The Market in Pictures, August 23
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: Dave: Overall job...
Jackson Hole for Now, What About DC?
Rate Cut Expectations All eyes are on Jay Powell this week in Jackson Hole as he lays out the FOMC plan for the upcoming rate cut cycle. As of now, the market is...
Stock Buybacks: Dispelling the Myths
Stock buybacks are a frequent corporate practice that often sparks debate and confusion. As a means for companies to return excess capital to shareholders, buybacks can seem...
The Market in Pictures, August 16
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: The...
The Wealth Paradox: Should Wealthier Investors Take More Risk?
When it comes to investing, there's a widely held belief that bonds are the safer choice, particularly for those with substantial wealth. After all, if you’ve amassed a...
The Market in Pictures, August 9
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: Dave: Stocks...
Large Cut in September?
We continue to believe the first Fed rate cut will be in September and this move will likely start a sequence of cuts. With that being said, we don’t see the case for a...
Aptus Musings: Making Sense of August 5th
I'd love to cut right to the chase, but many of today's problems can be solved by proper allocation. It’s times like these that show why Aptus is built the way we are. We...
Portfolio Resilience During Global Market Decline
Global markets are experiencing notable declines, from challenges within Japan and the yen carry trade unwind. This event appears technical, but we are vigilant in assessing...
Beware CAPE Crusaders: Limitations of Shiller’s Ratio in Modern Market Valuation
The Cyclically Adjusted Price to Earnings (CAPE) ratio, introduced by Nobel laureate Robert Shiller in 1988, has long been a cornerstone of market valuation metrics. By...
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