by Aptus PM Team | May 22, 2026 | Blog, Charts
Our research team parses a vast amount of institutional data and market research daily to isolate the key signals that matter. This week’s selection highlights a structural regime change in inflation, a fundamentally anchored equity rally, and the unprecedented scale...
by Aptus PM Team | May 1, 2026 | Blog, Charts
Our team looks at a lot of research throughout the day. Here are a handful of charts we think are good summations of investor activity, from a stellar earnings season to high dispersion, FOMC debate and energy (non) impact, to the benefits of owning innovation. Have a...
by Aptus PM Team | Sep 6, 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: Brian: Despite a rough start to the decade, US growth has actually exceeded pre-COVID projections ...
by Aptus PM Team | Apr 26, 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: Like savers vs. borrowers, there is a huge split right now between services and goods inflation...
by David Wagner | Mar 8, 2024 | Equity Research
Topics for this Musing: Quick Market Commentary Stock of the Quarter Before I start, please remember that we do great individual stock work for concentrated positions of clients. I have opinions and convictions that I’m more than willing to spew. We were very...