Federal Open Market Committee Meeting – January 2022
Source: BofA, Data as of 1/27/01 As expected, the Fed kept rates in the 0.00-0.25% range during the January meeting. Chairman Powell pointed to a high likelihood of a rate...
Asset Style Review Part 2: Small vs. Large
Last week, we covered the age old question of “Domestic vs. International”. Let’s make this a bit more intimate with a more recently debated topic, given the rally in...
Pathway for The Fed
Source: Bloomberg LP. As of 1/19/22. Markets have started off on a rough note to begin 2022. The fear of a reduction in market accommodation as the Fed pulls...
CPI Update Jan 2022
It’s been a big week for Chairman Powell as the Senate held his reconfirmation hearing on Tuesday and this morning (Wednesday) brought the release of the final inflation...
Another Hawkish Pivot
We’ve seen a notable switch in tone of Chairman Powell and many of the other Fed officials over the last couple meetings as they’ve tilted their tone to sound more hawkish...
Asset Style Review Part 1: Domestic vs. International
Over the next few weeks, I’m going to put out a series of analysis on 2021, hitting some of the bigger relative opportunity sets within the equity market: Week 1:...
Rearview to Windshield, January 2022
Developments over the Past Month: Monthly Recap: Do you believe in Santa Claus? The market obviously did, as December, which tends to be a seasonally strong month,...
How Valuations May Impact Financial Plans
Investors have often faced challenges in pursuing sufficient return. There have been times when stocks had risen to levels that squeezed out a chunk of their future returns....
FOMC December 2021 – Hawkish, but not Too Hawkish
Fed Doubles Taper to $30M a month, Signals Three 2022 Hikes in Inflation Pivot Source: Bloomberg LP. As of 12.15.21 As of 12.15.21 What Changed? The...
What Returns Can Bonds Deliver?
Investing Framework, How Are Returns Generated? The Aptus investing methodology revolves around a Yield + Growth +/- Multiple (Expansion/ Contraction) framework. The...
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