by Aptus PM Team | May 22, 2026 | Blog, Charts
Our research team parses a vast amount of institutional data and market research daily to isolate the key signals that matter. This week’s selection highlights a structural regime change in inflation, a fundamentally anchored equity rally, and the unprecedented scale...
by Brian Jacobs | May 21, 2026 | Blog, Investment Concepts
In 1977, the U.S. Senate Select Committee on Nutrition and Human Needs released its Dietary Goals for the United States. The recommendations were straightforward. Eat less fat and replace those calories with carbohydrates. The guidelines were framed as cautious,...
by David Wagner | May 19, 2026 | Blog, Market Updates
The #1 question that I’ve been getting: Why is the S&P 500 Rallying? As I’ve said, simply put, there’s a profitability boom. “Boom” in EPS beats: 85% of S&P 500 firms beating EPS – the best hit rate in 5 years;...
by Aptus PM Team | May 15, 2026 | Blog, Charts
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 rate expectations to inflation, jobs to earnings, and of course, the unprecedented artificial intelligence spend. Have a great...
by John Luke Tyner | May 14, 2026 | Blog, Bonds
Core CPI (ex-food and energy) rose 0.38% in April after rising 0.20% in March. The Year over Year (YoY) Core rose from 2.60% to 2.74%. Headline CPI was up 0.64% on the heels of a 0.87% increase in March, both months elevated by higher fuel prices. YoY CPI inflation...
by Brian Jacobs | May 13, 2026 | Blog, Investment Concepts
Most portfolios are decorated. Fewer are built by an architect. The difference shows up in the storm. A decorator works the surface. They pick what looks good in the current light and refresh it when tastes change. An architect works the structure. Load paths,...
