Research

July 20, 2026 - Growing up in the 1990s was a formative experience. Back then, there were many novel forms of entertainment that came and went, and that the current generation seemingly no longer gets to enjoy. Specifically, playing arcade games was arguably one of the most fun…

July 10, 2026 – AlphaRank Factor Performance represents the daily historical performance of Accelerate’s proprietary model factor portfolios. (more…)

June 28, 2026 - Merger and acquisition activity is cyclical. In a booming economic environment, corporate confidence rises, capital availability increases, and valuation gaps between buyers and sellers narrow, leading to robust deal-making. Conversely, as recessionary conditions emerge and market volatility increases, boardroom confidence falls, financing becomes constrained,…

June 20, 2026 - The New York Knicks’ successful 2026 NBA championship campaign was notable for a couple of reasons. First, New York had not won the title since 1973, a 53-year wait. The team finally ended one of the league's most famous title droughts. Second, they went…

June 9, 2026 – AlphaRank Factor Performance represents the daily historical performance of Accelerate’s proprietary model factor portfolios. (more…)

June 1, 2026 - The great SPAC boom kicked off in the spring of 2020 as markets bounced back from the record-quick Covid bear market. Due to the pandemic-led global recession, governments and central banks around the world unleashed an unprecedented combination of fiscal and monetary policy…

May 30, 2026 - Marking an investment to market involves valuing the asset based on its current market price, rather than its historical cost or what the asset owner thinks  it "should" be worth. For example, if a fund bought a bond for $100 and comparable bonds…

May 25, 2026 - “The only function of economic forecasting is to make astrology look respectable,” quipped legendary economist John Kenneth Galbraith. Galbraith's line is a sharp jab aimed at the difficulty and false precision inherent to economic forecasts. He compares economic forecasting to astrology because both can appear…

May 16, 2026 – AlphaRank Factor Performance represents the daily historical performance of Accelerate’s proprietary model factor portfolios. (more…)

May 1, 2026 - The world of finance is littered with three letter acronyms. To add to the plethora of those regularly discussed in this memo (to be fair, it is about M&A and SPACs), CVR is one that should be in investors' lexicons. We previously…