by Aptus PM Team | Aug 2, 2023 | Rebalance Rationales
The first half of 2023 was wild, and far from most expectations. Risk assets sold off during the Silicon Valley Bank collapse in March, then rose just as quickly. Through its resolution, and onto the First Republic collapse and fears of the Debt Ceiling debate, a...
by Aptus PM Team | Jul 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: John Luke: VIX has fallen into lower levels indicating complacency, but that hasn’t historically led to...
by Aptus PM Team | Jul 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: Beckham: The YTD rally in the S&P 500 has all been due to P/E multiples rising Source:...
by Aptus PM Team | Jul 14, 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: The lagging broader market has finally picked itself up in recent weeks Beckham:...
by Aptus PM Team | Jul 7, 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: Mortgage rates are moving higher again Source: YCharts John Luke: but US buyers...
