by Aptus PM Team | Dec 1, 2023 | 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: Beckham: We just completed a 2 year period where both the NASDAQ 100 and S&P 500 Equal Weight were...
by Aptus PM Team | Nov 24, 2023 | 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: Advisors know this has been a challenging year for the typical stock relative to the S&P 500...
by Aptus PM Team | Nov 17, 2023 | Blog, Charts
Dave: Tuesday’s reaction to the tame CPI report was the ripper of the year Source: Strategas as of 11.14.2023 John Luke: as markets have more confidence that the Fed will move rates lower in the first half of 2024 Source: CME Fed Watch Tool as of...
by Aptus PM Team | Nov 10, 2023 | 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: Brad: Q3 earnings results ran ahead of estimates by a wide margin Source: Strategas as of...
by Aptus PM Team | Nov 7, 2023 | Market Updates
In our recent piece Enhancing Your (Portfolio) Engine, we walked through our logic: Own more stocks, in a risk-neutral way Embrace beta to capture the ups Use volatility to mitigate the downs We think the math behind that combo is a great recipe for successful client...
