by David Wagner | Jul 12, 2022 | Blog, Market Updates
The market is learning that the economic cure of last year is now quickly becoming the cause for something else. The ramifications of unprecedented fiscal and monetary responses employed to combat a recession during the global pandemic should not come as a surprise to...
by David Wagner | Jul 5, 2022 | Blog, Market Updates
Developments Over the Past Month The U.S. Officially Entered into a Bear Market: The S&P 500 has officially entered a bear market, marking the 27th bear market since 1929 (20%+ peak-to-trough decline without a 20% rally). Historically, bear markets have...
by David Wagner | Jun 29, 2022 | Equity Case Studies, Equity Research
It’s been quite some time since we highlighted a single stock in our Aptus Compounders sleeve. To be quite honest, it makes complete sense given the level of market uncertainty here. We know that volatility creates opportunities – especially in the equity world, as...
by David Wagner | Jun 16, 2022 | Blog, Macro Updates
Obviously, yesterday’s news regarding the market was all about the Fed. Just a few weeks ago, it seemed very unrealistic that the market would get a 75bp hike in June. Yet, due to Friday’s CPI report and a “mysterious” WSJ article on Monday, it created an environment...
by David Wagner | Jun 10, 2022 | Blog, Market Reviews
The returns witnessed by investors over the past few years have been an outlier. Entering the year, the 3-year annualized return for the S&P 500 was ~25% with the U.S. Barclays Agg. returning ~5%. In an environment where one has had strong returns, it makes one...
