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 JD Gardner | Apr 4, 2023 | Market Updates
Decisions are easier to make if conviction of outcome is high, and/or the tradeoff profile is attractive enough. Even if (you think) you know the outcome of an event, if the tradeoff profile is poor then what? Let’s use a real-time example: Given that it’s the NCAA...
by Aptus PM Team | Mar 24, 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: John Luke: The market sure seems to think the Fed is done hiking Source: Bianco as of 03.22.2023...
by John Luke Tyner | Mar 21, 2023 | Blog, Bonds
Municipal Spreads are Lacking Luster Spreads on short municipal paper (10yrs and in) are well inside their historic averages. Source: UBS. As of March 17th, 2023. Municipal Supply Remains Tight The expected muni supply coming to market is...
by Aptus PM Team | Mar 17, 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: Derek: Hopefully the first and last time we need to share SIVB charts, but in hindsight it stood out...
