by Aptus PM Team | Apr 4, 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 the equity market correction to the economy and inflation and, of course, tariffs. Enjoy! Beckham: Anyone who claims a...
by David Wagner | Apr 4, 2025 | Blog, Market Updates
As many of you know, my word for Q1 and Q2 is “Perspective”. Macro news, like what we are seeing with tariffs, can seem and feel overwhelming, but just remember, the market is not the economy, and it’s still all about stocks, which are all about an...
by David Wagner | Apr 3, 2025 | Blog, Market Updates
Market Recap – March 2025: The first quarter delivered a classic third-year bull market correction, falling 10% from its highs before rebounding and finishing only –4.28% in the quarter. The recent sell-off has been centered around three prevailing culprits: momentum...
by JD Gardner | Apr 3, 2025 | Market Updates
The volume of uncertainty has been turned up. The S&P 500 closed the quarter -4.28% after dropping 10% from the highs in mid-February. As Dave points out in our Q1 2025 newsletter, the most likely culprits are: Capital flows Expectations for slower growth Policy...
by Aptus PM Team | Mar 28, 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 investor sentiment to the US market correction to earnings and, of course, tariffs. Enjoy! John Luke: Hard to know the proper...
by Brian Jacobs | Mar 27, 2025 | Blog, Investment Concepts
Fixed-income investors have faced a brutal reality since bond rates bottomed in August 2020. Long-dated Treasuries (20+ years) remain down 40% from their peaks, requiring nearly nine years of coupon payments just to break even. While short-duration bond investors have...
