Tag: Macro

  • Making lemonade out of macro lemons

    Investors will have to learn once more how to outrun cash yielding around 5 percent. Wei Li  The investing landscape has fundamentally changed. Some investors may be waiting, or hoping, for a return of the sustained bull markets in both equities and bonds that we enjoyed for the 40 years before the pandemic. But I think…

  • ACV Auctions: Macro Tailwinds Ahead To Continue Driving Growth

    Bilanol Investment action I recommended a buy rating for ACV Auctions (NASDAQ:ACVA) when I wrote about it the last time, as I expected ACV to grow alongside the growing online adoption in the automotive industry. Based on my current outlook and analysis of ACV, I recommend a buy rating. I continue to believe ACV will…