by Marketing | Jul 27, 2023 | Appearances, Market Notes, Media Notes
On July 5, 2023, JD Gardner sat down with Meb Faber from Cambria Investment Management. The episode has an overarching theme that can be summarized by a quote from JD himself: “A strategy’s return is much less important than an investor’s return while exposed to the...
by John Luke Tyner | Jun 21, 2023 | Blog, Bonds
Source: Strategas as of 06.20.2023 Many of the underlying sources of inflation have cooled over the past year. Supply chains have improved, interest rate sensitive sectors are seeing slower growth, but is it enough to get to the fed’s 2% target? The...
by Aptus PM Team | Jun 9, 2023 | 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: As everyone knows, a tiny group of megacap tech carried stocks on their back into early June ...
by JD Gardner | Jun 5, 2023 | Market Updates
Stroke Play or Match Play For any non-golfers out there, match play is hole-by-hole scoring. Meaning, you play to win each hole individually. Your score from the prior hole is irrelevant to the next. In stroke play, it’s the cumulative total. Each hole...
by John Luke Tyner | Apr 13, 2023 | Blog, Bonds
Core CPI was in line with a softer shelter print (shelter/OER came in at 0.45%), but the headline was a little soft as energy declined, food was flat. The big question is how will the Fed view this number? Source: Macro84. As of 4/12/23. Core still at...
