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...
Aptus Musings: Q2 2024 Earnings Preview
Before we get into the topic du jour, let's hit on a few things: Joseph Sykora, CFA, Head of Private Investments at Aptus, sent out an awesome quote this morning: "Equities...
The Market in Pictures, July 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:...
Closer to Rate Cuts
June CPI Reaction In response to the CPI print, markets are now pricing in an 8.5% chance of a July cut, a 94.5% of a September cut, and an 85.6% chance of at least 2 cuts...
The Market in Pictures, July 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: John Luke: The US...
Rearview to Windshield, July 2024
June ‘24 Market Recap – Let the Good Times Roll: The S&P 500 had its 32nd all-time high this year during the month – ending June slightly off the potential for a 33rd....
The Market in Pictures, June 28
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: Brian: The story...
Bonds Still Facing Headwinds
Higher Neutral Rate Could Lead to Structurally Higher Interest Rates The graphic below shows pricing for forward contracts referencing the five-year interest rate in...
Aptus Musings: Enter Stage Left, the U.S. Presidential Election
Well, there's no sugarcoating this one; the first U.S. Presidential Election Debate for the current race will occur later this week. This event will likely jumpstart an...
Who is Going to Pay You?
As we move into the second half of 2024, the outlook appears relatively positive. As we highlighted in last month’s 3 Pointers, when index returns were historically strong...
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