by Aptus PM Team | Dec 16, 2022 | 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: Earnings estimates held up into Q3 but are starting to fall at a decent clip Source: PSC as...
by Aptus PM Team | Nov 11, 2022 | 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: JL: stock prices have generally tracked earnings revisions this year, with a clear bias towards...
by Aptus PM Team | Jul 8, 2022 | Blog, Charts
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why: Dave: denominator a lot bigger but this bear is no joke, $14 trillion equity lost on paper Source: Strategas as of 7/6/22 JL: 2022...
by Aptus PM Team | Jul 1, 2022 | Blog, Charts
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why: Dave: there hasn’t been a single instance in 50 years of Fed Funds < CPI at the end of a tightening cycle Source: Strategas as of 6/27/2022...
