Rearview to Windshield, September 2025

Market Recap – August 2025: The market continued its monthly gain streak, as August had every single week during the month have a positive return. The market has been in a rising asset value environment around the world since April, with nearly every equity index at...

Aptus Musings: Q2 2025 Earnings Review

The big debate in the final weeks of Summer is whether the delayed bite of the Administration’s trade and tariff policy will matter more for financial markets than the offset from likely rate cuts, monetary policy and fiscal policy. Best we can tell, it’s the...

Rearview to Windshield, August 2025

Market Recap – July 2025: July was a great month for risk assets. Historically speaking, when July is a good performance month, it tends to be a strong signal for the remaining part of the year. But, even with a strong month, investors will likely be focusing on the...

Aptus Musings: A Musing of Musings

I’m a big believer that in this market, whatever narrative you go looking for, you’ll find it. It’s very rare to find data that is always one-sided and not conflicting. And that’s the exact scenario that we are currently in –...