Rearview to Windshield, June 2022
Developments over the Past Month: The Beatings Will Continue Until Morale Improves: Markets wrapped up a volatile month of May exactly where it began. We started May at...
The Market in Pictures, June 3
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why: Dave: market selloffs of the past decade have repriced...
Well, QT is Finally Upon Us
We are beginning a new regime as the Fed moves to reduce the size of its balance sheet which has grown to nearly $9 Trillion. Since March 2020, the Fed has made more than...
Oil Market Update – Products Edition
In prior posts, we have written about the continued tightness in oil markets driven by (among other things) structural underinvestment in productive supply over the past...
The Strength of the Consumer
Right now, the consumer’s money in their wallet doesn’t jiggle jiggle, it folds. Everyone reading this has probably heard us continually state that the stock market is...
The Market in Pictures, May 27
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why: 1) JL: hard to believe Fed Funds rate is still only 1% given...
Municipal Bonds Looking More Attractive
Municipal bonds have been thrown out with the bathwater since the beginning of the year as the Fed gets serious about taming inflation and in turn the market pushing...
The Fed Getting Squeezed
* Fed Expected to Hike 50bps at Next Two Meetings. As you can see below, the odds on both are at 100%. Given the persistence of inflation, the Fed has been put into...
The Second Leg to Drop
First, I really wanted to touch base after yesterday’s price decline across indices – it was the worst day since June 2020. I know that I have been saying for quite some...
Equities in a Tightening Regime
We continue to understand that emotions are heightened in this current market – the volatility is real. Thus, we know that a lot of y’all are focusing on how to help your...
The opinions expressed herein are those of Aptus Capital Advisors (“Aptus”) and are subject to change without notice. Aptus reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs and there is no guarantee that their assessment of investments will be accurate. There is no guarantee that strategies or recommendations will equal or exceed any expectations or goals discussed.
The opinions expressed herein are those of Aptus Capital Advisors (“Aptus”) and are subject to change without notice.
Past performance is not indicative of future results. This material is not financial advice or an offer to sell any product. The information contained herein should not be considered a recommendation to purchase or sell any particular security. Forward looking statements cannot be guaranteed.
The content represented on this blog offers generalized research, not personalized investment advice. It is for informational purposes only and does not constitute a complete description of our investment services or performance. Nothing in this commentary should be interpreted to state or imply that past results are an indication of future investment returns. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with an investment & tax professional before implementing any investment strategy. Investing involves risk. Principal loss is possible.
The content represented on this blog or when a page is marked “Advisor Use Only” or “For Institutional Use”, the content is only intended for financial advisors, consultants, or existing and prospective institutional investors. These materials have not been written or approved for a retail audience or use in mind and should not be distributed to retail investors. Any distribution to retail investors by a registered investment adviser may violate the new Marketing Rule under the Investment Advisers Act. If you choose to utilize or cite material we recommend the citation, be presented in context, with similar footnotes in the material and appropriate sourcing to Aptus and/or any other author or source references. This is notwithstanding any considerations or customizations with regards to your operations, based on your own compliance process, and compliance review with the marketing rule effective November 4, 2022.
Aptus is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about Aptus including our investment strategies, fees and objectives can be found in our ADV Part 2, which is available at www.aptuscapitaladvisors.com or by calling 251.517.7198.
Aptus Capital Advisors, LLC is headquartered in Fairhope, Alabama.
Subscribe To Our Blog