Aptus Musings: Thoughts Around Earnings

Simply put, most market pundits were probably too pessimistic on the future earnings picture in the U.S. – at least for this quarter. I believe that corporate earnings surprised a lot of people – there was broad-based strength in the Mega-Caps, the most cyclical areas...

The Market in Pictures, August 5

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why:   Brad: Earnings continue to be solid for S&P companies, sales even stronger   Source: Strategas as of 08.01.2022   Dave: … that...

Asset Style Review Part 2: Small vs. Large

Last week, we covered the age old question of “Domestic vs. International”. Let’s make this a bit more intimate with a more recently debated topic, given the rally in cyclicals –Small v. Large. Many of y’all have heard my spiel on this numerous times –get ready for it...