by Brian Jacobs | Nov 21, 2025 | Blog, Investment Concepts
Private credit has become the industry’s favorite shiny object, recently surpassing the entire market for listed high-yield corporate bonds with $1.7 trillion in assets per Preqin. The yield looks great, the line on the chart looks smooth, and the marketing is...
by John Luke Tyner | Nov 17, 2025 | Blog, Bonds
Fewer Cuts? The Fed funds futures market now shows a 48% chance of a December rate cut, down from 100% on the day of the October Fed meeting. We saw a Bloomberg News headline that read, “Fed Policy in Doubt with Kashkari on the Fence”. However, in December, it is...
by Aptus PM Team | Nov 14, 2025 | Blog, Charts
Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from earnings vs. the economy, inflation expectations, economic contributors and detractors, and the challenges of owning quality stocks...
by David Wagner | Nov 14, 2025 | Blog, Market Updates
Bye weeks are huge. The Cincinnati Bengals had a bye week this past weekend; their defense needed it, our tailgate needed it, and I needed it. But, one of the biggest questions coming out of last week is simply if the Supreme Court is going to say “bye”,...
by Aptus PM Team | Nov 7, 2025 | Blog, Charts
Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from an amazing run for low quality/high beta stocks, to the government shutdown, to earnings and inflation, and more on AI spending....
by Brian Jacobs | Nov 6, 2025 | Blog, Investment Concepts
Why ETFs Deserve the Flow of New Money Mutual funds distribute gains that investors may not have realized themselves ETFs can defer or avoid those gains through in-kind redemptions Deferral enhances after-tax compounding, especially in taxable accounts New...
