by David Wagner | Jul 19, 2022 | Blog, Macro Updates
What an awesome 150th British Open this past weekend at St. Andrews! For those following, it was an interesting week for the players at “The Old Course”, as this is the first major since a lot of drama went down regarding the formation of the Saudi Arabian-backed golf...
by David Wagner | Jul 12, 2022 | Equity Research
It’s no secret that the S&P 500 is off to one of its worst starts ever. With price data only going back to 1927, the first six months have produced the fourth worst start to any year on record, only beating 1932, 1962, and 1970. During this stretch, the more...
by David Wagner | Jul 12, 2022 | Blog, Market Updates
The market is learning that the economic cure of last year is now quickly becoming the cause for something else. The ramifications of unprecedented fiscal and monetary responses employed to combat a recession during the global pandemic should not come as a surprise to...
by David Wagner | Jul 5, 2022 | Blog, Market Updates
Developments Over the Past Month The U.S. Officially Entered into a Bear Market: The S&P 500 has officially entered a bear market, marking the 27th bear market since 1929 (20%+ peak-to-trough decline without a 20% rally). Historically, bear markets have...
by David Wagner | Jun 29, 2022 | Equity Case Studies, Equity Research, Research Reports
It’s been quite some time since we highlighted a single stock in our Aptus Compounders sleeve. To be quite honest, it makes complete sense given the level of market uncertainty here. We know that volatility creates opportunities – especially in the equity world, as...
