by Aptus PM Team | Dec 2, 2022 | Blog, Charts
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: JL: This year stands alone in modern history, for its combination of stock / bond weakness Data as...
by Aptus PM Team | Nov 25, 2022 | Blog, Charts
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: As is usually the case, this equity rally has attracted inflows Source: Strategas as of...
by Aptus PM Team | Nov 18, 2022 | Blog, Charts
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: JL: Year-over-year food costs are set to deflate for the first time since pre-COVID Source: Bianco...
by Aptus PM Team | Nov 11, 2022 | Blog, Charts
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: JL: stock prices have generally tracked earnings revisions this year, with a clear bias towards...
by Aptus PM Team | Nov 8, 2022 | Rebalance Rationales
“What a year it has been” is an understatement for the performance of both risk and conservative assets so far in 2022. In 301 years, we are looking at the 4th worst return ever for government bonds through September. Source: BAML. As of 09/30/22 It has...
