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 The "WHAT'S UP?" Newsletter

The Friday Newsletter, Specials, Saturday Night Rants and Monthly Book Summaries
Alchanati Campbell & Associates

Shift in Asset Allocation and Business Mentality

7/25/2020

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Dear Reader,

Problems are created to challenge the spirit in inducing itself to find a solution. But a solution may be temporary and not a one-time-fix. As we see today, there are ever-growing problems, solutions imposed, but results have not been substantial and more “V”, “W”, or “Swoosh” like. The problems we are facing today are numerous: the value of our dollar depreciating, interest rates at zero or below zero, a virus spreading with no end at sight, investments yielding no return, a global political catastrophe, government, personal, and corporate debt defaulting and increasing, and business models being tested to their limits and failing. Even when all research and analysis is telling you that their is a fault in the system and you shouldn’t be buying the market, people will. The Central Bank is buying treasuries from institutional investors to add more liquidity to the market, institutional investors have more cash available, and they will be forced to buy the market. They’d rather go down with the herd than go down by themselves. Last resort? The Feds run out of bullets or the stock market is nationalized. 


This week, the NASDAQ fell due to institutional portfolio re-allocation as well as risk-off selling. The new tension between the US and China is real, and COVID-19 is not slowing down. Precious metals are finally proving to be the haven and our currency is showing signs of weakness in accordance to the overall weakness of our nation. 


We are analyzing the entire market to see businesses that will not work in the new regime. Restaurants will have to innovate, schools will have to restructure, and consumer spending will be impacted by inflation, higher savings rates, and bumps in unemployment stimulus benefits. 


Which businesses will survive? Which businesses will become more valuable? Which currencies and assets will be worth more?


Keep Climbing,


The ACA Foundation ​
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     WHAT'S UP FRIDAY? is a weekly newsletter that will give you a summary of "What's up?" on Wall Street, in the US and around the World written by The Alchanati Campbell and Associates Team. What makes us unique is we focus on long-term knowledge; knowledge that will still be useful to you 10 years from now. 

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