Soft or Hard Landing… Which is It?
A Central Bank's place in an economy is to be the behind-the-scenes moderator of financial conditions. Here in the US, they specifically have two jobs: price stability and...
A Busy Stretch for Bond Market Participants
Fed Update Chairman Powell was before Congress this week and admitted several things: 1) rate hikes will not likely bring down cost of gas; 2) rate hikes will not likely...
The Market in Pictures, June 24
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why: John Luke: not hard to see what’s driving the equity...
A Plan Will Always Have Something Unexpected
A family member, a young boy yet to reach his 3rd birthday has inspired me and this piece. He went from a potential concussion to 3 weeks in the hospital, and today getting...
The Market in Pictures, June 17
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why: JL: by any measure, the inflation picture is different...
Aptus Musings: Fed Up With Inflation
Obviously, yesterday’s news regarding the market was all about the Fed. Just a few weeks ago, it seemed very unrealistic that the market would get a 75bp hike in June. Yet,...
May CPI Forcing the Fed’s Hand
Peak Inflation… Think Again! Source: Bianco Research. As of 6/10/22 CPI rose 1.0% MoM and 8.6% YoY (a new high) in May. The core CPI again surged 0.6% MoM and...
Valuations Matter
The returns witnessed by investors over the past few years have been an outlier. Entering the year, the 3-year annualized return for the S&P 500 was ~25% with the U.S....
The Market in Pictures, June 10
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why: 1) JD: this stayed on the "anti-correlation" side for a...
Portfolio Veggies
A post I wrote when my kids were a bit younger...events change but the prescriptions remain intact: Every advisor wants the same from their clients…save more money,...
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