The Market in Pictures, December 12

Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from Mag 7 to the rest, FOMC plans and bond yields around the globe, to inflation expectations and the economy. Hope you have a great...

The Market in Pictures, October 10

Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from money supply to inflation and rates, low quality and high quality businesses, and expectations for earnings and stocks going into...

The Market in Pictures, October 3

Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from buzzy stocks to profit margins, to data centers and a solid economy, to weak housing and limited equity supply. Have a great...

Aptus Musings: Q2 2025 Earnings Review

The big debate in the final weeks of Summer is whether the delayed bite of the Administration’s trade and tariff policy will matter more for financial markets than the offset from likely rate cuts, monetary policy and fiscal policy. Best we can tell, it’s the...

The Market in Pictures, June 6

Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from rare timing setups and market breadth to the economy, earnings, and US/foreign market exposures. Enjoy!   Tariff Tantrum vs....