The Market in Pictures, May 1

Our team looks at a lot of research throughout the day. Here are a handful of charts we think are good summations of investor activity, from a stellar earnings season to high dispersion, FOMC debate and energy (non) impact, to the benefits of owning innovation. Have a...

Aptus Musings: Q1 2026 Earnings

I thought the old saying was: “Markets fall like an elevator, but rise like an escalator”, but I guess it’s the opposite as of late. In 2026, the market had its fastest recovery to all-time-highs (“ATH”) following an 8% drop. The market...

Prediction Markets : Expensive Guessing?

A reporter from Investment News reached out recently to ask about prediction markets after seeing my previous post, Structure Over Bets: How You’re Built Matters More Than What You’re Predicting. Specifically, they wanted to know if prediction markets are a new way to...

The Market in Pictures, April 24

Our research team parses vast amounts of data daily to identify the signals that truly matter. This week’s selection highlights a concentrated equity rally, the resilience of corporate earnings, and evolving signals regarding consumer health and inflation. Have a...

Warsh Faces the Senate

President Trump’s nominee, Kevin Warsh, appeared before the US Senate seeking ultimate approval to be named the 17th Chair of the Federal Reserve. While the US President may be the “Leader of the Free World,” one could make a strong argument that the US Federal...

The Market in Pictures, April 17

Our team looks at a lot of research throughout the day. Here are a handful of charts we think are good summations of investor activity, from a historic equity surge against negative sentiment, the changing US energy impact, and growth trends in corporate earnings and...