Aptus Musings: Q1 2023 Earnings Recap

I broke a 2 year tradition: I was unable to get a musing out on George Strait’s birthday (D.O.B: 5/18/1952). He turned everyone’s favorite golf score, 71 – also the score booked by Michael Block in this past weekend’s PGA Championship. Two-part commentary this week:...

The Market in Pictures, May 5

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  ...

Rearview to Windshield, May 2023

April ‘23 Market Recap; Despite elevated macro and micro uncertainty, the S&P 500 rallied 1.5% in April. Keeping with positive correlation, fixed income continues to trade in the same direction as equities. The recent sharp decline in equity market breadth also...

The Market in Pictures, April 28

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:   Brad: The recession playbook has mostly filled in and markets seem to be adjusting   Source:...