by John Luke Tyner | May 21, 2025 | Blog, Bonds
Last Friday, Moody’s rating agency lowered the US credit rating from Aaa to Aa1 (their version of AA+). Technically, this doesn’t change the US’s overall credit rating because it was already split-rated AA+. This follows downgrades by S&P in 2011 and Fitch in...
by Brian Jacobs | May 19, 2025 | Blog, Investment Concepts
When investors evaluate fixed income strategies, the first question is usually about yield. What’s the income? What’s the payout? That focus is understandable. Yield is easy to measure, and there’s a certain comfort in seeing income show up regularly. But in taxable...
by Aptus PM Team | May 16, 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 the market bounce and poor sentiment, to earnings and the economy, to expectations for large vs. small stocks. Enjoy! ...
by Brian Jacobs | May 15, 2025 | Blog, Investment Concepts
Warren Buffett has never been shy about his skepticism toward Bitcoin. He’s famously called it “rat poison squared” and dismissed it as a non-productive asset. But at the 2025 Berkshire Hathaway annual meeting, his final as CEO, Buffett issued a series of warnings...
by David Wagner | May 14, 2025 | Blog, Market Updates
First, let’s touch base on Monday’s news: the US and China will temporarily lower tariffs on each other’s products in a move to cool trade tensions and give the world’s two largest economies three more months to resolve their differences. The combined 145%...
by Aptus PM Team | May 9, 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 hyperscalers to soft vs. hard economic data. Enjoy! Brad: Q1 sales and earnings have generally been better than...
