by Aptus PM Team | Feb 16, 2024 | 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: Dave: The typical pattern for earnings estimates is to start high and fade throughout the year ...
by Aptus PM Team | Feb 9, 2024 | 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: Market expectations for 2024 interest rate cuts are slowly moving back towards FOMC guidance...
by Aptus PM Team | Feb 7, 2024 | Rebalance Rationales
Investors should have one goal – to compound capital. A sufficient compounded return is at the heart of all things related to financial goals. The main objective of our investment team is delivering sufficient compound returns for our clients while maintaining...
by Aptus PM Team | Feb 5, 2024 | Market Updates
Given the popularity of our weekly Market in Pictures, we thought it made sense to pick out a few and go into more detail with our PMs. In this edition, Dave and John Luke will spend a few minutes on each of the following: Earnings Update Projected Rate Cuts Market...
by Aptus PM Team | Feb 2, 2024 | 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: Before the FOMC meeting, markets took comfort that Treasury borrowing needs wouldn’t expand in...
