Rearview to Windshield, March 2025

During the month, it felt as if the animal spirits coming out of the election had finally been disrupted by what is perceived to be a certain hyperactivity in Washington when it came to tariffs and, in my opinion, to a lesser extent, the implications of the...

The Market in Pictures, February 28

Our team looks at a lot of research throughout the day. Here are a handful that we think are contributing to investor activity, from earnings to sentiment to the economy and comparisons of foreign markets to ours. Enjoy!   Brad: The correlation between individual...

Aptus Musings: Q4 2024 Earnings Results

Hope that everyone has been enjoying some warmer weather this past week. It was a tough winter; the U.S. has been experiencing its coldest winter in ~15 years and amongst the coldest in over 100 years across large swaths of the country, while the Flu season is likely...

The Market in Pictures, February 21

Our team looks at a lot of research throughout the day. Here are a handful that we think are contributing to investor activity, from earnings to tariffs to market breadth and comparisons of foreign markets to ours. Enjoy!   Beckham: It’s not just megcap tech...

The Market in Pictures, February 14

Our team looks at a lot of research throughout the day. Here are a handful that we think are contributing to investor activity , from rate expectations to growth drivers to government spending and comparisons of foreign markets to ours. Enjoy!   Inflation and...