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...

Rearview to Windshield, December 2024

Market Recap – November 2024: The market boasted its best month of the year, as market bulls believe that President-elect Donald Trump is the nominal GDP growth candidate. In a way, the market took the exact playbook from Trump 1.0 in November 2016 and transcribed it...

Aptus Musings: Q3 2024 Earnings Recap

Given the breadth of questions that I’ve received on President-elect Trump’s cabinet picks I thought I’d start with some commentary. In my opinion, the market is not political. It doesn’t care about political views and rhetoric, suggested...