The Market in Pictures, August 7

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 continuing bull market, to rising earnings and margins, a global revenue surge led by AI spending, and economic data making...

Rearview to Windshield, August 2026

Equity Recap – The Year Has Been a Great Lesson in Resilience: In July 2026, equity markets experienced a sharp internal rotation as investors pulled back from high-flying mega-cap tech and AI trades, favoring defensive, value, and quality equities instead. While the...

The Market in Pictures, July 31

Our team looks at a lot of research throughout the day. This week’s charts follow a market starting to charge for risk in its favorite trade, a momentum reversal unlike anything, including the tech bubble and COVID extremes, and single-stock volatility sitting...

FOMC: One Last Pause?

The FOMC left the fed funds rate unchanged, with no action for the fifth consecutive meeting, even as inflation lingers above target. No change was the broad consensus; however, there were whispers of potential for a rate hike (the market was pricing about a 30%...

Aptus Musings: Q2 2026 Earnings Preview

First, it’s been a longstanding tradition for me to always send out Ronald Reagan’s Soldier’s Pledge on the 4th of July… I’m just a little (lotta) late this year. It’s a great reminder that it’s always a great time to be an American. Second, please send some...