Aptus Musings: It’s Over

It’s over. But, in a way…it has only just begun. Election Superlatives: 9 out of the past 10 elections, the results have yielded a situation where power flipped parties. This has been the highest level of political regime volatility since the Civil War....

The Market in Pictures, November 1

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: Arch: Are mega-cap valuations a caution signal? Historically, when the largest stocks are this highly valued, it...

Aptus Musings: Election 2024

Both the S&P 500 and Russell 2000 marked their last major correction low roughly one year ago (10/27/2023) with each now in the top decile of their historical 12-month price momentum. Yet, small cap stocks have underperformed their larger cap brethren during this...

Rearview to Windshield, November 2024

Market Recap – October 2024: Broad markets were down during October, but that should not be a surprise to investors, as it tends to be the worst month in an election year. But, on the flipside, what also shouldn’t surprise investors is that there tends to be strength...

The Market in Pictures, October 25

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: Joseph: Bonds have been the greater source of volatility since the Fed cut rates in September   Data as of...