by Aptus PM Team | Jan 13, 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: Have we entered a new regime of how stocks and bonds interact? Source: Strategas as of...
by Marketing | Dec 26, 2022 | Market Notes, Media Notes
Energy stocks had a blowout performance this year. In 2023, the outlook is more uncertain Disclosures This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in this post is...
by Aptus PM Team | Dec 16, 2022 | 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: Earnings estimates held up into Q3 but are starting to fall at a decent clip Source: PSC as...
by Aptus PM Team | Dec 2, 2022 | 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: JL: This year stands alone in modern history, for its combination of stock / bond weakness Data as...
by Aptus PM Team | Nov 8, 2022 | Most Read, Rebalance Rationales
“What a year it has been” is an understatement for the performance of both risk and conservative assets so far in 2022. In 301 years, we are looking at the 4th worst return ever for government bonds through September. Source: BAML. As of 09/30/22 It has...