by David Wagner | Mar 8, 2024 | Equity Research
Topics for this Musing: Quick Market Commentary Stock of the Quarter Before I start, please remember that we do great individual stock work for concentrated positions of clients. I have opinions and convictions that I’m more than willing to spew. We were very...
by Aptus PM Team | Jan 12, 2024 | Blog, Charts
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: Beckham: Equity valuations have done their usual post-low lift from late 2022, it now seems to be on...
by Aptus PM Team | Oct 13, 2023 | Charts
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: Beckham: Earnings estimates show a turn, with the cuts now in the rearview mirror Data as of...
by Aptus PM Team | Sep 29, 2023 | Blog, Charts
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: Dave: The story of the past year has been real rates exploding from negative territory into positive...
by Aptus PM Team | Sep 22, 2023 | Blog, Charts
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: The midpoint of the neutral policy rate hasn’t moved, but a few members have moved their...
