by Aptus PM Team | May 5, 2023 | 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: Demand for labor continues to surpass economist expectations Data as of 05.05.2023 ...
by JD Gardner | Dec 6, 2022 | Market Updates
A quick reminder, the formula for generating investment returns looks like this: Return = Yield + Growth +/- Valuation Change Here’s the graphic showing each of the 3 potential drivers of return, broken out with annualized return of each component, by...
by John Luke Tyner | Sep 2, 2022 | Blog, Bonds
The balance sheets of global central banks have grown drastically in the last 15 years. The United States balance sheet alone grew from ~$4 trillion to ~$9 trillion over the pace of 2 years during the pandemic. The surge in liquidity has had a drastic effect on...
by David Wagner | May 20, 2022 | Blog, Macro Updates, Market Updates
We continue to understand that emotions are heightened in this current market – the volatility is real. Thus, we know that a lot of y’all are focusing on how to help your clients Think Well and we love that. But, being a wildcard, I’m going to take this musing in a...
