The Market in Pictures, May 15

Our team looks at a lot of research throughout the day. Here are a handful of charts we think are good summations of investor activity, from rate expectations to inflation, jobs to earnings, and of course, the unprecedented artificial intelligence spend. Have a great...

The Market in Pictures, May 8

Our team parses a vast amount of research daily to identify the signals that truly matter. This week’s selection highlights a stellar start to the earnings season, the deepening impact of the AI investment cycle, and the ongoing debate between Fed policy and market...
Aptus 3 Pointers, April 2026

Aptus 3 Pointers, April 2026

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, Dave and John Luke spend a few minutes on each of the following:   Inflation Earnings Rates Energy/Oil Hope...

The Market in Pictures, May 1

Our team looks at a lot of research throughout the day. Here are a handful of charts we think are good summations of investor activity, from a stellar earnings season to high dispersion, FOMC debate and energy (non) impact, to the benefits of owning innovation. Have a...

The Market in Pictures, April 24

Our research team parses vast amounts of data daily to identify the signals that truly matter. This week’s selection highlights a concentrated equity rally, the resilience of corporate earnings, and evolving signals regarding consumer health and inflation. Have a...