The Market In Pictures, February 6
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 market rotation and a broadening...
Rearview to Windshield, February 2026
Market Recap → A Month of Headline Digestion: The theme of January is perhaps best captured in how the black swan events that cropped up— Venezuela, Japan, Greenland—were...
The Market In Pictures, January 30
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 market expectations to corporate...
Big Week at the FOMC
January FOMC The Fed held its policy rate in the 3.5-3.75% range earlier this week, largely as expected. The vote was 10-2, where Governors Miran and Waller dissented...
The Case for Getting Bored: In Defense of Lower Volatility Equities
Equity markets have recently been dominated by the "Magnificent" few and a relentless bid for high-beta tech. Suggesting that lower volatility stocks can retain their...
The Market In Pictures, January 23
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 broadening attempts to profitability,...
Aptus Musings: Q4 2025 Earnings Preview
The pace of change these days, whether it’s technology or geopolitics, is absolutely stunning: Maduro, Greenland, Venezuela, Lisa Cook, Powell, etc. The factors, the stocks,...
The Market In Pictures, January 16
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 market expectations to corporate...
Around the Bond Market, January 2026
Another Cool-ish Inflation Report The CPI rose +0.3% m/m and 2.7% y/y in Dec. The core (ex-food & energy) measure was +0.2% m/m and 2.6% y/y. Source: Stifel as...
The Market In Pictures, January 9
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 market expectations to corporate...
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