by Aptus PM Team | Dec 2, 2022 | 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: JL: This year stands alone in modern history, for its combination of stock / bond weakness Data as...
by Aptus PM Team | Nov 25, 2022 | 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: As is usually the case, this equity rally has attracted inflows Source: Strategas as of...
by Aptus PM Team | Nov 18, 2022 | 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: JL: Year-over-year food costs are set to deflate for the first time since pre-COVID Source: Bianco...
by Aptus PM Team | Nov 11, 2022 | 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: JL: stock prices have generally tracked earnings revisions this year, with a clear bias towards...
by Aptus PM Team | Nov 4, 2022 | 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: Bond markets get credit for being better forecasters than equity investors, but they’ve not...
by Aptus PM Team | Oct 28, 2022 | Blog, Charts
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and how they help fill the puzzle of evidence: John Luke: Fastest monetary tightening in decades Source: Bianco as of 10.25.2022 John Luke: and...
