by Aptus PM Team | Dec 23, 2022 | Blog, Charts
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: JL: Markets are no longer buying the Fed’s hawkish story Data as of 12.16.2022 JL:...
by Aptus PM Team | Dec 19, 2022 | Blog, Market Updates
The Necessity to Focus on What Matters – One of the most influential things that we’ve all learned is that short-term events rarely matter. In the moment, they will feel like they do, but they simply will not add value over longer periods of time. This...
by Aptus PM Team | Dec 19, 2022 | Market Updates, Most Read
“O Muse!, Sing in me, and through me, tell the story, Of that skilled investor, in all ways of contending, An asset allocation, searching for alpha years on end…” An Invocation of Muse serves as a prologue of events to come, or an outlook in this case,...
by Aptus PM Team | Dec 16, 2022 | Blog, Charts
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: Dave: Earnings estimates held up into Q3 but are starting to fall at a decent clip Source: PSC as...
by Aptus PM Team | Dec 15, 2022 | Rebalance Rationales
Talking Points – Compounders Overview: The volatility during the year has presented us with a few opportunities to take advantage of depressed pricing in some high-quality companies. Not only did we find some great deals, these trades focus on executing...
