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...
by Aptus PM Team | Mar 21, 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 US market correction to the economy to sentiment and tariffs and global money flows. Enjoy! Brett: After two years of...
by Joseph Sykora | Mar 21, 2025 | Blog, Bonds
Fed Waiting, Like the Rest of Us The Federal Open Market Committee (FOMC) met this week, deciding to leave the reserve rate unchanged as expected (a unanimous decision amongst voters). The Fed’s so-called “dot plot,” which projects participants’ expectations...
by David Wagner | Mar 20, 2025 | Blog, Market Updates
Congrats on making it to the best part of the year – March Madness and The Masters. As many readers know, we say that D R S K was the fund that built Aptus. Well, in fact, it was a bunch of former college and professional basketball players that built Aptus: JD...
by Aptus PM Team | Mar 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 the US market correction to investor sentiment to tariffs and relative strength in foreign markets. Enjoy! Brett: 10% market...
by John Luke Tyner | Mar 11, 2025 | Blog, Market Updates
Given the recent market volatility, we wanted to share some thoughts on the evolving landscape and provide some opinions on what it means for volatility and markets. There is a lot of noise between Trump policy, DOGE, inflation, and monetary policy that is creating...
