Rearview to Windshield, December 2022

November 2022 Market Recap: The S&P 500 bounce in November (+5.4%) occurred as the US yield curve inverted further as the 10 year treasury yields rallied. This is the second straight month of strong gains, as October returned +8.1%. It feels as if the market is...

Rearview to Windshield, November 2022

October 2022 Market Recap: The market ended the month +8.1% in October, as Q3 earnings season looks to be a complete redux of Q2 earnings season. There has been earnings weakness, but largely not as bad as feared in aggregate, while the market seems to be focused on...

The Market in Pictures, October 28

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:   John Luke: Fastest monetary tightening in decades   Source: Bianco as of 10.25.2022   John Luke: and...

The Market in Pictures, October 21

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:   John Luke: “Unprecedented” has been the word of the year in markets, pushing for another here as we reach 12...

Aptus Musings: Q3 2022 Earnings Preview

When someone says, “It’s football season”, Kentuckians, in their own dialect, instantaneously translate that to “Keeneland is about to open”. Even more exciting this year, the racetrack will be getting an extra weekend of fun with the ’22 Breeders Cup being raced the...