by Aptus PM Team | Jun 10, 2022 | Blog, Charts, Market Updates
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why: 1) JD: this stayed on the “anti-correlation” side for a few years but 2022 has kicked off another red/high correlation period ...
by Derek Hernquist | Jun 8, 2022 | Blog, Financial Planning
A post I wrote when my kids were a bit younger…events change but the prescriptions remain intact: Every advisor wants the same from their clients…save more money, focus on the long-term. And most investors know this is the formula for success. Easy,...
by David Wagner | Jun 6, 2022 | Blog, Market Reviews
Developments over the Past Month: The Beatings Will Continue Until Morale Improves: Markets wrapped up a volatile month of May exactly where it began. We started May at 4,131 on the S&P and ended May at 4132. Along the way we had 9 of the 21 trading days see 2%...
by Aptus PM Team | Jun 3, 2022 | Blog, Charts, Market Updates
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why: Dave: market selloffs of the past decade have repriced equities to mid-teens PE ratios. This one not in that range yet, at least on a trailing basis...
by John Luke Tyner | Jun 3, 2022 | Blog, Macro Updates, Market Updates
We are beginning a new regime as the Fed moves to reduce the size of its balance sheet which has grown to nearly $9 Trillion. Since March 2020, the Fed has made more than $4T in bond purchases. Now, to fight inflation, the Fed will begin to let some of their bonds...
by Joseph Sykora | Jun 1, 2022 | Blog, Energy
In prior posts, we have written about the continued tightness in oil markets driven by (among other things) structural underinvestment in productive supply over the past several years. In this post, we will focus more on the products side, specifically gasoline and...
