The Market in Pictures, December 13

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and the way they fit the unfolding puzzle of evidence:   Dave: Government inflation measures are trying to settle into the 2-3% range   Source: Raymond James as...

The Market in Pictures, December 6

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and the way they fit the unfolding puzzle of evidence:   Dave: 2022 seems like a generation ago, historic in a different way   Source: Strategas as of 11.30.2024...
Aptus 3 Pointers, November 2024

Aptus 3 Pointers, November 2024

Given the popularity of our weekly Market in Pictures, we started the habit of picking out a few and going into more detail with our PMs. In this edition, John Luke and Dave spend a few minutes on each of the following:   The Debate of 2025 Earnings Momentum and...

Rearview to Windshield, December 2024

Market Recap – November 2024: The market boasted its best month of the year, as market bulls believe that President-elect Donald Trump is the nominal GDP growth candidate. In a way, the market took the exact playbook from Trump 1.0 in November 2016 and transcribed it...