Aptus Q2 2024 Newsletter

Aptus Q2 2024 Newsletter

There Have Been More Ladders than Chutes this Year   The children’s game, Chutes and Ladders, originated in ancient India by Buddhists to teach children that the path to righteousness was difficult and riddled with temptation. In its original form, called...

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, April 5

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: After this week’s data and Fedspeak, it’s now a toss-up for markets whether the first rate cut...

Rearview to Windshield, April 2024

March ‘24 Market Recap: The S&P 500 returned 10.6% in Q1, on a combination of two very powerful forces; dovish central banks and a continued broadening of the AI narrative. The S&P 500 rallied for the fifth straight month in March (a 99th percentile return, in...

The Market in Pictures, March 29

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:   Brett: It’s been a historic equity rally these past few months, here’s where this one sits relative to...