# acce (audio feeds) — RSS Amplifier Recent posts from the 1 feeds in the RSS Amplifier directory that cover acce. Page: Feed: --- ## [The Fed Just Blinked. The Market Didn’t.](https://acceinvestments.substack.com/p/the-fed-just-blinked-the-market-didnt) _2026-07-31 · ACCE Investments · ACCE Investments_ Three Fed presidents voted for a rate hike on July 29, the first three-way hawkish dissent since September 2016. ## [Quality Is the Factor. Momentum Is the Problem.](https://acceinvestments.substack.com/p/quality-is-the-factor-momentum-is) _2026-07-27 · ACCE Investments · ACCE Investments_ The factor working hardest in this market right now is quality, and the surprise is that it is not translating into positive returns. ## [Semiconductors Erased $3 Trillion. Here’s What the Bounce Tells You.](https://acceinvestments.substack.com/p/semiconductors-erased-3-trillion) _2026-07-22 · ACCE Investments · ACCE Investments_ The VanEck Semiconductor ETF gained more than 4% on July 21, one session after the sector had shed more than $3 trillion in market value since late June. ## [ACCE Weekly Recap: July 14-18, 2026](https://acceinvestments.substack.com/p/acce-weekly-recap-july-14-18-2026) _2026-07-20 · ACCE Investments · ACCE Investments_ Quality Compounders gained 1.59% last week while AI Infrastructure lost 2.33% and semiconductors entered bear-market territory. ## [When the Market Punishes Good News: Understanding Guidance-Driven Repricing](https://acceinvestments.substack.com/p/when-the-market-punishes-good-news) _2026-07-17 · ACCE Investments · ACCE Investments_ Netflix beat earnings estimates on Wednesday. ## [The Semiconductor Supply Chain Is Repricing in Real Time](https://acceinvestments.substack.com/p/the-semiconductor-supply-chain-is) _2026-07-16 · ACCE Investments · ACCE Investments_ TSMC’s June monthly revenue surged 68% year-over-year, the fastest monthly growth of 2026. ## [The Most Consequential Eight Hours in Macro This Year](https://acceinvestments.substack.com/p/the-most-consequential-eight-hours) _2026-07-14 · ACCE Investments · ACCE Investments_ The 2-year Treasury yield hit 4.25% on Monday, its highest level since February 2025, per Bloomberg. ## [Value Is Working. The Catch Is That It's Working in the Worst Places.](https://acceinvestments.substack.com/p/value-is-working-the-catch-is-that) _2026-07-09 · ACCE Investments · ACCE Investments_ The factor that has been most reliably rewarded over the past several weeks is value, and the sectors where value scores are highest right now are energy and basic materials. ## [Healthcare Is the Quiet Winner of 2026. The Market Hasn't Noticed Yet.](https://acceinvestments.substack.com/p/healthcare-is-the-quiet-winner-of) _2026-07-07 · ACCE Investments · ACCE Investments_ The ACCE Biotech Catalysts index gained 3.72% last week while the AI Infrastructure index slipped 0.61%. ## [The Forced Buyer Problem: What SpaceX's Nasdaq-100 Entry Reveals About Passive Investing's Hidden Costs](https://acceinvestments.substack.com/p/the-forced-buyer-problem-what-spacexs) _2026-07-06 · ACCE Investments · ACCE Investments_ Fifteen trading days after its IPO, SpaceX joins the Nasdaq-100 tonight, triggering an estimated $4.3 billion in forced passive buying. ## [Watch chovy live code (Sponsored)](https://crawlproof.com/a/A0sRp9KCKec1) _2026-07-06 · **Sponsored**_ Join Mosh Coding streams with collaborative screen sharing and remote control, open source. ## [Sector Rotation Is Not a Vibe. It's a Mechanism.](https://acceinvestments.substack.com/p/sector-rotation-is-not-a-vibe-its) _2026-07-03 · ACCE Investments · ACCE Investments_ The Dow hit a record 52,900.07 on Thursday while the Nasdaq dropped 0.8% the same session, per CNBC. ## [The Jobs Number That Could Break the Rate Narrative](https://acceinvestments.substack.com/p/the-jobs-number-that-could-break) _2026-07-02 · ACCE Investments · ACCE Investments_ The Dow briefly touched an intraday record of 52,742.66 on July 1 before retreating to close near flat, per CNBC. ## [Quality Is Winning the Week. The Surprise Is That It’s Losing the Year.](https://acceinvestments.substack.com/p/quality-is-winning-the-week-the-surprise) _2026-07-01 · ACCE Investments · ACCE Investments_ The factor that should be working in a high-rate, high-inflation environment is quality. ## [Semiconductors Just Had Their Best Day in Months. The Question Is Whether It Sticks.](https://acceinvestments.substack.com/p/semiconductors-just-had-their-best) _2026-06-30 · ACCE Investments · ACCE Investments_ The VanEck Semiconductor ETF gained more than 3% on Sunday, per CNBC, with Astera Labs up roughly 16%, KLA up roughly 12%, and Applied Materials up roughly 11%. ## [ACCE Weekly Recap: June 23-27, 2026](https://acceinvestments.substack.com/p/acce-weekly-recap-june-23-27-2026) _2026-06-29 · ACCE Investments · ACCE Investments_ Clean Energy fell 7.34% last week while Defense & Aerospace gained 2.55%. ## [The Inflation Regime Has Changed. Most Equity Portfolios Haven’t.](https://acceinvestments.substack.com/p/the-inflation-regime-has-changed) _2026-06-28 · ACCE Investments · ACCE Investments_ May PCE came in at 4.1% annually, a three-year high, per CNBC. ## [When the Story Changes: How to Recognize a Broken Thesis Before It Breaks Your Portfolio](https://acceinvestments.substack.com/p/when-the-story-changes-how-to-recognize) _2026-06-27 · ACCE Investments · ACCE Investments_ The hardest sell in investing is not a losing position. ## [The Rotation Has a Name Now](https://acceinvestments.substack.com/p/the-rotation-has-a-name-now) _2026-06-26 · ACCE Investments · ACCE Investments_ The Nasdaq is on pace for a 4.4% weekly decline heading into Friday’s close, per CNBC, its worst week since February. ## [Momentum Is Lying to You Right Now](https://acceinvestments.substack.com/p/momentum-is-lying-to-you-right-now) _2026-06-25 · ACCE Investments · ACCE Investments_ The factor that has worked best over the past 12 months is momentum, and the stocks with the highest momentum scores are among the least defensible businesses on the planet. ## [CLI-first decentralized GPU compute (Sponsored)](https://crawlproof.com/a/CsV1XTNy130R) _2026-06-25 · **Sponsored**_ Pay workers or run your GPU for FFmpeg transcode and AI inference. ## [Semiconductors Are Getting Repriced. Healthcare Is Getting Rewarded.](https://acceinvestments.substack.com/p/semiconductors-are-getting-repriced) _2026-06-24 · ACCE Investments · ACCE Investments_ The Nasdaq shed 2.21% on Tuesday, per CNBC, and the names doing the most damage were chip and AI infrastructure stocks.