by David Wagner | Sep 3, 2024 | Blog, Market Updates
August Witnessed Some Fireworks at the Onset, But It Quickly Waned: The month of August was highlighted by the unwinding of the “Japanese Carry Trade”. As of right now, there were no “aftershocks” from the August 5th event. In VIX terms, it opened the month at 16,...
by David Wagner | Aug 6, 2024 | Blog, Market Updates
I’d love to cut right to the chase, but many of today’s problems can be solved by proper allocation. It’s times like these that show why Aptus is built the way we are. We want to own More Stocks, Less Bonds, Remain Risk Neutral, so we can perform better in...
by David Wagner | Aug 5, 2024 | Blog, Market Updates
July ‘24 Market Recap + Some August: Political fireworks and a dramatic rotation from large to small cap dominated the headlines over the past month. But, more recently to start August, the market went from “soft landing” to “late cycle” very quickly: Earnings:...
by David Wagner | Jul 23, 2024 | Blog, Macro Updates
Multiple clients have asked for thoughts regarding President Joe Biden’s exit from the upcoming election, and its effect on the markets (I hear that “investor” listed at the top is pretty cool). As many of you know, these musings are like a piano...
by David Wagner | Jul 16, 2024 | Blog, Market Updates
Before we get into the topic du jour, let’s hit on a few things: Joseph Sykora, CFA, Head of Private Investments at Aptus, sent out an awesome quote this morning: “Equities aren’t offering a great deal of insight either. The stock market isn’t the economy,...
