The Market in Pictures, August 7

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 continuing bull market, to rising earnings and margins, a global revenue surge led by AI spending, and economic data making...

Rearview to Windshield, August 2026

Equity Recap – The Year Has Been a Great Lesson in Resilience: In July 2026, equity markets experienced a sharp internal rotation as investors pulled back from high-flying mega-cap tech and AI trades, favoring defensive, value, and quality equities instead. While the...

Aptus Musings: Q2 2026 Earnings Preview

First, it’s been a longstanding tradition for me to always send out Ronald Reagan’s Soldier’s Pledge on the 4th of July… I’m just a little (lotta) late this year. It’s a great reminder that it’s always a great time to be an American. Second, please send some...