Aptus Musings: Not So Tarif-Fying?

We’re one month down, with 11 months to go and let me tell you, there was a lot to digest in January. Week 1: Rates moving off of a hard landing narrative due to a strong Non-Farm Payrolls (“NFP”); Week 2: Goldilocks Vibe (lighter-than-expected CPI);...

Rearview to Windshield, February 2025

Market Recap – January 2025: It was a very interesting month, as the market navigated a slew of headlines that, at first glance, seemed to be potential negative game changers for the market. 1) Threat of tariffs, and 2) Ramifications of DeepSeek. Yet, the market...

Rearview to Windshield, January 2025

Market Recap – December 2024: The rally in stocks in 2023 was driven, mostly, by hope of market friendly events: The end of rate hikes and start of rate cuts, the economy slowing to a soft, not hard, landing, AI profit explosions and positive geopolitical resolutions....
Market Outlook 2025: Airplane!

Market Outlook 2025: Airplane!

Aptus Capital Market Outlook: Stocks for the Long Haul? Surely You Can’t Be Serious. I Am, and Don’t Call Me Shirley   The movie Airplane! is sophomoric, obvious, predictable, corny, and quite often very funny. And the reason it’s funny is simply because...