Aptus Musings: Making Sense of August 5th

I’d love to cut right to the chase, but many of today’s problems can be solved by proper allocation. It’s times like these that show why Aptus is built the way we are. We want to own More Stocks, Less Bonds, Remain Risk Neutral, so we can perform better in...

July FOMC: No Change But September Likely

As expected, the Fed kept the funds rate range unchanged at 5.25% – 5.50%, and while the tone of the statement was less hawkish, it didn’t overtly hint that a rate cut in September was a certainty. They did make some substantive changes to the statement...

The Market in Pictures, July 12

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: Maybe, just maybe, the near-term inflation concerns can be reduced   Source: Strategas as...