has flown under the radar - Intel's (INTC) push to become a leading foundry player.

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• Wed

  Credit Outlook

  March 27, 2024

  This company will be one of the big winners of increased defense spending

  Wed

  The number and intensity of conflicts worldwide have been increasing in recent years.

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• Tue

  Company Specific

  March 26, 2024

  This restaurant giant is going to keep benefiting from high inflation

  Tue

  Yesterday we talked about how inflation is still high, and that is likely

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• MondayMacroMar 25, 2024

  Monday Macro

  March 25, 2024

  The market is attempting to rewrite history

  MondayMacroMar 25, 2024

  The tech frenzy surrounding Nvidia (NVDA) has reached new heights, with the launch of an exclusive Nvidia ETF, known as NVDL. You read that right. There is a one-stock, levered-long Nvidia ETF, called NVDL.

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• Fri

  Portfolio Analysis

  March 22, 2024

  Capitalizing on high rates

  Fri

  Higher than expected inflation in the U.S. increases the likelihood that the Federal Reserve (Fed) will be forced to maintain a restrictive policy stance with higher interest rates for an extended period.

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• Thu

  Uniform Accounting Analysis

  March 21, 2024

  A “new” player in the contract research ecosystem

  Thu

  Contract research organizations (“CROs”) help biotech and pharma firms take drugs from testing to market efficiently. This is a strong, growing market with plenty of tailwinds.

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• Wed

  Credit Outlook

  March 20, 2024

  This company will bring credit markets to the future

  Wed

  In the 50s, the stock market looked vastly different than it does today. Only a small fraction of Americans - around 4% - participated in stock ownership according to census data from the time.

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• TuesdayCompany
  SpecificMar 19, 2024

  Company Specific

  March 19, 2024

  Wealthy consumers will create demand even during a recession

  TuesdayCompany
  SpecificMar 19, 2024

  Recessions often hit the disadvantaged and lower-income groups the hardest. While many industries see declining sales during recessions, especially those relying on discretionary consumer spending, some sectors have proven more resilient than others.

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• Mon

  Monday Macro

  March 18, 2024

  Rising productivity fuels overconfidence in the market

  Mon

  The beginning of the pandemic in early 2020 was accompanied by a period of unprecedented economic turbulence… While lockdowns officially started in March 2020, the worst economic effects started showing up in the following few months.

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• Fri

  Portfolio Analysis

  March 15, 2024

  Investing in digital safety

  Fri

  CrowdStrike (CRWD) has established itself as the leading provider of cloud-native endpoint protection through its Falcon platform.

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• 

  March 14, 2024

  Tesla’s 2024 reality check

  

  The once high-flying electric vehicle industry has hit turbulence in 2024 as disappointing sales reports and valuation adjustments have exposed the challenges of scaling a new technology.

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• Wed

  Credit Outlook

  March 13, 2024

  This IT player is stronger than the market perceives

  Wed

  N-able (NABL) is a provider of managed services and security solutions for small and medium-sized businesses.

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• 

  March 12, 2024

  Paramount is fighting for survival

  

  Paramount Global (PARA) faces increasing pressure as its efforts to compete in the streaming wars have faltered.

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• FA AlphaDailyMar 11, 2024

  March 11, 2024

  America has a new primary trading partner

  FA AlphaDailyMar 11, 2024

  China has been the economic elephant in the room for decades…

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• Fri

  Portfolio Analysis

  March 8, 2024

  Creating the America’s largest credit card player

  Fri

  Capital One (COF) announced plans to acquire Discover Financial Services (DFS) in a $35 billion all-stock transaction on February 19, 2024.

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• Thu

  Uniform Accounting Analysis

  March 7, 2024

  This drug developer is doing business like a portfolio manager

  Thu

  The pharmaceutical industry is notorious for leaving investors with hopeful investments with pennies on the dollar.

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• WednesdayCredit
  OutlookMar 6, 2024

  Credit Outlook

  March 6, 2024

  The largest company in the world plans to stay the largest by investing in AI

  WednesdayCredit
  OutlookMar 6, 2024

  Yesterday we talked about Apple (AAPL), a giant that keeps investing in innovation to remain a giant.

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• TuesdayCompany
  SpecificMar 5, 2024

  Company Specific

  March 5, 2024

  Apple is not planning on stepping down

  TuesdayCompany
  SpecificMar 5, 2024

  Big companies have a pretty common story.

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• Mon

  Monday Macro

  March 4, 2024

  Don’t get too cozy with the AI mania

  Mon

  February was a reminder of what lies under the surface of the artificial intelligence (“AI”) mania...

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• Fri

  Portfolio Analysis

  March 1, 2024

  Moving from staffing to consulting

  Fri

  When ASGN (ASGN) got its start in the 1980s, it was nothing more than a healthcare staffing business. It helped scientific companies fill roles, both temporary and full-time. This was the biggest segment of its business and it's called Assignment.

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