by John Luke Tyner | Oct 29, 2021 | Blog
The yield curve had a massive flattening this week. The short end of curve rose sharply while the long end of the curve declined by nearly the same amount. Simply put, the short end of the curve is moving up based on the market’s expectations of an early rate hike...
by John Luke Tyner | Oct 25, 2021 | Blog
Fed Chairman Powell’s four-year term ends on February 5th, 2022. Historically, appointments (by the President) are typically made in October or early November for upcoming February openings. The reason for the timing is that the nomination needs to go through the...
by David Wagner | Oct 22, 2021 | Blog
Stagflation has been a buzzword here lately – side note, I think that buzzwords are for the birds, much like this topic. I believe that today’s façade of stagflation will disappear shortly – some economists have been arguing that we are currently witnessing it (over...
by David Wagner | Oct 15, 2021 | Blog
It’s the most wonderful time of the year – Q3 2021 earnings kick off week. We believe that it’s a make-or-break quarter with all eyes on margins and supply chains and for the first time in a while, we won’t just be focusing on management commentary. This is basically...
by Derek Hernquist | Oct 5, 2021 | Blog
As we ramped up our portfolio consulting services a few years back, we noticed the opportunity advisors had if they were able to integrate individual securities into portfolios. Limited by SMA fees and trading costs, these were generally exceptions for larger...
by Aptus PM Team | Sep 24, 2021 | Blog
Quick Take The most important things that we learned yesterday from the FOMC statement, forecasts, dots, and press conference are 1) tapering will most likely start in November and will last until early summer of next year, and 2) Powell is still very far from...
