by David Wagner | Aug 21, 2025 | Blog, Market Updates
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...
by Aptus PM Team | Jun 6, 2025 | Blog, Charts
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....
by Aptus PM Team | May 30, 2025 | Blog, Charts
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 earnings and the economy, to international comps and DC taxes and spending. Enjoy! John Luke: The S&P 500 has developed...
by Aptus PM Team | May 23, 2025 | Blog, Charts
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 rising yields and the economy, to earnings and tariffs and valuations. Enjoy! Beckham: Rising yields is not just a U.S....
by Marketing | Mar 21, 2025 | Market Notes, Media Notes
Mag 7, tech weakness is breeding new opportunities: Where to look
