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…