The Latest from FA Alpha Daily

• Fri

  Portfolio Analysis, Fridays 2022 to 2026

  August 12, 2022

  Does the Inflation Reduction Bill kick off the next wave of solar investment?

  Fri

  As the world tries to go green, the U.S. government has recently committed to this ideal. The U.S. Senate passed a climate, energy, and health care bill that will invest approximately $370 billion over the next decade in clean energy and climate programs.

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• Thu

  Uniform Accounting Analysis, Thursdays 2022 to 2026

  August 11, 2022

  Construction is back in the United States, and it benefits CAT

  Thu

  When President Biden came into office, one area he expressed a desire to devote resources to was improving infrastructure across the United States. The Infrastructure Investment and Jobs Act has committed over $500 billion dollars to upgrading roads, bridges, public transportation, and myriad other projects in the coming years.

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• Wed

  Credit Outlook, Wednesdays 2022 to 2026

  August 10, 2022

  WW International’s healthy credit structure is not understood by the credit agencies

  Wed

  Although we do not talk about it as much, obesity has become a global problem. 1.9 billion adults were overweight and 650 million of them were obese in 2016, nearly tripling since 1975.

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• Tue

  Company Specific, Tuesdays 2022 to 2026

  August 9, 2022

  Zoom proves how profitable the video communication business actually is

  Tue

  Online meetings have become a part of our life for a long time. The need for video communications in politics, business, or just for leisure has always been a dream of science fiction writers of the 20th century.

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• Mon

  Monday Macro

  August 8, 2022

  Our economic example continues into 1949

  Mon

  If we look at all the data that matters, it's clear this recession is different from 2008 or the Great Depression. This is a ‘recession in name only’ (RINO), not a real recession.

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• Fri

  Portfolio Analysis, Fridays 2022 to 2026

  August 5, 2022

  Let’s see if investing based on political views pays off

  Fri

  Theme investing ETFs, such as principles-based ETFs, which screen out the stocks they find suitable to their principles and political or global long-term views, are getting increasingly popular. Today’s FA Alpha Daily will examine Point Bridge America First ETF (MAGA), which invests in companies that support the Republican party, to see if it unlocks value […]

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• Thu

  Uniform Accounting Analysis, Thursdays 2022 to 2026

  August 4, 2022

  Data quality brings quality returns to Mastercard

  Thu

  Every day we do common tasks such as reading the news, meeting people, and shopping.

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• Wed

  Credit Outlook, Wednesdays 2022 to 2026

  August 3, 2022

  This truck manufacturer is made to deal with the driver shortage

  Wed

  It's no secret that there is a current truck driver shortage in the United States. As the economy begins to rebound, companies need to address the supply chain issues that have impeded growth and driven inflation.

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• Tue

  Company Specific, Tuesdays 2022 to 2026

  August 2, 2022

  Fast Fashion has an innovative player that’s being overlooked

  Tue

  The key to the massive growth of the fast fashion industry is demand. The consumers whom brands such as Zara, H&M, and Artizia are targeting love new products and the constant need to consume.

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• Mon

  Monday Macro

  August 1, 2022

   An Economics Lesson From 1947 and 1948, Part 2

  Mon

  As markets tanked in mid-June and Fed Chairman Jerome Powell made it known that a 0.75% interest-rate hike was on the table, Google Trends searches for "Recession" skyrocketed.

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• Fri

  Portfolio Analysis, Fridays 2022 to 2026

  July 29, 2022

  Flying could be the worst part of your vacation and your portfolio

  Fri

  Poor organization, staffing issues, and underinvestment in airline operations through 2020 and 2021 plague airlines, resulting in disappointing delays and cancellations. Today’s FA Alpha Daily will check into the biggest airline ETF, U.S Global Jets ETF (JETS), to find out how the airline industry has really been performing.

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• Thu

  Uniform Accounting Analysis, Thursdays 2022 to 2026

  July 28, 2022

  A Cyclical Energy name is about to reap big rewards

  Thu

  The recent boom in demand for oil and energy also entails stronger demand for the services of industry players like Schlumberger Limited (SLB), one of the biggest oil & gas equipment and services companies in the world. Today’s FA Alpha Daily will dig into what investors can expect from Schlumberger Limited using the Embedded Expectations Analysis framework.

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• Wed

  Credit Outlook, Wednesdays 2022 to 2026

  July 27, 2022

  Nuclear technology is saving lives, but credit agencies miss Lantheus’ role in it

  Wed

  Nuclear technology plays a vital role in saving lives as it is used in helping fight cancers and in imaging technologies. Even with the booming demand for nuclear technology in the healthcare industry, credit rating agencies give Lantheus Holdings (LNTH), a major supplier of nuclear technology for healthcare solutions, a B+ rating. Today’s FA Alpha Daily will investigate the company’s real creditworthiness.

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• Tue

  Company Specific, Tuesdays 2022 to 2026

  July 26, 2022

  Whether you bet for or against the supply chain, this name will always come out on top

  Tue

  Regardless of whether the supply chain sees a fumble or triumph, shipping companies such as ZIM Integrated Shipping Services (ZIM) are strategically positioned to capitalize on both scenarios. Today's FA Alpha Daily will look into the company's true returns and valuations and why it is a compelling company for FA Alpha.

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• Mon

  Monday Macro

  July 25, 2022

  An Economics Lesson from 1947 and 1948, part 1

  Mon

  The Federal Reserve faced a crossroads in tackling the rising inflation—it was either raising the interest rates earlier during the economic recovery, which would prevent a 2021 rebound, or hiking the interest rates aggressively as soon as it recognized inflation wasn't "transitory." Today’s FA Alpha Daily will examine how the Fed addressed the inflation of 1947 when the U.S. experienced similar rampant inflation, and how the stock market responded.

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• Fri

  Portfolio Analysis, Fridays 2022 to 2026

  July 22, 2022

  Has this critical sector lost its magic, or is this an opportunity to buy in at a discount?

  Fri

  The rise of digitalization is one of the most important milestones in the last 20 years. Even at the most basic level, the way we spend time, order food or groceries, and watch our favorite series has totally changed.

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• Thu

  Uniform Accounting Analysis, Thursdays 2022 to 2026

  July 21, 2022

  Solid supply chains are a must, and Emerson Electric can be the solution

  Thu

  If the past two years have taught companies anything, it is the importance of a watertight supply chain. The COVID-19 pandemic showed that no one is immune to supply chain deficiencies.

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• Wed

  Credit Outlook, Wednesdays 2022 to 2026

  July 20, 2022

  While Nikola Tesla may have gone bankrupt, there is little chance his namesake will

  Wed

  Elon Musk has been unable to avoid the headlines for the last few years. Thanks to his online presence and willingness to express his opinion on pop culture, cryptocurrencies, and policy, he has been a magnet for news.

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• Tue

  Company Specific, Tuesdays 2022 to 2026

  July 19, 2022

  The market rush away from the home has left behind a few gems

  Tue

  The “At-Home Revolution” (AHR) has quickly turned into the “Revenge Vacation Rebellion” in the last 12 months, with 71% of Americans intending to travel in 2021. Pretty much companies that benefitted from the At-Home Revolution have now been left in the dust as folks look to spend time out of the home.

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• Mon

  Monday Macro

  July 18, 2022

  We are looking to post-war America to understand inflation in 2022

  Mon

  Last week, we talked about the 1945 recession and its similarities to today's economy. Back then, the U.S. navigated a recession without skipping a beat. This was thanks to strong employment demand and underlying nominal gross domestic product ("GDP") growth as we emerged from the war.

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