Rearview to Windshield, May 2024

April ‘24 Market Recap – Staircase Up, Elevator Down: It was April showers as it was the worst month since September. April has given back much of the Q1 gains as 10-year Treasury yields increased from 4.2% to over 4.6%. S&P 500 has given back ~40%, Midcap ~70%,...

The Market in Pictures, May 3

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and the way they fit the unfolding puzzle of evidence: John Luke: Market hopes for imminent rate cuts continue to be dashed     Brad: but historically a Fed...

The Market in Pictures, April 26

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and the way they fit the unfolding puzzle of evidence: John Luke: Like savers vs. borrowers, there is a huge split right now between services and goods inflation...

The Market in Pictures, April 19

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and the way they fit the unfolding puzzle of evidence:   Brad: Earnings among US stocks have continued to decline in recent months, though projections for next...

Aptus Musings: Q1 2024 Earnings Preview

A repeated question that I’ve continued to receive is: What’s Going to Kill the Market Rally? In fact, this was the exact question I was asked on Fox Business’s Varney & Co this week. There’s been a lot of people stating: 1) Geopolitical Risks (queue Saturday...