{"id":237822,"date":"2025-02-28T13:15:38","date_gmt":"2025-02-28T18:15:38","guid":{"rendered":"https:\/\/aptuscapitaladvisors.com\/?p=237822"},"modified":"2025-02-28T16:01:26","modified_gmt":"2025-02-28T21:01:26","slug":"the-market-in-pictures-february-28","status":"publish","type":"post","link":"https:\/\/aptuscapitaladvisors.com\/the-market-in-pictures-february-28\/","title":{"rendered":"The Market in Pictures, February 28"},"content":{"rendered":"

Our team looks at a lot of research throughout the day. Here are a handful that we think are contributing to investor activity, from earnings to sentiment to the economy and comparisons of foreign markets to ours. Enjoy!<\/p>\n

 <\/p>\n

Brad:<\/strong> The correlation between individual stocks has fallen to extreme levels<\/em><\/p>\n

 <\/p>\n

\"\"Data as of 02.26.2025<\/p>\n

 <\/p>\n

 <\/p>\n

Brad:<\/strong> and it\u2019s not just small-caps driving the dispersion of returns, it\u2019s even true across the largest stocks<\/em><\/p>\n

 <\/p>\n

\"\"Data as of 02.26.2025<\/p>\n

 <\/p>\n

 <\/p>\n

Dave:<\/strong> The downside for earnings misses has far outweighted the upside for beats<\/em><\/p>\n

 <\/p>\n

\"\"<\/p>\n

 <\/p>\n

 <\/p>\n

Arch:<\/strong> probably feeding into the growing bearish sentiment amongst individual investors<\/em><\/p>\n

 <\/p>\n

\"\"Data as of 02.27.2025<\/p>\n

 <\/p>\n

 <\/p>\n

John Luke:<\/strong> Megacap techs have been popular targets of \u201covervaluation\u201d calls, but their valuation relative to the market is actually normalizing through strong earnings<\/em><\/p>\n

 <\/p>\n

\"\"<\/p>\n

 <\/p>\n

 <\/p>\n

Brian:<\/strong> and investors are getting more discriminating when it comes to company profitability<\/em><\/p>\n

 <\/p>\n

\"\"<\/p>\n

 <\/p>\n

 <\/p>\n

Joseph:<\/strong> with profit margins a primary driver of US equity dominance<\/em><\/p>\n

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

\"\"Source: Goldman Sachs as of 02.24.2025<\/p>\n

 <\/p>\n

 <\/p>\n

Brett:<\/strong> US consumers are feeling anxious about the outlook for jobs<\/em><\/p>\n

 <\/p>\n

\"\"Source: @thestalwart as of 02.25.2025<\/p>\n

 <\/p>\n

 <\/p>\n

Joseph:<\/strong> and weak results are showing up in many \u201csoft\u201d surveys, in contrast to stronger data for actual results<\/em><\/p>\n

 <\/p>\n

\"\"Data via @DanGreenhaus<\/p>\n

 <\/p>\n

 <\/p>\n

Beckham:<\/strong> and there\u2019s been no sign of such softness in real-world credit spreads <\/em><\/p>\n

 <\/p>\n

\"\"Source: Apollo as of 02.24.2025<\/p>\n

 <\/p>\n

 <\/p>\n

John Luke:<\/strong> The US economy has far outperformed its peers through the COVID era and beyond<\/em><\/p>\n

 <\/p>\n

\"\"Data as of January 2025<\/p>\n

 <\/p>\n

 <\/p>\n

Dave:<\/strong> which has not only increased earnings but widened valuation gaps between the US and foreign indices<\/em><\/p>\n

 <\/p>\n

\"\"Data as of 02.22.2025<\/p>\n

 <\/p>\n

 <\/p>\n

John Luke:<\/strong> For years, the price of gold followed closely along with real yields<\/em><\/p>\n

 <\/p>\n

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

 <\/p>\n

 <\/p>\n

John Luke:<\/strong> but in recent years, the price kept rising despite the rise in real yields<\/em><\/p>\n

 <\/p>\n

\"\"Data as of 02.27.2025<\/p>\n

 <\/p>\n

 <\/p>\n

JD:<\/strong> Younger buyers are getting squeezed out of the housing market by higher rates and higher prices<\/em><\/p>\n

 <\/p>\n

\"\"Source: Apollo as of 02.20.2025<\/p>\n

 <\/p>\n

 <\/p>\n

Beckham:<\/strong> but despite affordability challenges, the overall wealth in housing is still huge and growing<\/em><\/p>\n

 <\/p>\n

\"\"Source: Redfin as of January 2025<\/p>\n

 <\/p>\n

\u00a0<\/strong><\/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-2502-23. <\/em><\/p>\n","protected":false},"excerpt":{"rendered":"

Our team looks at a lot of research throughout the day. Here are a handful that we think are contributing to investor activity, from earnings to sentiment to the economy and comparisons of foreign markets to ours. Enjoy!   Brad: The correlation between individual stocks has fallen to extreme levels   Data as of 02.26.2025 […]<\/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":[132,120,696,179,330,316],"class_list":["post-237822","post","type-post","status-publish","format-standard","hentry","category-blog","category-charts","tag-earnings","tag-growth","tag-mag7","tag-markets","tag-mortgage","tag-rates"],"yoast_head":"\nThe Market in Pictures, February 28 - 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-february-28\/\" \/>\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, February 28 - Aptus Capital Advisors\" \/>\n<meta property=\"og:description\" content=\"Our team looks at a lot of research throughout the day. 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