by Joseph Sykora | Dec 4, 2023 | Blog, Market Updates
Many came into 2023 expecting a recession, and accordingly, bearish on equities. While the economic data has been much better than expected (particularly employment), it hasn’t reflected the robust return profile seen in the S&P 500 year-to-date. At +20.8% through...
by Aptus PM Team | Dec 1, 2023 | 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: Beckham: We just completed a 2 year period where both the NASDAQ 100 and S&P 500 Equal Weight were...
by James Yahoudy | Nov 30, 2023 | Blog, Financial Planning, Investing Behavior
Investing can be fun. Well, at least some days. Maybe a roller-coaster is a better description. The hardest part is finding a way to keep the train on the tracks by focusing on what matters. On one hand, we have the fear of losing money, driving people to be...
by Aptus PM Team | Nov 24, 2023 | 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: Dave: Advisors know this has been a challenging year for the typical stock relative to the S&P 500...
by John Luke Tyner | Nov 22, 2023 | Blog, Bonds
Last week, the CPI & PPI print both came in weaker than expected. The market responded favorably with stocks up and yields dropping. The bigger change in our minds was the drop in forward interest rate expectations where the market continues to price a lower...
by Aptus PM Team | Nov 17, 2023 | Blog, Charts
Dave: Tuesday’s reaction to the tame CPI report was the ripper of the year Source: Strategas as of 11.14.2023 John Luke: as markets have more confidence that the Fed will move rates lower in the first half of 2024 Source: CME Fed Watch Tool as of...
