Perspectives

The Aptus Blog

Market notes, charts, investment concepts, and timely market updates, directly from our investment team.

2023-05-19 · Market in PicturesThe Market in Pictures, May 19Our 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: Dave: The debt2023-05-12 · Market in PicturesThe Market in Pictures, May 12Our 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: John Luke: Tou2023-05-05 · Market in PicturesThe Market in Pictures, May 5Our 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: John Luke: Dem2023-04-28 · Market in PicturesThe Market in Pictures, April 28Our 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: Brad: The rece2023-04-21 · Market in PicturesThe Market in Pictures, April 21Our 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: John Luke: Loo2023-04-14 · Market in PicturesThe Market in Pictures, April 14Our 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: John Luke: Inf2023-03-31 · Market in PicturesThe Market in Pictures, March 31Our 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: John Luke: Yie2023-03-24 · Market in PicturesThe Market in Pictures, March 24Our 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: John Luke: The2023-03-17 · Market in PicturesThe Market in Pictures, March 17Our 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: Derek: Hopeful2023-03-10 · Market in PicturesThe Market in Pictures, March 10Our 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: The h2023-03-03 · Market in PicturesThe Market in Pictures, March 3Our 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: Brad: Without 2023-02-24 · Market in PicturesThe Market in Pictures, February 24Our 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: Brad: The earl2023-02-17 · Market in PicturesThe Market in Pictures, February 17Our 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: John Luke: It’2023-02-10 · Market in PicturesThe Market in Pictures, February 10Our 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: John Luke: Fed2023-02-03 · Market in PicturesThe Market in Pictures, February 3Our 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: John Luke: One2023-01-27 · Market in PicturesThe Market in Pictures, January 27Our 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: Brad: One of t2023-01-20 · Market in PicturesThe Market in Pictures, January 20Our 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: John Luke: It’2023-01-13 · Market in PicturesThe Market in Pictures, January 13Our 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: Dave: Have we 2023-01-06 · Market in PicturesThe Market in Pictures, January 6Our 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: Dave: Not many2022-12-30 · Market in PicturesThe Market in Pictures, December 30Our 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: Dave: No short2022-12-23 · Market in PicturesThe Market in Pictures, December 23Our 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: JL: Markets ar2022-12-16 · Market in PicturesThe Market in Pictures, December 16Our 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: Dave: Earnings2022-12-09 · Market in PicturesThe Market in Pictures, December 9Our 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: Dave: It’s bee2022-12-02 · Market in PicturesThe Market in Pictures, December 2Our 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: JL: This year 2022-11-25 · Market in PicturesThe Market in Pictures, November 25Our 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: Dave: As is us2022-11-18 · Market in PicturesThe Market in Pictures, November 18Our 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: JL: Year-over-2022-11-11 · Market in PicturesThe Market in Pictures, November 11Our 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: JL: stock pric2022-11-04 · Market in PicturesThe Market in Pictures, November 4Our 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: John Luke: Bon2022-10-28 · Market in PicturesThe Market in Pictures, October 28Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and how they help fill the puzzle of evidence: John Luke: Fastest mon2022-10-21 · Market in PicturesThe Market in Pictures, October 21Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and how they help fill the puzzle of evidence: John Luke: “Unpreceden2022-10-14 · Market in PicturesThe Market in Pictures, October 14Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and how they help fill the puzzle of evidence: John Luke: Looking out2022-10-07 · Market in PicturesThe Market in Pictures, October 7Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and how they help fill the puzzle of evidence: JD: We’re going throug2022-09-30 · Market in PicturesThe Market in Pictures, September 30Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and how they help fill the puzzle of evidence: John Luke: Even the mo2022-09-23 · Market in PicturesThe Market in Pictures, September 23Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and how they help fill the puzzle of evidence: John Luke: This year a2022-09-16 · Market in PicturesThe Market in Pictures, September 16Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and how they help fill the puzzle of evidence: John Luke: Inflation w2022-09-09 · Market in PicturesThe Market in Pictures, September 9Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and how they help fill the puzzle of evidence: Dave: Traditional dive2022-09-02 · Market in PicturesThe Market in Pictures, September 2Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and how they help fill the puzzle of evidence: Dave: The first half o2022-08-26 · Market in PicturesThe Market in Pictures, August 26Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and the way they fill the puzzle of evidence: Dave: Where will Fed Fu2022-08-19 · Market in PicturesThe Market in Pictures, August 19Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and the way they fill the puzzle of evidence: Derek: We’ve had quite 2022-08-12 · Market in PicturesThe Market in Pictures, August 12Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why: Joseph: All of the 2020 job losses have now been recovered. 2022-08-05 · Market in PicturesThe Market in Pictures, August 5Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why: Brad: Earnings continue to be solid for S&P companies, s2022-07-29 · Market in PicturesThe Market in Pictures, July 29Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why: Dave: The start of earnings season was a story of “not bad”,2022-07-22 · Market in PicturesThe Market in Pictures, July 22Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why: Joseph: Current fundamentals looking nothing like those of h2022-07-15 · Market in PicturesThe Market in Pictures, July 15Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why: JL: History would indicate that the end of Fed tightening is2022-07-08 · Market in PicturesThe Market in Pictures, July 8Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why: Dave: denominator a lot bigger but this bear is no joke, $142022-07-01 · Market in PicturesThe Market in Pictures, July 1Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why: Dave: there hasn’t been a single instance in 50 years of Fed2022-06-24 · Market in PicturesThe Market in Pictures, June 24Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why: John Luke: not hard to see what’s driving the equity market’2022-06-17 · Market in PicturesThe Market in Pictures, June 17Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why: JL: by any measure, the inflation picture is different than 2022-06-10 · Market in PicturesThe Market in Pictures, June 10Our 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 2022-06-03 · Market in PicturesThe Market in Pictures, June 3Our 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 equit2022-05-27 · Market in PicturesThe Market in Pictures, May 27Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why: 1) JL: hard to believe Fed Funds rate is still only 1% given
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