by Aptus PM Team | Dec 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: Dave: With the absurd dominance of the megacap names having retreated to merely “dominant”, we hope to...
by Aptus PM Team | Dec 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: John Luke: The story of this week was the Fed, and how far out in front the market is in terms of rate cuts...
by Aptus PM Team | Dec 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: Dave: Markets are currently obsessed with the idea of multiple rate cuts in 2024. Historically, rate “holds”...
by Aptus PM Team | Dec 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: Beckham: We just completed a 2 year period where both the NASDAQ 100 and S&P 500 Equal Weight were...
by Aptus PM Team | Nov 24, 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: Advisors know this has been a challenging year for the typical stock relative to the S&P 500...
by Aptus PM Team | Nov 17, 2023 | Blog, Charts
Dave: Tuesday’s reaction to the tame CPI report was the ripper of the year Source: Strategas as of 11.14.2023 John Luke: as markets have more confidence that the Fed will move rates lower in the first half of 2024 Source: CME Fed Watch Tool as of...
