by Aptus PM Team | Sep 9, 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: Dave: Traditional diversification has not helped most portfolios in 2022 Source: PSC as of 09.06...
by Aptus PM Team | Sep 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 how they help fill the puzzle of evidence: Dave: The first half of 2022 mostly driven by Fed hikes, but 2nd half looks like an earnings story… Data...
by Aptus PM Team | Aug 26, 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 fill the puzzle of evidence: Dave: Where will Fed Funds and CPI intersect? JL: and will the 10 year bond again give us clues to...
by Aptus PM Team | Aug 19, 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 fill the puzzle of evidence: Derek: We’ve had quite a bounce in equities since mid-June, how does it compare to previous bear market rallies...
by Aptus PM Team | Aug 12, 2022 | Blog, Charts
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why: Joseph: All of the 2020 job losses have now been recovered. Where that stacks up vs. other recessions Source: Calculated Risk as of 08.05.2022...
by Aptus PM Team | Aug 5, 2022 | Blog, Charts
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why: Brad: Earnings continue to be solid for S&P companies, sales even stronger Source: Strategas as of 08.01.2022 Dave: … that...