“Simple beats complex”

“Simple beats complex”

Recession ‘with a small r,’ then ‘resiliency’ and a mild recovery     Disclosures   This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in this post is...

Aptus Musings: Q4 2022 Earnings Preview

It’s showtime baby! As many of y’all are aware, Q4 earnings season tends to be a bit longer than the others, as it takes a little while longer for companies to close the books on their year-end. We expect earnings to take the center stage going forward, where...

The Market in Pictures, December 23

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:   JL: Markets are no longer buying the Fed’s hawkish story   Data as of 12.16.2022     JL:...