by Aptus PM Team | Jul 17, 2026 | Blog, Charts
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 asset convergence and divergence to equity supply and demand, to rates and the state of oil and inflation. Have a great...
by Aptus PM Team | Jul 14, 2026 | Equity Research, Market Updates
We understand that pricing drives narrative around stocks, not fundamentals. And when a stock underperforms, it’s perceived by investors that the company is not executing or has lost its edge. It’s also expected that good companies will only go up. This is not always...
by Aptus PM Team | Jul 10, 2026 | Blog, Charts
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 historic rally with improving breadth, to record earnings and margins, the AI buildout reaching the labor market, and...
by Aptus PM Team | Jul 2, 2026 | Blog, Charts
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 Q2 standouts to sector dispersion, rising earnings and falling credit spreads, and inflation and the FOMC. Have a great long...
by Aptus PM Team | Jul 1, 2026 | Appearances, Market Updates
Q2 2026 Market Update: Ready for Earnings Q2 recap, and look ahead to Q3, with JD Gardner, CFA & CMT, Dave Wagner, CFA, and John Luke Tyner, CFA. Topics: Iran, Inflation, Warsh Regime Earnings Outlook Helping Clients Stay Comfortable For our expanded thoughts on...
