by David Wagner | Jul 20, 2023 | Blog, Macro Updates
Before we dive in, if anyone needs any of our quarterly newsletters, presentations, updates, etc., feel free to reach out. Also, if anyone would like a quarterly market update call – hit me directly ([email protected]). We have a lot of very thought-provoking commentary on...
by David Wagner | Apr 19, 2023 | Blog, Macro Updates
On the radio last week, I heard a classic John Prine song that had the following (slightly tweaked) lyric: “a clown puts his makeup on upside down, so even when he smiles, he wears a frown”. It’s actually a pretty funny song if you listen to the lyrics. I think it...
by Aptus PM Team | Mar 24, 2023 | Blog, Charts
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: The market sure seems to think the Fed is done hiking Source: Bianco as of 03.22.2023...
by David Wagner | Feb 14, 2023 | Blog, Macro Updates
Q4 ’22 Earnings Season Given current levels of Nominal GDP (+7.3% YoY) & Real GDP (+2.1% YoY), it appears that a recession has been delayed, but the market has begun to witness an EPS downturn. Almost 85% of the S&P 500 constituents have reported...
by Aptus PM Team | Dec 9, 2022 | Blog, Charts
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: Dave: It’s been a year of really high day-to-day volatility Source: Strategas as of 12.07.2022...
