Rearview to Windshield, October 2025

Market Recap September 2025 – Life Certainly Looks Like Easy Street in the Equity Markets: It’s always easier when the markets are going up. Equities have continued to press to all-time highs, and long rates have continued lower. We find it difficult to poke too many...

Rearview to Windshield, September 2025

Market Recap – August 2025: The market continued its monthly gain streak, as August had every single week during the month have a positive return. The market has been in a rising asset value environment around the world since April, with nearly every equity index at...

Aptus Musings: Q2 2025 Earnings Review

The big debate in the final weeks of Summer is whether the delayed bite of the Administration’s trade and tariff policy will matter more for financial markets than the offset from likely rate cuts, monetary policy and fiscal policy. Best we can tell, it’s the...