by Aptus PM Team | May 5, 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: John Luke: Demand for labor continues to surpass economist expectations Data as of 05.05.2023 ...
by Aptus PM Team | May 3, 2023 | Equity Case Studies, Equity Research, Research Reports
Adobe, Inc. (ADBE) Case Study Alphabet, Inc (GOOGL) Case Study American Tower Corp (AMT) Case Study Broadridge Financial Solutions, Inc. (BR) Case Study Broadcom Inc. (AVGO) Case Study Chemed Corp (CHE) Case Study Copart, Inc. (CPRT) Case Study Dollar General (DG)...
by Aptus PM Team | Apr 28, 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: Brad: The recession playbook has mostly filled in and markets seem to be adjusting Source:...
by Aptus PM Team | Apr 25, 2023 | Rebalance Rationales
The first quarter of 2023 started out with a bang. Q1 experienced what felt like three distinct market cycles condensed into three months. January experienced a perceived “Soft Landing” where inflation was seen as falling quickly while the economic data was on the...
by Aptus PM Team | Apr 21, 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: John Luke: Looks like markets have restored expectations of 25 bps hike after wavering last month ...
