Aptus Musings: 2022 Midterm Elections

In some ways, the midterm elections have been demoted in importance as investors have been concentrating on Federal Reserve policy. It has been well-documented how markets have fared during previous midterm election years. However, the macro backdrop is quite...

The Market in Pictures, October 14

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and how they help fill the puzzle of evidence:   John Luke: Looking out at some possible ranges for CPI over the next 3-6 months   Data as of 10.12.2022  ...
Everything is a DCF

Everything is a DCF

We are three quarters through 2022 and it’s been a tough year. We’ve weathered this market turmoil, but I’m fully aware being down ‘less’ is not something most investors view as a win.  Let’s recap what’s happened, while keeping our focus forward. The windshield...

Rearview to Windshield, October 2022

Developments Over the Past Month   Can you Hear the Fed Now? September 2022 Market Recap: At the end of September, the Fed removed any remaining doubt about its commitment to getting inflation under control. As a result, both bonds and stocks sold off sharply....