Traditional Bonds Still Not Ideal
The flexible components of core CPI have been in deflationary territory over the past year (blue line in the chart below). The stickier components of core CPI, however, are...
The Market in Pictures, April 19
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: Brad:...
The Role of Bonds in an Inflationary World
For decades, investors have treated bonds as a cornerstone of portfolio diversification, largely based on their performance during the late 20th century. From the early...
Aptus Musings: Q1 2024 Earnings Preview
A repeated question that I’ve continued to receive is: What’s Going to Kill the Market Rally? In fact, this was the exact question I was asked on Fox Business’s Varney &...
The Market in Pictures, April 12
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:...
Transitory Disinflation
US inflation topped forecasts for a third straight month. Both the Core and the Headline consumer price index increased 0.4% from February. Source: Stifel as of...
Aptus Musings: Valuing International Markets
Over the past few months, many of you have heard us focus much of our market commentary around the perception of equity valuations – that U.S. stocks may not be as expensive...
The Market in Pictures, April 5
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: Beckham:...
Navigating Retirement: Balancing Drawdown and Longevity
Retirement planning is a critical aspect of financial management, and understanding how to manage savings can make a significant difference in financial stability during...
Rearview to Windshield, April 2024
March ‘24 Market Recap: The S&P 500 returned 10.6% in Q1, on a combination of two very powerful forces; dovish central banks and a continued broadening of the AI...
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