FA Alpha Weekly Digest 08 01 2022

Wall Street’s stock picks can’t be trusted and the advertising bias of the mainstream financial media makes their news only sensationalist-driven. In this week's digest, you'll learn?which metrics you should look at when choosing an investment.?

We bring you the FA Alpha Weekly Digest, a roundup of FA Alpha’s unique and unparalleled equity, credit, and macroeconomic insights over the past week.

In today’s digest, we featured the 1947 Inflation, ZIM Integrated Shipping Services Ltd. (ZIM), Lantheus Holdings, Inc. (LNTH), Schlumberger Limited (SLB), and U.S Global Jets ETF (JETS).

An Economics Lesson from 1947 and 1948, part 1

Back in mid-1946, when the U.S. experienced rampant inflation, the Fed only hiked interest rates after a year when it recognized inflation wasn’t “transitory.” Find out how the Fed is implementing the same strategy in tackling inflation in the current market.

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

Companies that offer shipping solutions, such as ZIM Integrated Shipping Services (ZIM), capitalize on the needs of both crippled and booming supply chains. Examine how the company’s true returns and valuations make it a compelling name.

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

The booming demand for nuclear technology in the healthcare industry places Lantheus Holdings (LNTH) in a strategic position. Despite this, credit rating agencies are saying that there is a 25% chance that the company will go bankrupt. Investigate the company’s real creditworthiness through the Credit Cash Flow Prime.

A Cyclical Energy name is about to reap big rewards

Disruptions in the oil and gas markets have taken energy into the center stage as the commodity is affected by various macroeconomic issues. Dig into how the market is overlooking the potential of Schlumberger Limited (SLB), one of the biggest oil & gas equipment and services companies in the world.

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

Although the demand for flights has been surging, airlines are in a mess as they struggle with staffing issues, poor organization, and convoluted scheduling processes that have resulted in disappointing delays and cancellations. Check into the biggest airline ETF, U.S Global Jets ETF (JETS), and find out how the airline industry has been performing.

We hope you find this week’s FA Alpha Daily articles insightful.

See you next Monday as we continue talking about the 1947 inflation and another set of interesting names.

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