by Aptus PM Team | Oct 27, 2023 | 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: Investors are banking on a new period of earnings growth once this earnings trough is completed...
by John Luke Tyner | Oct 25, 2023 | Blog, Bonds
Probable Fed Pause in November Fed Chair Powell’s commentary last week pointed to the relentless rise in longer-dated Treasury yields that was creating an environment of tighter financial conditions. This should help do some of the Fed’s work and allow them to...
by David Wagner | Oct 25, 2023 | Blog, Macro Updates
Catching up This past weekend, Aptus held our 4th annual Uncle Rico 2v2 Basketball tournament. As many of y’all know, we have a slew of former college and professional basketball players on our investment roster — it gets pretty competitive. We have tons of videos...
by Aptus PM Team | Oct 20, 2023 | 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: John Luke: September retail sales were too hot for the bond market’s liking, with the weakness spilling...
by Aptus PM Team | Oct 20, 2023 | Blog, Financial Planning
Good reminder that bonds are not always the “safe” asset we all want them to be. A recent Content Hub post from JD, thought it made sense to share in case you missed… We talk constantly about the two main risks we help advisors defend against:...
by Aptus PM Team | Oct 13, 2023 | 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: Earnings estimates show a turn, with the cuts now in the rearview mirror Data as of...
