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 | Nov 7, 2023 | Market Updates
In our recent piece Enhancing Your (Portfolio) Engine, we walked through our logic: Own more stocks, in a risk-neutral way Embrace beta to capture the ups Use volatility to mitigate the downs We think the math behind that combo is a great recipe for successful client...
by Aptus PM Team | Nov 3, 2023 | 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: With earnings mostly flat, changing valuations and seasonality have driven a good bit of this...
![“This [Moody’s downgrade] is more of a shot across the bow for those investors that are getting complacent within this space”](https://aptuscapitaladvisors.com/wp-content/uploads/2020/10/reuters-6-logo-png-transparent-1080x675.png)
by Marketing | Aug 11, 2023 | Market Notes, Media Notes
Analysis-Moody’s warning on US banks a wake-up call for sanguine investors
