The Market in Pictures, May 2

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 rare timing setups and market breadth to the economy, earnings, and US/foreign market exposures. Enjoy!   What a Month   JD: At...

What Exactly Does the VIX Tell Us?

Over the past month, the VIX Index has been making headlines, first spiking, then crashing in dramatic fashion at times just a day apart.     While many investors recognize the VIX as “the fear gauge,” far fewer understand what it actually measures and how...

The Market in Pictures, April 25

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 rare timing setups and market breadth to the economy, earnings, and US/foreign market exposures. Enjoy!   Brian: We started the...

Around the Bond Market, April 2025

President Trump Critiques the Fed   Earlier this week, President Trump indicated he thinks the Fed should be “early, or on time” cutting rates, but not “too late,” adding it is “a perfect time to lower the rate.” Pressed by a reporter asking if the President has the...

Aptus Musings: Q1 2025 Earnings Preview

I’ve had a lot of inbound calls regarding the markets over the past few weeks, so I’d like to start with some historical perspective. As our quarterly newsletter stated, future market returns will always be an unsolved mystery. But what would a recession...

The Market in Pictures, April 17

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 the US dollar to bonds to the economy to US and foreign stock markets. Happy Easter to you!   Brett: The value of the US dollar...