{"id":237356,"date":"2024-12-06T13:14:21","date_gmt":"2024-12-06T18:14:21","guid":{"rendered":"https:\/\/aptuscapitaladvisors.com\/?p=237356"},"modified":"2024-12-06T15:36:56","modified_gmt":"2024-12-06T20:36:56","slug":"the-market-in-pictures-december-6","status":"publish","type":"post","link":"https:\/\/aptuscapitaladvisors.com\/the-market-in-pictures-december-6\/","title":{"rendered":"The Market in Pictures, December 6"},"content":{"rendered":"

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:<\/p>\n

\u00a0<\/strong><\/p>\n

Dave:<\/strong> 2022 seems like a generation ago, historic in a different way<\/em><\/p>\n

 <\/p>\n

\"\"Source: Strategas as of 11.30.2024<\/p>\n

 <\/p>\n

 <\/p>\n

Dave:<\/strong> and the basement-dwellers of 2022 became the superstars of 2023 and 2024 <\/em><\/p>\n

 <\/p>\n

\"\"<\/p>\n

 <\/p>\n

 <\/p>\n

Beckham:<\/strong> Not only has 2024 been a spectacular year for stocks, it hasn\u2019t really tested investors with selloffs<\/em><\/p>\n

 <\/p>\n

\"\"Source: Strategas as of 12.02.2024<\/p>\n

 <\/p>\n

 <\/p>\n

Brett:<\/strong> but in general, investors should be prepared for the larger drawdowns that come with owning stocks<\/em><\/p>\n

\u00a0<\/em><\/p>\n

\"\"<\/p>\n

\u00a0<\/em><\/p>\n

 <\/p>\n

JD:<\/strong> The rally may have caught strategists flat-footed in 2024 <\/em><\/p>\n

 <\/p>\n

\"\"Data as of December 2023<\/p>\n

 <\/p>\n

 <\/p>\n

JD:<\/strong> but they\u2019re doing their best to prepare for good times in 2025!<\/em><\/p>\n

 <\/p>\n

\"\"Data as of November 2024<\/p>\n

 <\/p>\n

 <\/p>\n

Dave:<\/strong> The strength of 2024 sets a high bar for the S&P 500 in 2025<\/em><\/p>\n

 <\/p>\n

\"\"<\/p>\n

 <\/p>\n

 <\/p>\n

Joseph:<\/strong> but that doesn\u2019t mean there aren\u2019t areas of the market that offer better value than in the past<\/em><\/p>\n

 <\/p>\n

\"\"Source: Raymond James as of 12.05.2024<\/p>\n

 <\/p>\n


\nJohn Luke:<\/strong> Investors are also looking overseas for better value, but that\u2019s been a tough game in recent years<\/em><\/p>\n

 <\/p>\n

\"\"Data as of 12.02.2024<\/p>\n

 <\/p>\n


\nBrad:<\/strong> which also translates at the sector level<\/em><\/p>\n

 <\/p>\n

\"\"Data as of 11.27.2024<\/p>\n

 <\/p>\n


\nBrian:<\/strong> The greater force in U.S. market dominance has been a relentless march higher in profits<\/em><\/p>\n

 <\/p>\n

\"\"Source: Aptus as of November 2024<\/p>\n

 <\/p>\n

 <\/p>\n

Arch:<\/strong> driven in recent years by superior productivity among U.S. workers<\/em><\/p>\n

 <\/p>\n

\"\"Data as of November 2024<\/p>\n

 <\/p>\n

 <\/p>\n

John Luke:<\/strong> The fate of non-US stocks has recently been tied to US rate movements<\/em><\/p>\n

\u00a0<\/em><\/p>\n

\"\"Source: DataTrek as of 12.02.2024<\/p>\n

 <\/p>\n

John Luke:<\/strong> this despite most countries making their own significant progress in getting inflation back to acceptable levels<\/em><\/p>\n

 <\/p>\n

\"\"Source: OECD as of November 2024<\/p>\n

 <\/p>\n

 <\/p>\n

Brad:<\/strong> Cash has historically been a huge drag for investors, with the impact compounding over longer periods<\/em><\/p>\n

 <\/p>\n

\"\"Data as of January 2024<\/p>\n

 <\/p>\n

 <\/p>\n

John Luke:<\/strong> and with our Federal Reserve becoming one of the larger holders of our debt, cash is unlikely to be helpful in the future either<\/em><\/p>\n

 <\/p>\n

\"\"Source: JP Morgan as of November 2024<\/p>\n

 <\/p>\n

 <\/p>\n

 <\/p>\n

Disclosures<\/strong><\/h5>\n

 <\/p>\n

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><\/p>\n

Projections or other forward-looking statements regarding future financial performance of markets are only predictions and actual events or results may differ materially.<\/em><\/p>\n

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 & tax professional before implementing any investment strategy. Investing involves risk. Principal loss is possible.<\/em><\/p>\n

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-2412-10. <\/em><\/p>\n","protected":false},"excerpt":{"rendered":"

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: \u00a0 Dave: 2022 seems like a generation ago, historic in a different way   Source: Strategas as of 11.30.2024     Dave: and the basement-dwellers […]<\/p>\n","protected":false},"author":8,"featured_media":0,"comment_status":"closed","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],"tags":[84,132],"class_list":["post-237356","post","type-post","status-publish","format-standard","hentry","category-blog","category-charts","tag-bonds","tag-earnings"],"yoast_head":"\nThe Market in Pictures, December 6 - 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-december-6\/\" \/>\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, December 6 - Aptus Capital Advisors\" \/>\n<meta property=\"og:description\" content=\"Our team looks at a lot of research throughout each day. 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