by Aptus PM Team | Jan 2, 2026 | Blog, Charts
Happy New Year. As we turn the page to 2026, the market landscape is a study in contrasts. Consumers who feel poor, but spend big. A tech sector that has reached a historic peak in dominance, but productivity shows signs of cooling. Concerns over growth, just as the...
![“They [Microsoft] had one of the best reports I’ve seen by any company in my 15 years of doing this”](https://aptuscapitaladvisors.com/wp-content/uploads/2025/08/The-Hill-logo-1080x675.png)
by Marketing | Aug 7, 2025 | Market Notes, Media Notes
Massive AI spending shows early payoff for Big Tech
by Marketing | Mar 21, 2025 | Market Notes, Media Notes
Mag 7, tech weakness is breeding new opportunities: Where to look
![“It’s hard to see [Google] escaping all of this unscathed”](https://aptuscapitaladvisors.com/wp-content/uploads/2023/08/Financial_Times_corporate_logo-1080x675.png)
by Marketing | Oct 16, 2024 | Market Notes, Media Notes
How a break-up of Google could transform tech
by Aptus PM Team | Aug 2, 2024 | 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: Beckham: It only took a week for markets to go from an 11% chance to a 72% chance of 50 bps of rate cuts...
