The Market in Pictures, June 21

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...
Aptus 3 Pointers, May 2024

Aptus 3 Pointers, May 2024

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...
Aptus 3 Pointers, May 2024

Aptus 3 Pointers, April 2024

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...
Aptus 3 Pointers, May 2024

Aptus 3 Pointers: Q1 Recap + Key Charts

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...
Aptus 3 Pointers, May 2024

Aptus 3 Pointers, March 2024

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...