“People want earnings stability”

“People want earnings stability”

Recession-proof sectors have outperformed while energy has underperformed, says Aptus Capital’s Wagner     Disclosures   This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in...

The Market in Pictures, July 15

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why:   JL: History would indicate that the end of Fed tightening is a ways off   Data as of 07.06.22     Dave: Q2 earnings results may hold the...

The Market in Pictures, July 8

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why:   Dave: denominator a lot bigger but this bear is no joke, $14 trillion equity lost on paper   Source: Strategas as of 7/6/22     JL: 2022...

The Market in Pictures, July 1

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why:   Dave: there hasn’t been a single instance in 50 years of Fed Funds < CPI at the end of a tightening cycle   Source: Strategas as of 6/27/2022...