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06/01/2026

US/Iran Tension Continues 🏛️

The Headline: Headline Stability Masks Underlying Weakness Markets opened June on a choppy, mixed note as a record-setting May gives way to renewed geopolitical friction. While major indices appear stable at midday, narrow leadership is masking widespread weakness across the tape, with fewer than 39% of U.S. equities trading in positive territory.

Oil Surges as U.S.-Iran Talks Stall
Geopolitics returned to the forefront, driving WTI Crude up 5% to ~$92/barrel (Brent near $95). Sentiment reversed following reports that Iran plans to halt message exchanges with the U.S., casting significant doubt on a ceasefire renewal and injecting a fresh risk premium back into energy markets.

Nvidia Unveils New Chips at Computex
Mega-cap tech remains the primary counterweight to broader market selling:
* Nvidia (NVDA): Rose ~2% after CEO Jensen Huang unveiled a new PC processor at Computex in Taipei, framing it as a shift as significant as the smartphone era.
* Hardware Rebound: Dell (+1.7%) and HP (+4.0%) followed higher, while Intel fell more than 6%.



This video is for educational purposes only and not investment advice.

05/28/2026

Tech & Healthcare Lead Despite 3-Year Inflation High 🏛️📈

The Headline: Defensive & Growth Sectors Propel Markets
Equities moved higher today, led by strong performance in Large-Cap Tech and Healthcare. Investors largely shrugged off a hotter-than-expected inflation print, choosing instead to focus on robust corporate fundamentals and corporate earnings resilience.

The PCE Spike: Driven by Energy 📊⚠️
The Personal Consumption Expenditures (PCE) price index—the Federal Reserve's preferred inflation gauge—reached its highest level in three years:
* Headline PCE: Rose to 3.8% year-over-year, up from 3.5% previously.
* The Culprit: The surge was heavily concentrated in the energy sector, reflecting the recent shipping disruptions in the Middle East.
* Core PCE (Excluding Food/Energy): Remained anchored at 3.3%, matching analyst consensus estimates.



This video is for educational purposes only and not investment advice.

05/07/2026

The real reason advisors recommend mutual funds...

I had the opportunity to chat with Joel Erway, a Wall Street Journal best selling author, to discuss all things financial planning. We spoke about the recent industry trends to low cost ETFs and how high cost commission-based products are a thing of the past.

Check out the full episode: https://open.spotify.com/episode/5HrDpbl4Xx5Bo7KUjxK9nw?si=89a328bb918f4a92

This post is for educational purposes only and does not constitute investment advice.

05/06/2026

Stocks Continue Rally 📈

The Headline: AMD’s Data Center Dominance
Semiconductors are carrying the market today following a blowout earnings report from AMD. The company reported $10.3B in revenue—a 38% jump—driven by a massive 57% surge in its Data Center segment. With Q2 revenue guidance set at $11.2B, Lisa Su has confirmed that demand for AI chips (Instinct GPUs and EPYC CPUs) is "sky-high," sending AMD shares up significantly and dragging the rest of the semi-sector higher.

Bitcoin Reclaims $80k
Crypto is participating in the broad "risk-on" move as Bitcoin (BTC) surged past the $81,000 mark today, hitting its highest level since January. The rally is being fueled by a powerful combination:
* Institutional Demand: A seven-day streak of spot ETF inflows.
* Short Squeeze: Aggressive liquidation of bearish positions as BTC reclaimed key psychological resistance levels.

The "Peace Dividend" for Energy
After weeks of tension, Energy prices are plummeting. Crude oil is retreating toward the $90 range as diplomatic engagement intensifies.
* Hormuz Hope: Markets are reacting to "Project Freedom" and ongoing talks between the U.S. and Iran. While a full "snap back" isn't expected overnight, the shift from active conflict toward maritime "guidance" is deflating the war-risk premium.
* Supply Chain Resilience: Shipping firms are cautiously optimistic about a phased reopening of the Strait, though logistical backlogs remain.

Today’s Scorecard:
* Winners: AMD (+10%+), Semiconductors, and Bitcoin.
* Losers: Energy and Defense (giving back "war gains").
* Indices: Tech-heavy Nasdaq is outperforming as AI remains the primary growth engine.



This video is for educational purposes only and not investment advice.

04/30/2026

Mag 7 Earnings Shock💻🏦

The Headline: Mixed Results for Big Tech
It’s been a wild 24 hours as the market digests "Super Wednesday" results. While every major tech player beat top-line expectations, the market is punishing those seen as spending too much on the AI "arms race" without immediate profit clarity.

CAPEX
* Microsoft (MSFT), Meta (META), & Amazon (AMZN): All three stocks are trading lower today. The common culprit? Exploding Capital Expenditure (CAPEX). Investors are spooked by the multi-billion dollar price tags for new AI data centers, fearing these massive investments will squeeze margins before the revenue fully materializes.
* Alphabet (GOOGL): The standout winner, jumping +7%. Google bucked the trend by showing that its AI investments are already paying off, posting a 22% surge in revenue ($110B) and a massive 63% growth in Google Cloud.

Eli Lilly’s Breakthrough (LLY)
Eli Lilly is soaring today after a "double win":
1. Strong Guidance: Raised full-year revenue outlook to $82B–$85B.
2. FDA Milestone: Received FDA approval for its oral GLP-1 pill for chronic weight management. This "weight-loss pill" is a game-changer for accessibility compared to the current injectable versions (Zepbound/Mounjaro).

Apple (AAPL) on Deck
All eyes shift to Apple after the bell today.
* The Stakes: Analysts are looking for $109B in revenue.
* Key Metrics: Watch for iPhone 17 demand, the impact of the Google Gemini integration, and any updates on the "MacBook Neo" launch.



This video is for educational purposes only and not investment advice.

04/29/2026

Fed Decision 🏦⚖️

The Headline: Powell Stays Steady in Final Act
In his final meeting as Fed Chair, Jerome Powell kept interest rates unchanged at 3.50%–3.75%. While the decision was expected, the meeting was marked by high internal dissent (the most since 1992) as the committee grapples with the 2026 "oil shock." Powell confirmed he will step down as Chair on May 15 but remain a governor, handing the reins to Kevin Warsh in a high-stakes transition.

The "Earnings Super-Wednesday"
The market is bracing for a historic night as four of the world's largest companies report simultaneously after the bell.
* Big Tech Lineup: Alphabet (GOOGL), Microsoft (MSFT), Amazon (AMZN), and Meta (META) are all reporting tonight.
* High Stakes: Options markets are pricing in massive ±6.3% moves for MSFT, AMZN, and Meta.
* Apple (AAPL): Reports tomorrow, following tonight's wave.

Oil & Yields Surge
The "peace dividend" continues to erode as supply logistics remain snarled.
* Oil Shock: Crude oil jumped 7% today, crossing back over $107/barrel as traffic in the Strait of Hormuz remains halted despite diplomatic efforts.
* Bond Market: The 30-year Treasury yield is teetering on the edge of the psychological 5% mark (currently ~4.98%), driven by "higher-for-longer" expectations and energy-driven inflation.



This video is for educational purposes only and not investment advice.

04/27/2026

Peace Talks Stall 🛢️

The Headline: Diplomacy Hits a Wall
Hopes for a quick resolution to the Middle East conflict faded over the weekend. President Trump scrapped a planned visit by U.S. envoys to Pakistan after earlier Iranian proposals were deemed "insufficient." While Iran has offered a new "two-stage" plan—prioritizing the Strait of Hormuz reopening while deferring nuclear talks—the stalemate has sent Crude Oil shooting up 2% to $107/barrel this morning.

Earnings Week
After Friday’s semiconductor-led record highs (S&P 500 >7,100), the market is treading cautiously ahead of a massive earnings wave. Nearly one-third of the S&P 500 reports this week:
* Tuesday: Alphabet (GOOGL), Visa (V), Starbucks (SBUX), Spotify (SPOT)
* Wednesday: Meta (META), Microsoft (MSFT), Amazon (AMZN), Qualcomm (QCOM)
* Thursday: Apple (AAPL), Eli Lilly (LLY), Mastercard (MA), Merck (MRK)
* Friday: Berkshire Hathaway (BRK.B), ExxonMobil (XOM), Chevron (CVX)

Fed Meeting: All Eyes on Guidance
The FOMC meeting begins tomorrow, with the interest rate decision and Chair Powell’s press conference on Wednesday. While no rate change is expected (currently 3.50%–3.75%), the market is laser-focused on forward guidance. With year-ahead inflation expectations jumping to 4.7% due to the $100+ oil shock, any hawkish tilt from the Fed could put the recent record-breaking rally at risk.



This video is for educational purposes only and not investment advice.

04/24/2026

Semiconductor Surge: Intel & AMD Lead the Charge 💻

The Headline: A Massive Day for Chips
Tech is single-handedly carrying the market today following a blowout earnings report from Intel (INTC). Intel shares exploded 23%, their best single-day performance in years, after crushing revenue estimates and signaling a major turnaround in its foundry and AI-PC business. The "halo effect" swept across the sector, with AMD surging 14% in sympathy as investors bet on a broad-based recovery in semiconductor demand.

Calm Before the "Mega-Cap" Storm
While the indices are green today, the market is bracing for what is arguably the most important week of 2026. Next week, the "heavy hitters" report earnings, which will determine if the S&P 500 can sustain its levels above 7,000:

* The Big Five: Meta, Google (Alphabet), Amazon, Apple, and Qualcomm.
* Healthcare Giant: Eli Lilly (LLY) reports, with all eyes on GLP-1 production capacity.
* The Fed: To top it all off, we have a Federal Reserve meeting. Markets will be listening closely for any shifts in the "higher-for-longer" narrative in light of recent energy volatility.

Market Sentiment: Risk-On (For Now)
The massive move in Intel has reignited the AI growth story, momentarily overshadowing concerns about the $90+ oil price and the ongoing shipping friction in the Middle East.

This video is for educational purposes only and not investment advice.

04/21/2026

Tim Cook Stepping Down 🚨

Tim Cook to Step Down as Apple CEO
In a historic announcement, Apple confirmed that Tim Cook will transition to Executive Chairman this September, naming John Ternus (currently SVP of Hardware Engineering) as his successor. While a major leadership shift, the market is viewing this as a "steady hand" transition given Ternus’s long tenure and Cook’s continued involvement on the board.

UnitedHealth (UNH) Crushes Expectations
Healthcare led the Dow today after UnitedHealth Group posted blowout Q1 results.
* The Beat: Adjusted EPS of $7.23 significantly topped the $6.57 analyst consensus.
* The Outlook: UNH raised its full-year 2026 earnings guidance, shrugging off recent concerns about Medicare Advantage rates and medical cost trends.

Warsh Stresses Fed Independence
At his Senate confirmation hearing today, Fed Chair nominee Kevin Warsh doubled down on central bank autonomy. Despite recent political pressure, Warsh stated that "monetary policy independence is essential" to maintaining price stability, especially as the energy-driven inflation of early 2026 continues to ripple through the economy.

Oil & The Hormuz Backlog
Crude oil climbed back to $92/barrel today. Although the Strait of Hormuz is technically open, the market is pricing in "logistical friction." A massive backlog of tankers and continued U.S. naval "inspection protocols" on Iranian-linked vessels are preventing supply from reaching pre-conflict levels as quickly as hoped.



This video is for educational purposes only and not investment advice.

04/20/2026

Hormuz Traffic Halt Pauses Rally 🛢️📉

The Headline: Oil Rebounds on Fresh Friction
The "peace rally" hit a speed bump today as equities dipped marginally in response to renewed tension in the Middle East. Crude oil prices rebounded after reports surfaced that traffic in the Strait of Hormuz has been halted once again. While the strait technically "opened" last week, local shipping bottlenecks and heightened security inspections are creating a massive logistical backlog, reigniting supply fears.

Market Mood: Wait-and-See
Investors are shifting back into a defensive posture as they digest the shifting geopolitical headlines.
* Large Caps: Trading slightly in the red as the energy-driven inflation narrative refuses to disappear.
* Small Caps: Giving back some of Friday’s gains as the relief from lower yields takes a breather.

The Catalyst Tomorrow: UnitedHealth Group (UNH)
All eyes turn to UnitedHealth Group tomorrow morning. As a Dow heavyweight and a bellwether for the healthcare sector, their Q1 earnings will be a critical test for:
1. Medical Loss Ratios (MLR): Are rising healthcare costs eating into insurance margins?
2. Medicare Advantage: Investors are looking for clarity on government reimbursement rates for the coming year.



This video is for educational purposes only and not investment advice.

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