by David Wagner | Feb 1, 2024 | Blog, Market Updates
January ‘24 Market Recap → Good Start, Bad Breadth: Despite the S&P 500 rally, the equal-weighted S&P 500 fell 0.7% as breadth narrowed to just 34% (% of stocks ahead of S&P 500), a bottom 3rd percentile in history. The “Nifty 50” gained 3.0%,...
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 David Wagner | Jan 3, 2024 | Blog, Market Updates
December ’23 Market Recap: Investors enjoyed broad-based relief in the fourth quarter. After rising sharply in Q2 and Q3, rates peaked in the fourth quarter fueled by Powell’s pivot at the December FOMC meeting. Similarly, oil prices peaked in late September and...
by Aptus PM Team | Aug 25, 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: It’s unusual for stocks to rally when real yields are screaming higher Data as of...
by Aptus PM Team | Jul 14, 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 lagging broader market has finally picked itself up in recent weeks Beckham:...
