Latest Insights on ACI

The advent of industrial 5G is going to lead to an arms race. And any arms race creates opportunities to profit. Industrial 5G Arms Race: Grab This ETF Now The advent of “Manufacturing 4.0” is going to lead to an arms race. And any arms race creates opportunities to profit.
Huge companies such as Apple or Microsoft have seen their share prices rise to new all-time highs in recent months. The Next Apple Stock: These 3 Company Traits Create Superstar Investments In an economy facing uncertainty over trade, investors want something other than promises in the stocks they buy.
There’s a cold front blowing in from the East. China turns cold on Trump’s tariff comments. Trade Winds Blow Cold; Karuna Matata; Boeing Under Pressure
by Joseph Hargett November 18, 2019 Great Stuff
Chinese Sweater Weather Welcome to Monday! It’s a cold Monday too … and I’m not just talking about the weather. The U.S.-China trade war front has grown cold as well. Last week’s enthusiasm over a “phase one” trade deal all but died after President Trump signaled that he didn’t approve tariff rollbacks as part of […]
Electric Vehicles Nickel Prices or Electric Vehicle Supply — Either Both Grow or Neither Will The electric vehicle (EV) revolution is increasing demand for this battery metal — the forecast for 2025 shows a 400% increase. But there’s not enough supply to meet the demand. Matt Badiali talks about what needs to change to keep the future of EVs going. (3-minute read)
I don’t want to be the bad guy, but rising gas prices and promises of trade war progress do not a bull market make. Aurora Gets Stoned, Trade War Optimism Is Smokin’
by Joseph Hargett November 15, 2019 Great Stuff
Friday Four Play: The “Fighting for Optimism” Edition How bad does Wall Street want a U.S.-China trade deal? So bad that the markets are rallying (once again) on reports that a trade deal is close. Last night, White House economic advisor Lawrence Kudlow said that the two sides were making “very good progress” on a […]

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