The Market in Pictures, May 22
Our research team parses a vast amount of institutional data and market research daily to isolate the key signals that matter. This week’s selection highlights a structural...
The Hidden Risk That Hurts Retirement: Rethinking Longevity
In 1977, the U.S. Senate Select Committee on Nutrition and Human Needs released its Dietary Goals for the United States. The recommendations were straightforward. Eat less...
Aptus Musings: Q1 2026 Earnings Recap
The #1 question that I've been getting: Why is the S&P 500 Rallying? As I've said, simply put, there's a profitability boom. "Boom" in EPS beats: 85% of S&P 500...
The Market in Pictures, May 15
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 rate expectations to inflation,...
Around the Bond Market, May 2026
Core CPI (ex-food and energy) rose 0.38% in April after rising 0.20% in March. The Year over Year (YoY) Core rose from 2.60% to 2.74%. Headline CPI was up 0.64% on the heels...
Portfolio Design: Do You Want a Decorator or an Architect?
Most portfolios are decorated. Fewer are built by an architect. The difference shows up in the storm. A decorator works the surface. They pick what looks good in the current...
The Market in Pictures, May 8
Our team parses a vast amount of research daily to identify the signals that truly matter. This week’s selection highlights a stellar start to the earnings season, the...
Aptus Musings: The SpaceX IPO
IPO investors are high-fiving right now with 2026 shaping up to be a record year for public offerings. We've fielded a lot of questions in regard to the SpaceX IPO, so I...
Rearview to Windshield, May 2026
Patience Remains an Investor’s Best Characteristic: The market experienced a powerful, broad-based rally throughout April 2026, marking one of the strongest monthly...
The Market in Pictures, May 1
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 stellar earnings season to...
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