Research

September 6, 2025 - "It was the best of times, it was the worst of times," goes the famous opening line of Charles Dickens' classic 1859 novel, A Tale of Two Cities. The tale unfolds in London and Paris during the late 18th century, contrasting the relative stability…

September 6, 2025 – AlphaRank Factor Performance represents the daily historical performance of Accelerate’s proprietary model factor portfolios. (more…)

August 31, 2025 - A National Football League dynasty is defined as a team that achieves consistent and sustained success, marked by winning multiple Super Bowl championships, while having a significant impact on the league over time. When denoting a dynastic NFL team, the term legendary comes to…

August 24, 2025 - Markets were elated after the Federal Reserve Chair Jerome Powell delivered his annual address at the Kansas City Fed's economic symposium in Jackson Hole, Wyoming, on Friday. As he spoke, risk assets surged, with stocks, bonds, and gold rallying, while the U.S. dollar declined. The…

August 13, 2025 – AlphaRank Factor Performance represents the daily historical performance of Accelerate’s proprietary model factor portfolios. (more…)

July 27, 2025 - Markets have always been unpredictable in the short term. Ever since President Trump's inauguration, uncertainty surrounding market direction, the regulatory environment, and economic policy, has been amplified. Immediately after the U.S. election, investors initially anticipated higher economic growth and elevated inflation, along with a…

July 21, 2025 - In the 1960s, the United States government was spending heavily on international and domestic policy, funding the Vietnam War while simultaneously expanding domestic spending through President Lyndon B. Johnson's "Great Society" programs such as Medicare, Medicaid, civil rights initiatives, and anti-poverty measures. By the mid-1960s, the…

July 10, 2025 – AlphaRank Factor Performance represents the daily historical performance of Accelerate’s proprietary model factor portfolios. (more…)

June 30, 2025 - The fundamental principle of a business is to generate an economic return from productive assets. Typically, a business identifies a need in the market, creates a product or service to meet that need, and delivers it to customers while capturing value in…

June 22, 2025 - Writing about markets is not only therapeutic, but it is intellectually clarifying. Putting the proverbial pen to paper allows one to reframe events, explore various scenarios, and to make sense of the complex dynamics inherent in world markets. These investment memos typically get…