Rearview to Windshield, August 2024
July ‘24 Market Recap + Some August: Political fireworks and a dramatic rotation from large to small cap dominated the headlines over the past month. But, more recently to...
The Market in Pictures, August 2
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:...
July FOMC: No Change But September Likely
As expected, the Fed kept the funds rate range unchanged at 5.25% - 5.50%, and while the tone of the statement was less hawkish, it didn't overtly hint that a rate cut in...
Tackling Longevity Risk: The Hidden Power of Home Ownership
For many, owning a home is primarily about having a place to live, fundamentally a form of consumption. However, real estate is often viewed as a safe bet for building...
The Market in Pictures, July 26
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:...
Future Treasury Yields: Look Beyond Headline Measures
Real Rates… Was the Post-GFC Period the Anomaly? The current real rate (interest rate adjusted for inflation) sits around 2.93%, which is the highest level since 2007....
Aptus Musings: Biden Drops Out
Multiple clients have asked for thoughts regarding President Joe Biden's exit from the upcoming election, and its effect on the markets (I hear that "investor" listed at the...
Fixed Income: Coupon is King
When investing in investment-grade bonds, many investors might be surprised to learn that the vast majority of returns come from coupon payments rather than price...
The Market in Pictures, July 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: John Luke:...
The Unrealistic Math of Bonds Protecting a Portfolio
In the world of investment strategies, the 60/40 portfolio, with 60% allocated to equities and 40% to Treasuries, is the classic approach aimed at balancing growth and...
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