Aptus Q4 2025 Newsletter: What About the Dufrenes?

Aptus Market Outlook: Be an American Psycho

As one of the most searing dissections of 1980s yuppie culture, American Psycho has become a movie with a cult following, as it depicts Patrick Bateman’s journey as a part-time Wall Street Vice President while being a full-time serial killer. American Psycho is a...

Rearview to Windshield, December 2025

Market Recap November 2025: November wrapped up with a choppy, but ultimately modest month for U.S. equities, as a late-month rally helped the S&P 500 claw back from an early-November slide and finish roughly flat to slightly positive on a total-return basis....

Aptus Musings: Q3 2025 Earnings Review

Happy Thanksgiving! At the Wagner household, Arlo Guthrie’s 1967 20′ masterpiece, Alice’s Restaurant, is viewed as a Thanksgiving fan favorite, likely because I’m the only one living in the household. Enjoy. Much like in my beloved Bengals’...

Aptus Musings: Furloughing the Tariffs

Bye weeks are huge. The Cincinnati Bengals had a bye week this past weekend; their defense needed it, our tailgate needed it, and I needed it. But, one of the biggest questions coming out of last week is simply if the Supreme Court is going to say “bye”,...