Altimetry

18/09/2026

One of the most important drivers of the investment cycle is surging right now: commercial and industrial lending.

Businesses are borrowing more — and that capital can fuel investment, expansion, and economic growth.

Here’s why this surge matters.

📹: https://www.youtube.com/watch?v=KkEQ--9Zuwo

18/09/2026

Sam Walton studied Price Club before launching Sam’s Club.

But founder Sol Price didn’t mind being copied. He actually encouraged it.

Here’s how that unusual philosophy helped reshape retail.

The wholesale business model is one of the most durable in all of retail...

18/09/2026

America is spending roughly $1 trillion on military technology this year.

But there’s a problem: It can’t build weapons fast enough.

Missile inventories are running low, and production can take years to catch up.

Here’s how America’s defense shortage could create a major opportunity for investors.

Decades of lost industrial capacity created today's munitions shortage, but investors could benefit from a rebuild at home...

16/09/2026

Kevin Warsh wants to shrink the Fed’s balance sheet.

But that doesn’t necessarily mean draining liquidity from the economy.

The idea is to shift more of the burden from the Fed’s balance sheet to the banking system, allowing banks to take a bigger role in fueling the economy. Here’s why that shift matters.

📹: https://www.youtube.com/watch?v=KkEQ--9Zuwo

16/09/2026

For decades, the world economy moved in one direction: toward more globalization.

Lower tariffs. Cheaper labor. More efficient supply chains.

Now, that system is rapidly unwinding. Here's what's replacing it...

As the trade war drags on, countries are working to become increasingly self-sufficient...

15/09/2026

Delivery companies wouldn’t enter Brazil’s favelas. So residents built their own.

Today, Favela Brasil Xpress handles roughly 1,600 deliveries a day.

It’s a powerful investing lesson: In underserved markets, solving a basic problem can unlock enormous opportunity.

If you're looking for oversized returns, focus your attention on international companies solving big problems...

14/09/2026

Not every inflation problem can be solved with interest rates.

The Fed can weaken consumer demand. But it can’t pump more oil, keep global shipping routes open, or resolve the conflict with Iran.

Watch the full episode of Altimetry Authority on YouTube.

📹: https://www.youtube.com/watch?v=KkEQ--9Zuwo

14/09/2026

The 10-year Treasury yield is climbing again, and investors are getting nervous.

Is the bond market revolting against Washington? Is inflation about to take off? Has the Fed lost control?

Maybe not.

Altimetry Authority explains the overlooked reason yields could be rising and why it may tell a very different story about the economy.

The 10-year Treasury yield is back on the rise, and the cause may surprise you...

13/09/2026

AI was supposed to threaten Google Search.

Instead, it may be making Google even more powerful.

Users are spending more time with Google’s AI search tools, while traffic to finance and retail websites has plunged nearly 40%.

Here’s how AI is strengthening Google’s grip on the Internet.

AI-driven searches are strengthening this company's grip on user attention...

12/09/2026

The current inflation number? Officially it's at 3% or higher.

But 2% might be more accurate.

Altimetry Authority explains why.

📹: https://www.youtube.com/watch?v=KkEQ--9Zuwo