by Aptus PM Team | Sep 29, 2023 | 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: Dave: The story of the past year has been real rates exploding from negative territory into positive...
by Aptus PM Team | Sep 22, 2023 | 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: The midpoint of the neutral policy rate hasn’t moved, but a few members have moved their...
by Aptus PM Team | Sep 15, 2023 | 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: Dave: September is famous for being the weakest month for stocks, with the 2nd half being the most...
by Aptus PM Team | Sep 8, 2023 | 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: NVDA is the current battleground stock, but remember when there were 100s of absurdly-priced...
by Aptus PM Team | Sep 1, 2023 | 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: Dave: In the past few decades, the highest-growing half of S&P 500 industries have steadily...
by Aptus PM Team | Aug 25, 2023 | 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: It’s unusual for stocks to rally when real yields are screaming higher Data as of...