by David Wagner | May 31, 2023 | Macro Updates
With the NBA finals beginning, let’s heed some wisdom from the NBA G.O.A.T., Michael Jordan, who once said that the ceiling is the roof. Unfortunately, that wisdom proved to be wrong. Over the weekend, President Biden and Speaker McCarthy unveiled their compromise...
by David Wagner | Feb 23, 2023 | Blog, Macro Updates
I’m going to cut to the chase here – I’ve been reading a lot on the debt crisis here recently, especially after the Congressional Budget Office (“CBO”) released its latest Budget and Economic Outlook last week. This report projects the US fiscal and economic outlook...
by David Wagner | Jan 23, 2023 | Blog, Macro Updates
Unfortunately, we are about to talk politics – let’s rip the band aid off and dive in. The U.S. just hit its debt limit. Taking a Trip Down Memory Lane Essentially, the political environment in D.C. in ’11 is much like today – Dem. President / Dem....
by Aptus PM Team | Dec 21, 2023 | Market Updates
Who Is John Galt? In 1957, Ayn Rand, an anti-statist public intellectual, wrote her magnum opus – Atlas Shrugged. The best-selling dystopian novel depicted a United States devastated by excessive taxation and government regulation. At its core, Ayn Rand’s main...
by David Wagner | Aug 25, 2023 | Blog, Macro Updates
We’ve been fielding a few questions as to why higher rates have seemingly had no collateral damage on the economy except for a few banking failures back in March. Let’s hit on a few talking points. The data on the investment side of the economy tells a story of strong...
