by David Wagner | Jun 10, 2022 | Blog, Market Reviews
The returns witnessed by investors over the past few years have been an outlier. Entering the year, the 3-year annualized return for the S&P 500 was ~25% with the U.S. Barclays Agg. returning ~5%. In an environment where one has had strong returns, it makes one...
by David Wagner | Jun 6, 2022 | Blog, Market Reviews
Developments over the Past Month: The Beatings Will Continue Until Morale Improves: Markets wrapped up a volatile month of May exactly where it began. We started May at 4,131 on the S&P and ended May at 4132. Along the way we had 9 of the 21 trading days see 2%...
by David Wagner | Apr 20, 2022 | Blog, Market Reviews
Q1 2022 Earnings Preview Earnings season started last week with JP Morgan (“JPM”) and a slew of other banks, and given the early tone, this earnings season could be underwhelming as we did not witness the outsized beats we have become accustomed to over the last year....
by David Wagner | Apr 4, 2022 | Blog, Market Reviews
Developments over the Past Month Monthly Recap: March was a tale of two different periods (see below). The first quarter was one of the worst on record for the collective performance of stocks and bonds, with the latter worse than the former. This makes sense...
by David Wagner | Mar 1, 2022 | Blog, Market Reviews
The market, measured by the S&P 500, officially entered a “correction” phase, as investors continue to disseminate the latest news on the Russia/Ukraine front. Markets have been attempting to price in worst case scenarios as it pertains to Russia and Ukraine over...
by Aptus PM Team | Feb 2, 2022 | Blog, Market Reviews
Developments over the Past Month: Monthly Recap: We’ve seen big moves in equities to start the year. This has been the worst January for the S&P 500 since 2009 while at the same time it’s been the best start to the year for Value stocks in decades. We expect...
