The Market in Pictures, February 23

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:   John Luke: Rate expectations have changed dramatically in a few short weeks   Data as of 02.23.2024...

The Market in Pictures, February 16

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: The typical pattern for earnings estimates is to start high and fade throughout the year  ...

The Market in Pictures, February 9

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:   John Luke: Market expectations for 2024 interest rate cuts are slowly moving back towards FOMC guidance...
February 2024 Rebalance Rationale

February 2024 Rebalance Rationale

  Investors should have one goal – to compound capital. A sufficient compounded return is at the heart of all things related to financial goals. The main objective of our investment team is delivering sufficient compound returns for our clients while maintaining...
Aptus 3 Pointers, February 2024

Aptus 3 Pointers, February 2024

Given the popularity of our weekly Market in Pictures, we thought it made sense to pick out a few and go into more detail with our PMs. In this edition, Dave and John Luke will spend a few minutes on each of the following: Earnings Update Projected Rate Cuts Market...