by Aptus PM Team | Jun 9, 2023 | 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: Dave: As everyone knows, a tiny group of megacap tech carried stocks on their back into early June ...
by Aptus PM Team | Jan 6, 2023 | 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: Dave: Not many places to hide in 2022 Source: JP Morgan as of 12.31.22 Dave: and the only...
by Aptus PM Team | Oct 7, 2022 | Blog, Charts
Our 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 through an investment environment that requires a multi-decade look back to find comps ...
by David Wagner | Oct 4, 2022 | Blog, Market Updates
Developments Over the Past Month Can you Hear the Fed Now? September 2022 Market Recap: At the end of September, the Fed removed any remaining doubt about its commitment to getting inflation under control. As a result, both bonds and stocks sold off sharply....
by David Wagner | Sep 26, 2022 | Blog, Macro Updates
Many of y’all have heard my D + G spiel regarding the S&P 500’s P/E compressing from 21.5x (Dec ’21) to 16x currently, all while the risk premium has actually tightened. In other words, the cheapening of the P/E simply reflects the reality of higher real interest...
