The Market in Pictures, December 12

Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from Mag 7 to the rest, FOMC plans and bond yields around the globe, to inflation expectations and the economy. Hope you have a great...

The Market in Pictures, December 5

Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from rotating leaders to strong earnings, 2026 stories and FOMC impact, and the economy and inflation. Hope you have a great weekend!...

Rearview to Windshield, December 2025

Market Recap November 2025: November wrapped up with a choppy, but ultimately modest month for U.S. equities, as a late-month rally helped the S&P 500 claw back from an early-November slide and finish roughly flat to slightly positive on a total-return basis....

The Market in Pictures, November 28

Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from market selloffs to winners and losers, strong earnings to AI capex, and different ways to view the “K-shaped” economy. Hope you had...

Aptus Musings: Q3 2025 Earnings Review

Happy Thanksgiving! At the Wagner household, Arlo Guthrie’s 1967 20′ masterpiece, Alice’s Restaurant, is viewed as a Thanksgiving fan favorite, likely because I’m the only one living in the household. Enjoy. Much like in my beloved Bengals’...