Rearview to Windshield, February 2026

Market Recap → A Month of Headline Digestion: The theme of January is perhaps best captured in how the black swan events that cropped up— Venezuela, Japan, Greenland—were unable to derail the cyclical and secular momentum that has been driving stocks for much of the...

Aptus Musings: Q4 2025 Earnings Preview

The pace of change these days, whether it’s technology or geopolitics, is absolutely stunning: Maduro, Greenland, Venezuela, Lisa Cook, Powell, etc. The factors, the stocks, the sectors, are moving at warp speed under the S&P 500. In a nutshell, financial assets...

Rearview to Windshield, January 2026

Market Recap December 2025: U.S. and global equities posted solid full-year gains in 2025, but the ride was much choppier than the headline returns suggest, with multiple 5–10% pullbacks clustered around policy and geopolitical shocks. Large-cap U.S. growth and tech...
Aptus Q4 2025 Newsletter: What About the Dufrenes?

Aptus Market Outlook: Be an American Psycho

As one of the most searing dissections of 1980s yuppie culture, American Psycho has become a movie with a cult following, as it depicts Patrick Bateman’s journey as a part-time Wall Street Vice President while being a full-time serial killer. American Psycho is a...