by Aptus PM Team | Dec 9, 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: It’s been a year of really high day-to-day volatility Source: Strategas as of 12.07.2022...
by JD Gardner | Nov 3, 2022 | Market Updates
4% yields look attractive. Are they? Rate Environment We are writing this on 11/2/2022 as markets await the 1pm CST FOMC (Federal Open Market Committee) statement followed by Chairman Powell’s press conference. Another 75bps hike seems to be a given. ...
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 ...
by David Wagner | Sep 26, 2022 | Blog, Macro Updates
Many of y’all have heard my D + G spiel regarding the S&P 500’s P/E compressing from 21.5x (Dec ’21) to 16x currently, all while the risk premium has actually tightened. In other words, the cheapening of the P/E simply reflects the reality of higher real interest...
by Aptus PM Team | Sep 9, 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: Dave: Traditional diversification has not helped most portfolios in 2022 Source: PSC as of 09.06...
