by David Wagner | Apr 20, 2022 | Blog, Market Reviews
Q1 2022 Earnings Preview Earnings season started last week with JP Morgan (“JPM”) and a slew of other banks, and given the early tone, this earnings season could be underwhelming as we did not witness the outsized beats we have become accustomed to over the last year....
by David Wagner | Apr 4, 2022 | Blog, Market Reviews
Developments over the Past Month Monthly Recap: March was a tale of two different periods (see below). The first quarter was one of the worst on record for the collective performance of stocks and bonds, with the latter worse than the former. This makes sense...
by David Wagner | Mar 31, 2022 | Blog, Macro Updates
This Aptus Musing will piggy-back John Luke’s take on the yield curve inversion. As we all know, it’s one thing to know what is going on in the market, but another to know how to position off of it. Given that every situation tends to be slightly different, the...
by David Wagner | Mar 28, 2022 | Blog
Ride Wit Me – Copart, Inc. As fundamental analysts, we need to do the work – we need to roll up our sleeves and get our hands dirty. We don’t solely rely on sell-side analysts’ expectations, price targets, etc. If Nelly, the rapper, was a sell side...
by David Wagner | Mar 15, 2022 | Blog, Macro Updates
Let the March Madness begin! As you may know, Aptus has six (6) employees that played D-1 College Basketball at UNC Wilmington, UA-Huntsville, and Wright State. The latter of the group is the only one to make the tournament this year and will be playing Wednesday...
