Aptus 3 Pointers, April 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, April 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, April 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...

Rearview to Windshield, March 2024

February ‘24 Market Recap: Helped by better-than-expected earnings, the S&P 500 (+5.3% total return) clocked a fresh high in Feb. But just 26% of stocks outperformed the index, similar to recent months, and 45% of the index’s gain came from four stocks:...
Aptus 3 Pointers, April 2024

Aptus 3 Pointers, February 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: Earnings Update Projected Rate Cuts Market...