by John Luke Tyner | Jan 6, 2022 | Blog, Macro Updates
We’ve seen a notable switch in tone of Chairman Powell and many of the other Fed officials over the last couple meetings as they’ve tilted their tone to sound more hawkish as they asses their dual mandate – controlling (heightened) inflation and a (strong) job...
by David Wagner | Jan 5, 2022 | Blog, Market Reviews
Over the next few weeks, I’m going to put out a series of analysis on 2021, hitting some of the bigger relative opportunity sets within the equity market: Week 1: Domestic v. International Week 2: Small v. Large Week 3: Value v. Growth Domestic v....
by David Wagner | Jan 4, 2022 | Blog, Market Reviews
Developments over the Past Month: Monthly Recap: Do you believe in Santa Claus? The market obviously did, as December, which tends to be a seasonally strong month, saw the S&P 500 rally 4.5%. With the S&P 500 finishing the year up 28.71%, 2021 ranked as...
by Derek Hernquist | Dec 21, 2021 | Blog, Financial Planning
Investors have often faced challenges in pursuing sufficient return. There have been times when stocks had risen to levels that squeezed out a chunk of their future returns. And periods when expected returns in fixed income trailed rates of inflation. But we’ve not...
by John Luke Tyner | Dec 17, 2021 | Blog, Macro Updates
Fed Doubles Taper to $30M a month, Signals Three 2022 Hikes in Inflation Pivot Source: Bloomberg LP. As of 12.15.21 As of 12.15.21 What Changed? The ’22 dots on the FOMC dot plot increased fairly substantially since September. The ’22 dot...
by John Luke Tyner | Dec 15, 2021 | Blog, Bonds
Investing Framework, How Are Returns Generated? The Aptus investing methodology revolves around a Yield + Growth +/- Multiple (Expansion/ Contraction) framework. The latter, multiple expansion or contraction, tends to not be fully additive or detractive over...
