by Brian Jacobs | Sep 23, 2024 | Blog, Investment Concepts
You’ve probably heard the phrase “cash on the sidelines” used in market commentary, often suggesting there’s a huge pool of money waiting to flood into the market. One reason this phrase persists is that the nominal amount of cash regularly hits record highs. Most...
by Aptus PM Team | Sep 20, 2024 | Blog, 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: The long pause is over, stocks enjoyed it Source: Strategas as of 09.16.2024 John Luke: the...
by David Wagner | Sep 20, 2024 | Blog, Market Updates
I’m hyped. Things David Wagner is hyped for: I’m hyped for the market; I’m hyped for the Aptus ETF strategies; I’m hyped for the structure of our Asset Allocation (MOAR Stock, Less Bonds, Risk Neutral); I’m hyped for the Oklahoma v....
by John Luke Tyner | Sep 19, 2024 | Blog, Bonds
The debate between 25 or 50bps has been settled. It appears that markets strong-armed the Fed to front-load their first cut, where today they cut the funds rate by 50bps. This moved the target rate range from 5.25% – 5.50% to 4.75% – 5.00%. The updated...
by John Archbold | Sep 16, 2024 | Blog, Investment Concepts
There has been much ink spilled on the topic of the explosive growth in the ETF space over the last few years. For this author who came into the profession when the mutual fund was still King (and I still had hair), it has been astonishing to watch that regime shift....
by Aptus PM Team | Sep 13, 2024 | Blog, 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: Chatter around a 50 bps cut jumped a bit late in the week, we’ll see what’s in store next Wednesday...
