by David Wagner | Nov 1, 2024 | Blog, Market Updates
Market Recap – October 2024: Broad markets were down during October, but that should not be a surprise to investors, as it tends to be the worst month in an election year. But, on the flipside, what also shouldn’t surprise investors is that there tends to be strength...
by Aptus PM Team | Oct 25, 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: Joseph: Bonds have been the greater source of volatility since the Fed cut rates in September Data as of...
by John Luke Tyner | Oct 24, 2024 | Blog, Bonds
The 10-year Treasury yield is up ~60 bps from the YTD lows seen just prior to the 50bp Fed cut on September 16. The widespread view is that the spike in rates is due to a combination of a) repricing the Fed’s rate cut path and b) the rising risk of a post-election...
by David Wagner | Oct 23, 2024 | Blog, Market Updates
We’ve continued to speak to the fact that the market is witnessing a “right tail” event, as the S&P 500 is +40%+ since the recent market bottom of 10/27/2023. Yet, right tails occur more than you think. If you zoom out to a rolling 10YR...
by Brian Jacobs | Oct 22, 2024 | Blog, Investment Concepts
Hedge funds have long been a polarizing topic in investing. Though they date back to the mid-20th century, they’ve come to represent sophisticated strategies often associated with the ultra-wealthy. Critics argue they come with high fees, high tracking errors, and...
by Aptus PM Team | Oct 18, 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: Beckham: This week’s retail sales report again showed a steady pace of consumer spending Source: Charles...
