by Derek Hernquist | Sep 6, 2023 | Market Updates
This was a fun exercise, hopefully the first of a monthly series. Given the popularity of our weekly Market in Pictures, we thought it made sense to pick out a few and go into more detail with our PMs. In this edition, Dave and John Luke will spend a few minutes on...
by David Wagner | Jul 6, 2023 | Market Updates
Q2 2023 Key Market Takeaways 1. Everyone was bearish to begin the year, and everything rallied – one of the most anticipated recessions in recent memory has yet to occur, as the consumer has remained very resilient in the face of higher-for-longer...
by JD Gardner | Jul 6, 2023 | Market Updates
The Volatility Tax Almost 2 years ago to the day, we published this piece: Reducing the Volatility Tax. We thought revisiting this concept was timely given the last 18 months. Look at the table below and the returns of each segment of stocks during 2022, the...
by Aptus PM Team | Jul 3, 2023 | Market Updates, Most Read
(Click above for the full update) This is our biggie each quarter, pages of charts and the context to go with them. As always, we think the windshield view is far more relevant than the rearview. But it’s through the rearview that we get a sense of the path...
by JD Gardner | Jun 5, 2023 | Market Updates
Stroke Play or Match Play For any non-golfers out there, match play is hole-by-hole scoring. Meaning, you play to win each hole individually. Your score from the prior hole is irrelevant to the next. In stroke play, it’s the cumulative total. Each hole...
by JD Gardner | May 3, 2023 | Market Updates
I’m starting with this chart because it matters: Source: TS Lombard as of March 2023 What you are looking at is the rolling 10-year correlation between stocks and bonds. Correlation is a measure of the relationship or connection between two things. In...
