Blog
Market analysis, index deep-dives, pick recaps, and investing education from the ACCE research desk.
S&P 500 200-Day Moving Average: Live Signal and 33-Year Test
33 years of SPY data: the 200-day moving average rule made 8.2% a year vs 10.8% for buy and hold, but cut the worst loss from -55% to -24%. Live chart.
Semiconductor Equipment Stocks 2026: LRCX, ASML, AMAT
LRCX trades near 18x forward earnings vs a 22x 10-year average after record $4.2B revenue. How LRCX, ASML, AMAT and KLAC screen as the memory-chip upcycle turns.
Commodity ETFs in 2026: DBC, GSG, PDBC Compared
DBC and GSG both score 99/100 while PDBC hits 97. Here's what's driving the commodity surge and how these three ETFs stack up in mid-2026.
Biotech Stocks 2026: XBI, ARKG, LABU and the Sector Surge
XBI is up 88.8% in a year, LABU has returned 396.1%, and ARKG 72.4%. Here's what's driving biotech's 2026 breakout and where the risks sit.
$BKT.MC Bankinter Reports Earnings: Revenue Up 9.4% YoY
Bankinter reported earnings on Oct 22, 2026 with revenue up 9.4% year over year. ACCE score is 64/100. We break down the data and what it shows.
$AMXB.MX Earnings: Revenue Up 3.1% as Value Score Hits 92
America Movil reported earnings on Oct 20, 2026 with revenue up 3.1% year over year. Our score is 68/100, led by a Value reading of 92.
$PGR Q3 Recap: EPS Rises to $4.60 From $4.05 a Year Ago
$PGR reported EPS of 4.60 vs 4.05 a year earlier, up 13.5%, with revenue up 7.3%. Here is what the numbers say about the stock at a 10.7 trailing P/E.
$JNJ Earnings: Revenue Up 6.6% as Quality Score Hits 96
$JNJ reported earnings on Oct 13, 2026 with revenue up 6.6% year over year. Here is how the stock scores on quality, value and momentum, and where the price sits.
$APLD Revenue Surges 406.6% YoY but Quality Flags Persist
Applied Digital reported 406.6% year-over-year revenue growth, but net margins of -39.9% and an ACCE score of 35/100 tell a more complicated story.
$RPM Posts 7.2% Revenue Growth, Scores 52 on ACCE
RPM International reported 7.2% year-over-year revenue growth in its most recent quarter. ACCE score sits at 52/100. Here's what the data shows.
Consumer Cyclical Stocks 2026: DECK, NKE, PVH, HGV Compared
DECK trades 44% below its 6-model fair value while NKE guides revenue down high single digits. How four consumer cyclical stocks compare in October 2026.
Do politicians beat the stock market? We tested 6,487 trades
House members' disclosed stock purchases returned +6.0% over 6 months. The S&P 500 returned +7.1% over the same windows. We tested 6,487 trades.
$CCL Reports Earnings: Revenue Up 5.3%, P/E at 10x
Carnival Corporation reported earnings on Sept 29, 2026. Revenue grew 5.3% year over year. ACCE score sits at 54/100 with a 6-model fair value of $26.44.
We Sold Our Best Stock Picks Too Early: The Full Record
Our first ten stock picks closed at +14.4% and would be +34.1% if held. Where selling cost us, where it helped, and what we changed.
$FIX ACCE Score Jumps 14 Points to 76 — What's Driving It
Comfort Systems USA's ACCE composite score rose from 62 to 76. Here's what the Growth, Quality, and Momentum subscores say about the move.
$AZO Reports Q1 2026 Earnings: Revenue Up 8.4% YoY
AutoZone reported earnings on Sept 22, 2026. Revenue grew 8.4% year over year. ACCE score sits at 46/100. Here's what the numbers show.