The Latest from FA Alpha Daily

• Tue

  Company Specific

  January 2, 2024

  The end of the pandemic won’t stop the growth of this company

  Tue

  The COVID-19 pandemic created an unprecedented demand for diagnostic testing technology, significantly benefiting this sector.

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• FA AlphaDailyDec 29, 2023

  December 29, 2023

  Here Are The Four Possible Scenarios For The U.S. Economy

  FA AlphaDailyDec 29, 2023

  Each scenario portrays a different outlook for the nation’s wealth and productivity.

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• Thu

  Uniform Accounting Analysis

  December 28, 2023

  This company still has not recovered from the pandemic, and inflation makes it worse

  Thu

  We have been dealing with inflation for quite some time. There are different views on why this happened, but it seems the quantitative easing actions, the Russian invasion of Ukraine, and the scarcity of demanded goods all had impacts.

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• Wed

  Credit Outlook

  December 27, 2023

  Rating agencies think this pool equipment maker is doomed in a recession

  Wed

  The economic tides are turning fast. Back in 2021, we were experiencing economic euphoria. We saw that the pandemic didn't really slow the economy down, and people got used to remote working.

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• Tue

  Company Specific

  December 26, 2023

  The payments king is dead, long live the new king!

  Tue

  Cash is not king anymore. E-commerce is immensely growing, and has already started changing how we pay. The disruption has led to banks increasing their offerings and large tech conglomerates like Apple (AAPL) introducing alternative payment solutions such as Apple Pay.

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• Fri

  Portfolio Analysis

  December 22, 2023

  The market may not fully understand the business life cycle

  Fri

  Only 40% of startups can become profitable. These profits are a byproduct of these companies' ability to prove their products and services in the marketplace. Once the business model is accepted by the market, external funding may not be necessary as cash flows can provide the money for reinvestment.

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• Thu

  Uniform Accounting Analysis

  December 21, 2023

  This company will be sleeping through the recession

  Thu

  With many economists forecasting an increased likelihood of a recession in the coming year, investors are understandably growing more risk-averse.

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• 

  December 20, 2023

  Not Every Acquirer Carries Credit Risk

  

  Acquisitions, while a powerful tool for growth, often come with heightened risks, especially in uncertain economic times.

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• 

  December 19, 2023

  This company stands to benefit from a growth in mobile gambling

  

  Technology has completely changed the world of gambling.

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• 

  December 18, 2023

  We have to measure more than bankruptcies

  

  Bankruptcies aren’t even the biggest form of default this year.

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• Fri

  Portfolio Analysis

  December 15, 2023

  The market may not fully understand the business life cycle

  Fri

  Businesses start and fail every day. Most of those that fail do so in the startup phase.

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• Thu

  Uniform Accounting Analysis

  December 14, 2023

  When real estate is knocked down, this company will have ground to stand on

  Thu

  Real estate is facing significant headwinds in the current macroeconomic environment.

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• Wed

  Credit Outlook

  December 13, 2023

  Offshore expertise keeps this company solid in a volatile market

  Wed

  The oil and gas exploration and production industry, particularly in the realm of offshore drilling, is an area that often draws close examination from rating agencies.

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• Tue

  Company Specific

  December 12, 2023

  This company stands to benefit from a rise in extreme weather events

  Tue

  Extreme weather events in the United States are on the rise due to a combination of natural climate variability and human-induced climate change.

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• MondayMacroDec 11, 2023

  Monday Macro

  December 11, 2023

  Another subprime crisis is on the horizon

  MondayMacroDec 11, 2023

  Back in 2019, the bank bundled together about 75,000 auto loans in a bond product called "Drive 2019-3."

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• Fri

  Portfolio Analysis

  December 8, 2023

  IP provides a strong competitive advantage, as long as it lasts

  Fri

  The last five years have marked the emergence of two critical technological advancements, Artificial intelligence (“AI”) and cryptocurrencies. Notably, these two industries have stimulated explosive growth in demand for graphics processing units ("GPUs").

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• Thu

  Uniform Accounting Analysis

  December 7, 2023

  This company is building America’s fiber backbone

  Thu

  The $1.2 trillion Bipartisan Infrastructure Law passed in 2021 keeps fueling the supply chain supercycle and infrastructure investing.

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• Wed

  Credit Outlook

  December 6, 2023

  Credit agencies don’t understand the potential of the supply chain supercycle

  Wed

  For a while, we have been talking about how the supply chain supercycle will affect the U.S. economy and companies’ ability to benefit from it. Companies are investing back in their businesses to strengthen their supply chain, optimize operations, and renew their old properties and equipment.

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• Tue

  Company Specific

  December 5, 2023

  The pandemic is over yet this dating app will keep up its strong performance

  Tue

  Social media companies experienced significant growth during the pandemic as people turned to these platforms for connection and entertainment while facing lockdowns and social distancing measures.

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• Mon

  Monday Macro

  December 4, 2023

  Quiet ripples started just before the financial tempest

  Mon

  Continuing claims, or the number of people unemployed for at least five weeks, was up almost 12% year over year in October.

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