Surprise! OPEC is Still in Charge

As recently as last month, OPEC (Organization of Petroleum Exporting Countries) and its representatives suggested that they had no intention of cutting crude oil production for the remainder of 2023. It was only a month ago that rumors swirled around whether UAE would...
Aptus Q1 2023 Newsletter

Aptus Q1 2023 Newsletter

The S&P 500 Was Up This Quarter? Surely You Can’t Be Serious. I am, and Don’t Call Me Shirley.   Airplane! is a comedy  that does not conform to any known standard of parody. In fact, the movie is far from the likes of comedies today that are so hung up on...

TIPS Update, March 2023

A Look Back on TIPS   Treasury Inflation-Protected Securities (TIPS) are a type of government bond issued by the US Treasury Department. Unlike conventional bonds, TIPS are designed to protect investors from inflation. This is done by adjusting the bond’s...

Meet the Team : James Bai

You might have seen our Team Page with our full team lineup, showing us in the office setting, with the usual bios about backgrounds and roles. We wanted to show you who we are outside of the office and share a little about the personalities that make up our team. We...

Rearview to Windshield, April 2023

March ‘23 Market Recap; The S&P 500 ignored the fallout from banking woes and recorded a surprising +3.7% gain last month, leaving the index in positive territory for Q1 ‘23 (+7.5%). After a mid-month hike, the current Fed Funds rate (upper bound) is at 5% vs....

The Market in Pictures, March 31

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: Yields on deposits are still laughably behind at many banks     John Luke: and with...