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...
by Marketing | Aug 11, 2023 | Market Notes, Media Notes
Analysis-Moody’s warning on US banks a wake-up call for sanguine investors
by Marketing | Jul 27, 2023 | Market Notes, Media Notes
Meb Faber Show: Episode #491: JD Gardner – Bridging the Behavior Gap
by Marketing | Jun 28, 2023 | Market Notes, Media Notes
Wall Street investors grapple with how ‘last mile’ of U.S. inflation will play out