{"id":231781,"date":"2022-06-03T19:27:14","date_gmt":"2022-06-03T19:27:14","guid":{"rendered":"https:\/\/aptuscapitaladvisors.com\/?p=231781"},"modified":"2022-12-14T17:44:28","modified_gmt":"2022-12-14T17:44:28","slug":"the-market-in-pictures-june-3","status":"publish","type":"post","link":"https:\/\/aptuscapitaladvisors.com\/the-market-in-pictures-june-3\/","title":{"rendered":"The Market in Pictures, June 3"},"content":{"rendered":"<p>Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why:<\/p>\n<p>&nbsp;<\/p>\n<ol>\n<li><strong><em>Dave:<\/em><\/strong><em> market selloffs of the past decade have repriced equities to mid-teens PE ratios. This one not in that range yet, at least on a trailing basis<\/em><\/li>\n<\/ol>\n<p>&nbsp;<\/p>\n<p><em> <img loading=\"lazy\" decoding=\"async\" class=\"size-large wp-image-231793 aligncenter\" src=\"https:\/\/aptuscapitaladvisors.com\/wp-content\/uploads\/2022\/06\/Equity-PE-1024x616.png\" alt=\"\" width=\"1024\" height=\"616\" srcset=\"https:\/\/aptuscapitaladvisors.com\/wp-content\/uploads\/2022\/06\/Equity-PE-980x589.png 980w, https:\/\/aptuscapitaladvisors.com\/wp-content\/uploads\/2022\/06\/Equity-PE-480x289.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/em><\/p>\n<p style=\"text-align: center;\">Source: Strategas as of 5\/28\/2022<\/p>\n<p>&nbsp;<\/p>\n<ol start=\"2\">\n<li><strong><em>JD:<\/em><\/strong><em> Housing supply may be low but the rise in borrowing costs is amazing<\/em><\/li>\n<\/ol>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-large wp-image-231798 aligncenter\" src=\"https:\/\/aptuscapitaladvisors.com\/wp-content\/uploads\/2022\/06\/Mortgage-Rates-1-1024x760.png\" alt=\"\" width=\"1024\" height=\"760\" srcset=\"https:\/\/aptuscapitaladvisors.com\/wp-content\/uploads\/2022\/06\/Mortgage-Rates-1-1024x760.png 1024w, https:\/\/aptuscapitaladvisors.com\/wp-content\/uploads\/2022\/06\/Mortgage-Rates-1-980x727.png 980w, https:\/\/aptuscapitaladvisors.com\/wp-content\/uploads\/2022\/06\/Mortgage-Rates-1-480x356.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/p>\n<p style=\"text-align: center;\">Source: Bianco Research. As of 6\/2\/22<\/p>\n<p>&nbsp;<\/p>\n<ol start=\"3\">\n<li><strong><em>Joseph<\/em><\/strong><em>: energy still historically cheap, per GMO<\/em><\/li>\n<\/ol>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-231795 aligncenter\" src=\"https:\/\/aptuscapitaladvisors.com\/wp-content\/uploads\/2022\/06\/Energy-Valuations.png\" alt=\"\" width=\"499\" height=\"285\" srcset=\"https:\/\/aptuscapitaladvisors.com\/wp-content\/uploads\/2022\/06\/Energy-Valuations.png 499w, https:\/\/aptuscapitaladvisors.com\/wp-content\/uploads\/2022\/06\/Energy-Valuations-480x274.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 499px, 100vw\" \/><\/p>\n<p style=\"text-align: center;\">Source: GMO as of 3\/31\/2022<\/p>\n<p>&nbsp;<\/p>\n<ol start=\"4\">\n<li><strong><em>John Luke:<\/em><\/strong><em> 60\/40 total return by year shows 2022 in a league of its own so far<\/em><\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-231796 aligncenter\" src=\"https:\/\/aptuscapitaladvisors.com\/wp-content\/uploads\/2022\/06\/60-40-returns.png\" alt=\"\" width=\"624\" height=\"415\" srcset=\"https:\/\/aptuscapitaladvisors.com\/wp-content\/uploads\/2022\/06\/60-40-returns.png 624w, https:\/\/aptuscapitaladvisors.com\/wp-content\/uploads\/2022\/06\/60-40-returns-480x319.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 624px, 100vw\" \/><\/p>\n<p style=\"text-align: center;\">Source: DoubleLine Capital as of 5\/27\/2022<\/p>\n<p>&nbsp;<\/p>\n<ol start=\"5\">\n<li><strong><em>Brad<\/em><\/strong><em>: historical context for the upside possibility of the late May bounce<\/em><\/li>\n<\/ol>\n<p>&nbsp;<\/p>\n<p><strong> <img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-231797 aligncenter\" src=\"https:\/\/aptuscapitaladvisors.com\/wp-content\/uploads\/2022\/06\/Bear-Market-bounces.png\" alt=\"\" width=\"624\" height=\"361\" srcset=\"https:\/\/aptuscapitaladvisors.com\/wp-content\/uploads\/2022\/06\/Bear-Market-bounces.png 624w, https:\/\/aptuscapitaladvisors.com\/wp-content\/uploads\/2022\/06\/Bear-Market-bounces-480x278.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 624px, 100vw\" \/><\/strong><\/p>\n<p style=\"text-align: center;\">Source: Strategas as of 5\/31\/2022<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p><strong>Disclosures<\/strong><\/p>\n<p>&nbsp;<\/p>\n<p><em>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.<\/em><em>\u00a0<\/em><\/p>\n<p><em>This commentary 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 &amp; tax professional before implementing any investment strategy. Investing involves risk. Principal loss is possible.<\/em><em>\u00a0<\/em><\/p>\n<p><em>The S&amp;P 500\u00ae Index is the Standard &amp; Poor&#8217;s Composite Index and is widely regarded as a single gauge of large cap U.S. equities. It is market cap weighted and includes 500 leading companies, capturing approximately 80% coverage of available market capitalization.<\/em><\/p>\n<p><em>Advisory services are offered through Aptus Capital Advisors, LLC, a Registered Investment Adviser registered with the Securities and Exchange Commission. Registration does not imply a certain level or skill or training. More information about the advisor, its investment strategies and objectives, is included in the firm\u2019s Form ADV Part 2, which can be obtained, at no charge, by calling (251) 517-7198. Aptus Capital Advisors, LLC is headquartered in Fairhope, Alabama. ACA-2206-6.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why: &nbsp; Dave: market selloffs of the past decade have repriced equities to mid-teens PE ratios. This one not in that range yet, at least on a trailing basis &nbsp; Source: Strategas as of [&hellip;]<\/p>\n","protected":false},"author":8,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","content-type":"","inline_featured_image":false,"footnotes":""},"categories":[20,194,129],"tags":[201,202,192,200,199],"class_list":["post-231781","post","type-post","status-publish","format-standard","hentry","category-blog","category-charts","category-market-updates-blog","tag-60-40-portfolio","tag-bear-market-bounces","tag-energy-sector","tag-equity-valuations","tag-mortgage-rates"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>The Market in Pictures, June 3 - Aptus Capital Advisors<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/aptuscapitaladvisors.com\/the-market-in-pictures-june-3\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"The Market in Pictures, June 3 - Aptus Capital Advisors\" \/>\n<meta property=\"og:description\" content=\"Our team looks at a lot of research throughout each day. 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