by John Luke Tyner | May 14, 2026 | Blog, Bonds
Core CPI (ex-food and energy) rose 0.38% in April after rising 0.20% in March. The Year over Year (YoY) Core rose from 2.60% to 2.74%. Headline CPI was up 0.64% on the heels of a 0.87% increase in March, both months elevated by higher fuel prices. YoY CPI inflation...
by Brian Jacobs | May 13, 2026 | Blog, Investment Concepts
Most portfolios are decorated. Fewer are built by an architect. The difference shows up in the storm. A decorator works the surface. They pick what looks good in the current light and refresh it when tastes change. An architect works the structure. Load paths,...
by Aptus PM Team | May 8, 2026 | Blog, Charts
Our team parses a vast amount of research daily to identify the signals that truly matter. This week’s selection highlights a stellar start to the earnings season, the deepening impact of the AI investment cycle, and the ongoing debate between Fed policy and market...
by David Wagner | May 8, 2026 | Blog, Market Updates
IPO investors are high-fiving right now with 2026 shaping up to be a record year for public offerings. We’ve fielded a lot of questions in regard to the SpaceX IPO, so I thought we’d write a Musing on it. Source: Strategas as of 5.4.26 The...
by David Wagner | May 4, 2026 | Blog, Market Updates
Patience Remains an Investor’s Best Characteristic: The market experienced a powerful, broad-based rally throughout April 2026, marking one of the strongest monthly performances in years as investors shook off the volatility of early spring. The Nasdaq Composite led...
by Aptus PM Team | May 1, 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 stellar earnings season to high dispersion, FOMC debate and energy (non) impact, to the benefits of owning innovation. Have a...
