The Market in Pictures, August 21

Our team looks at a lot of research throughout the day. Here are a handful of charts we think are good summations of investor activity, from a market full of dispersion, to an AI boom driving an infrastructure buildout, a consumer who keeps spending, and a bond market...

Aptus Musings: Q2 2026 Earnings Recap

TLDR: Earnings were great. I considered using only a picture book to depict this past quarter’s earnings results because words simply can’t do it justice … and I’ve used a lot of words in my most recent Musings. Let’s touch on the...

The Market in Pictures, August 14

Our team looks at a lot of research throughout the day. This week’s charts weigh a rate-and-calendar risk creeping back into focus against an earnings and labor backdrop still doing the heavy lifting, with the AI buildout showing no signs of slowing. Have a...