by Brian Jacobs | May 17, 2024 | Blog, Investment Concepts
Jim Simons, the mastermind behind Renaissance Technologies, recently passed away at 86. Simons, a brilliant mathematician and former codebreaker, founded Renaissance in 1982 and revolutionized quantitative trading. The firm’s flagship Medallion Fund achieved an...
by David Wagner | May 16, 2024 | Blog, Market Updates
I hope everyone survived the great bear market of April 2024. The market clearly created a wall of worry around earnings, and it appears that it largely cleared this hurdle. The April showers gave back much of the Q1 gains as 10-year Treasury yields...
by Aptus PM Team | May 10, 2024 | 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: Brad: Earnings season is winding down, it’s been solid Brad: and we’re approaching the expected...
by John Luke Tyner | May 9, 2024 | Blog, Bonds
Short Term Treasuries Offer Higher Income and Stability vs. Long Duration As interest rates have moved higher, the front end of the curve is offering a combination of high nominal income and interest rate protection. As the graphic shows, 2yr Treasury yields would...
by Joseph Sykora | May 9, 2024 | Blog, Investment Concepts
Though certainly not new, private credit has become increasingly topical within investment circles. While the term seems to invoke mystical feelings of IRR (internal rate of return, a metric often cited by fund sponsors) euphoria, at its core, it is simply an...
by David Wagner | May 6, 2024 | Blog, Market Updates
April ‘24 Market Recap – Staircase Up, Elevator Down: It was April showers as it was the worst month since September. April has given back much of the Q1 gains as 10-year Treasury yields increased from 4.2% to over 4.6%. S&P 500 has given back ~40%, Midcap ~70%,...
