by Aptus PM Team | Apr 19, 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: Brad: Earnings among US stocks have continued to decline in recent months, though projections for next...
by Brian Jacobs | Apr 18, 2024 | Blog, Bonds, Investment Concepts
For decades, investors have treated bonds as a cornerstone of portfolio diversification, largely based on their performance during the late 20th century. From the early 2000s and through the 2010s, the often-negative correlation between stocks and bonds provided a...
by Aptus PM Team | Apr 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: John Luke: This week was mostly about inflation, with CPI Supercore running hot Source: MKM as of...
by Aptus PM Team | Mar 22, 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: John Luke: The market is finally in gear with the FOMC’s actual plans Source: Bianco as of...
by Aptus PM Team | Mar 15, 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: Brett: Equity valuations had been tied to interest rates in this cycle, but they’ve separated in recent...