The Market in Pictures, September 20

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 long pause is over, stocks enjoyed it   Source: Strategas as of 09.16.2024   John Luke: the...
Markets and the Election

Markets and the Election

David Wagner, CFA, and John Luke Tyner, CFA get together for a discussion around the upcoming election and its impact on your asset allocation decisions. We aim to take the emotions of politics out of the conversation and look at what history tells us. The importance...

The Market in Pictures, September 13

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: Chatter around a 50 bps cut jumped a bit late in the week, we’ll see what’s in store next Wednesday...

The Market in Pictures, September 6

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: Brian: Despite a rough start to the decade, US growth has actually exceeded pre-COVID projections    ...
Markets and the Election

Aptus 3 Pointers, August 2024

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, John Luke and Dave spend a few minutes on each of the following:   August: In Like a Lion, Out Like a Lamb...