The Market in Pictures, April 5

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and the way they fit the unfolding puzzle of evidence:   Beckham: After this week’s data and Fedspeak, it’s now a toss-up for markets whether the first rate cut...
Aptus 3 Pointers: Q1 Recap + Key Charts

Aptus 3 Pointers: Q1 Recap + Key Charts

For a more in-depth look into our market thoughts, please review our Quarterly Chartbook.  Our 3 pointer video will cover the market backdrop and spend a few minutes on each of the following: Stocks and Bonds in Q1 Valuations and Up/Down Catalysts Historical Context...
Aptus 3 Pointers: Q1 Recap + Key Charts

Winning the Race

Our favorite fund manager David Dredge made a return visit to the Macro Hive podcast, and again it was a joy to hear him discuss better ways to pursue compounding wealth. Two years ago we wrote Protect and Participate to share our common thinking about the investment...

The Market in Pictures, March 29

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and the way they fit the unfolding puzzle of evidence:   Brett: It’s been a historic equity rally these past few months, here’s where this one sits relative to...

The Market in Pictures, March 22

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and the way they fit the unfolding puzzle of evidence:   John Luke: The market is finally in gear with the FOMC’s actual plans   Source: Bianco as of...