The Market in Pictures, March 21
Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from the US market correction to the...
FOMC is Waiting for Clarity, Too
Fed Waiting, Like the Rest of Us The Federal Open Market Committee (FOMC) met this week, deciding to leave the reserve rate unchanged as expected (a unanimous...
Aptus Musings: Perspective on the Market Pullback
Congrats on making it to the best part of the year - March Madness and The Masters. As many readers know, we say that D R S K was the fund that built Aptus. Well, in fact,...
The Market in Pictures, March 14
Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from the US market correction to investor...
March 2025 in Stocks: Beyond the Headlines
Given the recent market volatility, we wanted to share some thoughts on the evolving landscape and provide some opinions on what it means for volatility and markets. There...
Can Lower Rates Be Disinflationary?
If you ask most people whether increasing the supply of goods over time helps reduce inflation, the overwhelming answer is "yes." After all, more supply means less scarcity,...
The Market in Pictures, March 7
Our team looks at a lot of research throughout the day. Here are a handful that we think are contributing to investor activity, from strength in foreign markets to...
Dueling Mandates in Play for FOMC
Atlanta Fed GDP Now Shows First Signs of GDP Sputtering in Several Years The GDPNow model estimate for real GDP growth (seasonally adjusted annual rate) in the first...
Rearview to Windshield, March 2025
During the month, it felt as if the animal spirits coming out of the election had finally been disrupted by what is perceived to be a certain hyperactivity in Washington...
The Market in Pictures, February 28
Our team looks at a lot of research throughout the day. Here are a handful that we think are contributing to investor activity, from earnings to sentiment to the economy and...
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