by David Wagner | Sep 5, 2022 | Blog, Market Updates
Developments Over the Past Month As the summer comes to a close, it’s worth looking back to Memorial Day for perspective. Equities have been largely flattish and extremely volatile since late May, credit spreads have been flattish, bond yields have trended...
by David Wagner | Aug 8, 2022 | Blog, Macro Updates
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...
by Aptus PM Team | Aug 5, 2022 | Blog, Charts
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...
by David Wagner | Jan 21, 2022 | Blog, Market Reviews
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...
