by David Wagner | Aug 1, 2022 | Blog, Market Updates
Developments Over the Past Month July 2022 Market Recap: The month of July was driven by better-than-feared earnings, economic data, and falling inflation expectations. The market spent most of June pricing in an earnings Armageddon that has yet to come to...
by Aptus PM Team | Jul 22, 2022 | Blog, Charts
Our 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 historic bear market bottoms Source: Strategas as of 07.15.2022 JD: Investors...
by JD Gardner | Jul 6, 2022 | Market Updates
A high level of our portfolio construction process could be summarized as an attempt to hold less bonds and more stocks. We think this allocation shift allows portfolios to be better positioned moving forward. More potential for return, therefore, less exposure to...
by Aptus PM Team | Jun 17, 2022 | Blog, Charts, Market Updates
Our 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 the past two decades Dave: heading for only the 4th instance of back-to-back tandem...
