by David Wagner | Apr 3, 2025 | Blog, Market Updates
Market Recap – March 2025: The first quarter delivered a classic third-year bull market correction, falling 10% from its highs before rebounding and finishing only –4.28% in the quarter. The recent sell-off has been centered around three prevailing culprits: momentum...
by David Wagner | Apr 1, 2025 | Market Updates
Predicting the stock market will forever be an unsolved mystery. Investors can make decisions based on the facts at hand, yet none of them can have full certainty in the actual future market direction. And, if they do, we hope that they have a parachute on hand for...
by David Wagner | Mar 20, 2025 | Blog, Market Updates
Congrats on making it to the best part of the year – March Madness and The Masters. As many readers know, we say that D R S K was the fund that built Aptus. Well, in fact, it was a bunch of former college and professional basketball players that built Aptus: JD...
by David Wagner | Mar 7, 2025 | Equity Case Studies, Equity Research
Before we highlight one of the Aptus Compounder’s holdings (15-stock, high-conviction strategy – shoot me an email if you have any questions on this unpackaged SMA strategy), let’s touch base on two things today: Given the recent volatility, if you have...
by David Wagner | Mar 4, 2025 | Blog, Market Updates
During the month, it felt as if the animal spirits coming out of the election had finally been disrupted by what is perceived to be a certain hyperactivity in Washington when it came to tariffs and, in my opinion, to a lesser extent, the implications of the...
