by John Luke Tyner | Sep 13, 2023 | Blog, Bonds
Headline CPI rose 0.6% in August from the prior month, a faster pace than in July as gasoline prices jumped. Core CPI rose 0.3% (stripping food and energy costs), a hotter pace than the prior two months. Headline CPI: +0.6% (Consensus Expectations: +0.6%) Core CPI:...
by Aptus PM Team | Sep 8, 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: John Luke: NVDA is the current battleground stock, but remember when there were 100s of absurdly-priced...
by JD Gardner | Sep 6, 2023 | Market Updates
We talk constantly about the two main risks we help advisors defend against: Drawdown: sharp drops that interrupt compounding and trigger client fear Longevity: insufficient returns that put clients at risk of outliving their money Let’s focus on Longevity. The...
by Aptus PM Team | Sep 1, 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: In the past few decades, the highest-growing half of S&P 500 industries have steadily...
by John Luke Tyner | Aug 31, 2023 | Blog, Bonds
Jackson Hole Fed Chair Powell’s message last week at Jackson Hole was direct. The Fed won’t be taking victory laps over inflation just yet. Powell noted “we are navigating by the stars under cloudy skies … we will keep at it until the job is done.” Reminds us...
