by John Luke Tyner | Aug 28, 2026 | Blog, Bonds
Fed Chair Warsh’s Jackson Hole remarks provided the market with what participants hoped for: A more thorough view from the Fed on the economy and inflation, which appeared to satisfy investors’ concerns. Overall, I’d rate his comments as more hawkishly tilted than the...
by Aptus PM Team | Aug 21, 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 a market full of dispersion, to an AI boom driving an infrastructure buildout, a consumer who keeps spending, and a bond market...
by Marketing | Aug 20, 2026 | Blog, Market Updates
TLDR: Earnings were great. I considered using only a picture book to depict this past quarter’s earnings results because words simply can’t do it justice … and I’ve used a lot of words in my most recent Musings. Let’s touch on the...
by Brian Jacobs | Aug 18, 2026 | Blog, Investment Concepts
Back in 1900, you didn’t take a great family picture so much as you had one painted. John Singer Sargent, a successful portrait painter at the time, charged ~$5,000 a portrait at a time when the average American earned about $450 a year. The fee bought months of...
by Aptus PM Team | Aug 14, 2026 | Blog, Charts
Our team looks at a lot of research throughout the day. This week’s charts weigh a rate-and-calendar risk creeping back into focus against an earnings and labor backdrop still doing the heavy lifting, with the AI buildout showing no signs of slowing. Have a...
by David Wagner | Aug 13, 2026 | Blog, Market Updates
Talking bearishly about datacenters is about as cool as Ray Dalio hitting up Ibiza for his 77th birthday. Nonetheless, I’ve been repeatedly asked about datacenters and their recent involvement in increasing leverage through debt issuances, and whether the recent...
