by Aptus PM Team | Jan 17, 2025 | Blog, Charts
Our team looks at a lot of research throughout the day. Here are a handful that we think are contributing to investor activity , from rate expectations to growth drivers to government spending and comparisons of foreign markets to ours. Enjoy! Joseph: Stable...
by JD Gardner | Jan 15, 2025 | Blog, Investment Concepts
Brian wrote a recent post that’s relevant to this month’s writeup. It’s worth a few minutes of your time as it provides perspective around how you should think about investing your hard earned money: The Lost Century in Bonds. Volatility is not risk, and the...
by Aptus PM Team | Jan 10, 2025 | Blog, Charts
Our team looks at a lot of research throughout the day. Here are a handful that we think are contributing to investor activity , from rate expectations to growth drivers to government spending and comparisons of foreign markets to ours. Enjoy! John Luke: As everyone...
by John Luke Tyner | Jan 10, 2025 | Blog, Bonds
The market is currently pricing in 1.53 cuts for 2025 (Fed says 2). As we’ve said before, we believe the FOMC has gotten its rate closer to neutral. This positions them to patiently sit back and monitor the economy and incoming data, specifically related to policy...
by Brian Jacobs | Jan 7, 2025 | Blog, Investment Concepts
As we’ve closed the books on 2024, reflecting on the year’s investment landscape offers valuable insights for navigating what lies ahead. From identifying opportunities within U.S. equities to rethinking bonds, embracing options strategies, and prioritizing liquidity,...
by Aptus PM Team | Jan 3, 2025 | Blog, Charts
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: Derek: The trend remains your friend—history shows that when the S&P 500 is above its 200-day moving...
