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...
by Brian Jacobs | Mar 13, 2024 | Blog, Investment Concepts
The narrative that U.S. equity markets are overpriced has gained traction amongst investors, particularly when headlines are dominated by the astronomical valuations of mega-cap tech stocks. Yet, this broad-brush view overlooks the more nuanced picture painted by the...
by David Wagner | Mar 4, 2024 | Blog, Market Updates
February ‘24 Market Recap: Helped by better-than-expected earnings, the S&P 500 (+5.3% total return) clocked a fresh high in Feb. But just 26% of stocks outperformed the index, similar to recent months, and 45% of the index’s gain came from four stocks:...
by Aptus PM Team | Feb 23, 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: Rate expectations have changed dramatically in a few short weeks Data as of 02.23.2024...
by Brian Jacobs | Feb 22, 2024 | Blog, Investment Concepts
A common debate in the world of investing revolves around the timing of market entries. While it is true that stocks can underperform cash, especially over shorter time frames, the long game tells a different story. In this post, by highlighting the consistent and...
