by Brian Jacobs | Oct 7, 2024 | Blog, Investment Concepts
In today’s market, it’s hard to ignore how much power the largest companies hold within the S&P 500. These massive companies have grown to represent the highest concentration of weight in the index we’ve ever seen, and they’re valued at a...
by Aptus PM Team | Oct 4, 2024 | 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: John Luke: Between the Fed Chair and the jobs report, the market’s expectations of another 50 bps cut have...
by David Wagner | Oct 2, 2024 | Blog, Market Updates
The Market Hit New Highs, From Different “Whys”: The character of the market changed in Q3, but the direction remained the same with strong breadth. Many have asked if this is a less powerful rally, but the data suggests otherwise: this is still a bull market and it...
by Aptus PM Team | Sep 27, 2024 | 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: Brett: The massive stimulus announcements out of China were the story of the week Data as of 09.26.2024...
by John Luke Tyner | Sep 27, 2024 | Blog, Bonds
Post Covid Inflation Source: Bianco. As of 9/24/24 In a recent op-ed, Jim Bianco argued that recessions and financial crises can create change across an economy. In 2020, we had both a financial crisis and a recession, significantly reshaping the economic...
by Brian Jacobs | Sep 23, 2024 | Blog, Investment Concepts
You’ve probably heard the phrase “cash on the sidelines” used in market commentary, often suggesting there’s a huge pool of money waiting to flood into the market. One reason this phrase persists is that the nominal amount of cash regularly hits record highs. Most...
