by Aptus PM Team | Oct 13, 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: Beckham: Earnings estimates show a turn, with the cuts now in the rearview mirror Data as of...
by Aptus PM Team | Oct 12, 2023 | Rebalance Rationales
Aptus Compounder Update The Aptus Compounder Stock Sleeve is designed to give equity exposure to a group of individual stocks that we think offer attractive prospects through a combination of yield, growth, quality, and reasonable valuations relative to large...
by Aptus PM Team | Oct 6, 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: John Luke: The first reaction to the jobs report was to sell, but continued slowing of wage growth became...
by Aptus PM Team | Sep 29, 2023 | Appearances, Market Updates
Globally, YTD equity performance has been dramatically US-biased, but mostly in the first 5 months. Here recently all eyes have been on rates. The 10-year fell to its year-to-date low on April 6th at 3.28%. At quarter end, its value rested at roughly 4.61%. In less...
by Aptus PM Team | Sep 29, 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: The story of the past year has been real rates exploding from negative territory into positive...
