by David Wagner | Nov 15, 2023 | Blog, Macro Updates
I want to start here: “Given that the stock market tends to go up more than down (60-70% of the time), odds are the current trading range is a prelude to another advance. Corrections can be in the form of price and/or time, and this one seems to be both. Usually, the...
by David Wagner | Nov 2, 2023 | Blog, Market Updates
October ’23 Market Recap: In a part of the year, in which the market tends to witness some seasonal weakness, the S&P notched its first negative three-month performance since 2020. The S&P 500 was down -2.10%. This has been a stressful few months for...
by David Wagner | Oct 25, 2023 | Blog, Macro Updates
Catching up This past weekend, Aptus held our 4th annual Uncle Rico 2v2 Basketball tournament. As many of y’all know, we have a slew of former college and professional basketball players on our investment roster — it gets pretty competitive. We have tons of videos...
by David Wagner | Oct 5, 2023 | Blog, Market Updates
September ’23 Market Recap: As the weakest seasonal period for equities historically, September is doing what September does. The S&P 500 was down -4.8%. This was a stressful quarter for investors with few places to hide amidst the market pullback that weighed on...
by David Wagner | Sep 12, 2023 | Blog, Macro Updates
The world lost a great icon the other day; Jimmy Buffett. And in honor of the man, the myth, and the legend himself, this Musing is dedicated to him. For those that don’t know, his loyal followers were called the Parrot Heads – a term coined in 1985 in Cincinnati, OH,...
