by David Wagner | Jun 30, 2023 | Blog, Market Updates
June ‘23 Market Recap: The banking fears of Q1 faded into an all-out Artificial Intelligence (“AI”) FOMO trade in Q2, as the S&P 500 returned 8.74%. Outside of AI, this quarter’s narrative was “Immaculate Disinflation”, which embodies falling inflation and stable...
by Aptus PM Team | May 19, 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: Dave: The debt ceiling remains a story for markets, here’s Morgan Stanley’s walkthrough of prior...
by Aptus PM Team | May 12, 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: Tough to see how inflation can get down to the Fed’s stated 2% target Source: Strategas...
by Aptus PM Team | Dec 19, 2022 | Blog, Market Updates
The Necessity to Focus on What Matters – One of the most influential things that we’ve all learned is that short-term events rarely matter. In the moment, they will feel like they do, but they simply will not add value over longer periods of time. This...
by Aptus PM Team | Sep 30, 2022 | Blog, Charts
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: Even the most experienced investors are experiencing something they’ve never seen, with bonds ...
