by David Wagner | Jun 10, 2026 | Blog, Market Updates
Tech Gains and AI Optimism Defy Seasonal Slumps in May: The global financial markets put on a resilient performance, shunning the traditional “Sell in May and go away” seasonal slump to book notable gains. The rally was heavily powered by blockbuster...
by Aptus PM Team | Jun 5, 2026 | Blog, Charts
Our team reviews a vast amount of market research and economic data every day. This week’s selection highlights the resilience of the labor market, the broadening dominance of technology flows, and the underlying shifts in U.S. infrastructure and business creation....
by Brian Jacobs | Jun 5, 2026 | Blog, Investment Concepts
Three boom and bust stories from American capital history. None of them is a forecast for AI. Each is here for what it says about how a portfolio survives whichever outcome arrives. In the 1830s, every state legislature in America agreed that canals were the future...
by Aptus PM Team | May 29, 2026 | Blog, Charts
Our team looks at a lot of research throughout the day. Here are a handful of charts we think are good summations of investor activity, from stocks catching up with earnings, to the AI impact and US dominance, to FOMC expectations and trillion-dollar companies. Have a...
by John Luke Tyner | May 29, 2026 | Blog, Bonds
Treasury Curve Movements The yield curve today looks drastically different than the beginning of the year. The largest increases have occurred in the belly of the yield curve, with 2s rising the most at a 59 bp increase since the start of the year, with lesser...
by Brian Jacobs | May 28, 2026 | Blog, Investment Concepts
A farmer who needs 40,000 gallons of water a day has a few ways to get it. One is a faucet stuck in the on position. Water flows continuously into a trough whether the farmer is there to use it or not. The hot sun overhead evaporates a portion of every gallon on its...
