Latest Insights on ACB

August 21, 2019 Great Stuff
Mr. Powell’s Wild Ride I’m exhausted. Are you exhausted? August has already seen the S&P 500 Index make eight moves of 1% or more. Eight! And the day’s not even over yet, let alone the month. Today, the Federal Reserve will release the minutes from its July 30–31 policy meeting. Wall Street will be scouring […]
August 8, 2019 Great Stuff
AMD Epyc Part 2: Electric Boogaloo Rome wasn’t built in a day … I bet you’re tired of hearing that one. Advanced Micro Devices Inc. (Nasdaq: AMD) just dealt another blow to Intel Corp. (Nasdaq: INTC), and investors are Caesaring the day. (You can pay me back for that bad pun at the Total Wealth […]
August 6, 2019 Great Stuff
It’s Time to Buy the Dip Did you panic yesterday? I hope you didn’t panic. You’ll miss out on the rebound if you did. What rebound? Can’t you see all the green in the market today? Let’s look at some numbers, shall we? (Why are there so many questions today? Are we being tested?) Yesterday, […]
August 2, 2019 Great Stuff
Friday Four Play: Pot, Pins, Jobs and Tariffs There are two words that can put the fear of God in any investor these days. Just two simple words: “Trump tweeted.” Those two words turned yesterday’s Fed recovery rally into a panic-stricken retreat. I’m not exaggerating here, either. Remember way back on Monday when the Great […]When Rates Rise, It’s Time to Bounce on Banks
June 11, 2019 Great Stuff
In the day, we sweat it out on Wall Street, in a runaway bull-market dream. At night, President Trump tweets about mansions of glory and interest-rate-cutting machines. In his latest series of tweets, Trump is stepping out over the line. “The Fed interest rate is way too high, added to ridiculous quantitative tightening. They don’t […]