by Aptus PM Team | Jun 6, 2025 | Blog, Charts
Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from rare timing setups and market breadth to the economy, earnings, and US/foreign market exposures. Enjoy! Tariff Tantrum vs....
by Aptus PM Team | Jun 2, 2025 | Market Updates
“Given the popularity of our weekly Market in Pictures, we started the habit of picking out a few and going into more detail with our PMs. In this edition, John Luke and Dave spend a few minutes on each of the following: Follow Through from April Lows...
by Aptus PM Team | May 30, 2025 | Blog, Charts
Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from earnings and the economy, to international comps and DC taxes and spending. Enjoy! John Luke: The S&P 500 has developed...
by Aptus PM Team | May 29, 2025 | Rebalance Rationales
In this rebalance, we’re tackling a challenge that has become especially acute in recent months: insufficient return potential in bonds. While credit spreads are meant to compensate investors above the risk-free rate of Treasuries, the current compensation is even...
by Aptus PM Team | May 23, 2025 | Blog, Charts
Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from rising yields and the economy, to earnings and tariffs and valuations. Enjoy! Beckham: Rising yields is not just a U.S....
