by Aptus PM Team | Jun 21, 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: Dave: Bigger stocks have been rewarded with higher valuations Brad: and the dominance of the...
by Aptus PM Team | Jun 5, 2024 | Market Updates
Given the popularity of our weekly Market in Pictures, we thought it made sense to pick out a few and go into more detail with our PMs. In this edition, Dave and Brad will spend a few minutes on each of the following: History of 1st Half Strength in Equities...
by Aptus PM Team | May 3, 2024 | Market Updates
Given the popularity of our weekly Market in Pictures, we thought it made sense to pick out a few and go into more detail with our PMs. In this edition, Dave and John Luke will spend a few minutes on each of the following: Typical Market Drawdowns Q1 Earnings...
by Aptus PM Team | Apr 3, 2024 | Market Updates
For a more in-depth look into our market thoughts, please review our Quarterly Chartbook. Our 3 pointer video will cover the market backdrop and spend a few minutes on each of the following: Stocks and Bonds in Q1 Valuations and Up/Down Catalysts Historical Context...
by Aptus PM Team | Mar 6, 2024 | Market Updates
Given the popularity of our weekly Market in Pictures, we thought it made sense to pick out a few and go into more detail with our PMs. In this edition, Dave and John Luke will spend a few minutes on each of the following: Rate Expectations Market Concentration by...