The Market in Pictures, August 28
Our team looks at a lot of research throughout the day. Here are a handful of charts we think are good summations of the current market, from strong corporate profits and...
Jackson Hole: Project Realignment
Fed Chair Warsh’s Jackson Hole remarks provided the market with what participants hoped for: A more thorough view from the Fed on the economy and inflation, which appeared...
The Market in Pictures, August 21
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 market full of dispersion, to...
Aptus Musings: Q2 2026 Earnings Recap
TLDR: Earnings were great. I considered using only a picture book to depict this past quarter's earnings results because words simply can't do it justice ... and I've used a...
The Wealthy’s Tax Playbook Finally Gets a Retail Ticker
Back in 1900, you didn’t take a great family picture so much as you had one painted. John Singer Sargent, a successful portrait painter at the time, charged ~$5,000 a...
The Market in Pictures, August 14
Our team looks at a lot of research throughout the day. This week's charts weigh a rate-and-calendar risk creeping back into focus against an earnings and labor backdrop...
Aptus Musings: Leverage in the Cloud
Talking bearishly about datacenters is about as cool as Ray Dalio hitting up Ibiza for his 77th birthday. Nonetheless, I've been repeatedly asked about datacenters and their...
The Market in Pictures, August 7
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 continuing bull market, to...
Aptus Musings: Chasing Warsh’s Reaction Function
All things considered, a flat month for the S&P in July feels pretty heroic given the headlines - a hedge fund implosion, historic Yen intervention, and a post-FOMC...
Rearview to Windshield, August 2026
Equity Recap – The Year Has Been a Great Lesson in Resilience: In July 2026, equity markets experienced a sharp internal rotation as investors pulled back from high-flying...
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