by Brian Jacobs | Aug 18, 2026 | Blog, Investment Concepts
Back in 1900, you didn’t take a great family picture so much as you had one painted. John Singer Sargent, a successful portrait painter at the time, charged ~$5,000 a portrait at a time when the average American earned about $450 a year. The fee bought months of...
by Aptus PM Team | Aug 14, 2026 | Blog, Charts
Our team looks at a lot of research throughout the day. This week’s charts weigh a rate-and-calendar risk creeping back into focus against an earnings and labor backdrop still doing the heavy lifting, with the AI buildout showing no signs of slowing. Have a...
by David Wagner | Aug 13, 2026 | Blog, Market Updates
Talking bearishly about datacenters is about as cool as Ray Dalio hitting up Ibiza for his 77th birthday. Nonetheless, I’ve been repeatedly asked about datacenters and their recent involvement in increasing leverage through debt issuances, and whether the recent...
by Aptus PM Team | Aug 7, 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 a continuing bull market, to rising earnings and margins, a global revenue surge led by AI spending, and economic data making...
by David Wagner | Aug 7, 2026 | Blog, Market Updates
All things considered, a flat month for the S&P in July feels pretty heroic given the headlines – a hedge fund implosion, historic Yen intervention, and a post-FOMC breakout in 30-year yields (and that was just last week), not to mention the renewed tension...
by David Wagner | Aug 5, 2026 | Blog, Market Updates
Equity Recap – The Year Has Been a Great Lesson in Resilience: In July 2026, equity markets experienced a sharp internal rotation as investors pulled back from high-flying mega-cap tech and AI trades, favoring defensive, value, and quality equities instead. While the...
