by David Wagner | Mar 7, 2025 | Equity Case Studies, Equity Research, Research Reports
Before we highlight one of the Aptus Compounder’s holdings (15-stock, high-conviction strategy – shoot me an email if you have any questions on this unpackaged SMA strategy), let’s touch base on two things today: Given the recent volatility, if you have...
by David Wagner | Mar 4, 2025 | Blog, Market Updates
During the month, it felt as if the animal spirits coming out of the election had finally been disrupted by what is perceived to be a certain hyperactivity in Washington when it came to tariffs and, in my opinion, to a lesser extent, the implications of the...
by David Wagner | Feb 28, 2025 | Blog, Market Updates
Hope that everyone has been enjoying some warmer weather this past week. It was a tough winter; the U.S. has been experiencing its coldest winter in ~15 years and amongst the coldest in over 100 years across large swaths of the country, while the Flu season is likely...
by David Wagner | Feb 7, 2025 | Blog, Market Updates
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);...
by David Wagner | Feb 5, 2025 | Blog, Market Updates
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...
