The Market in Pictures, November 14

Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from earnings vs. the economy, inflation expectations, economic contributors and detractors, and the challenges of owning quality stocks...

The Market in Pictures, November 7

Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from an amazing run for low quality/high beta stocks, to the government shutdown, to earnings and inflation, and more on AI spending....
Aptus 3 Pointers, October 2025

Aptus 3 Pointers, October 2025

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:   October Performance Fiscal Stimulus FOMC...

The Market in Pictures, October 31

Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from an amazing run in stocks to those left behind, to the FOMC and inflation, and housing. Happy Halloween!   Brian: Maybe it’s...

FOMC Hedges a Bit

As expected, the Fed lowered the federal funds target rate 25bps on Wednesday to a range of 3.75% to 4.00%, the second consecutive rate reduction this year and now marking a total of 50bps in cuts so far in 2025 and 150bps since September of last year.   Source:...