“[The cohort] may be the only growth story in town and now they’re trading at valuations I would say are cheap”

by Marketing | May 7, 2025 | Market Notes, Media Notes

 Momentum a Powerful Ally for Stocks as Whiplash Rally Rolls On

Aptus Monthly Note

by Marketing | May 7, 2025 | Monthly Note

2025 May 2025: Durability in Divergence = Success April 2025: Own the Risk, Hedge the Tail March 2025: Winning the Long-Term Money Game February 2025: Losing Money Safely January 2025: Looking to 2025 2024 December 2024: Giving Thanks November 2024: Portfolio...

“There are so many smart people in our industry that just don’t get the simplicity of how this market works over longer periods of time”

by Marketing | May 4, 2025 | Market Notes, Media Notes

Stock Market Bull Charges On, Question Is When It Meets the Bear

“It’s always felt like AWS and Google Cloud were taking the most share for quite some time”

by Marketing | May 3, 2025 | Market Notes, Media Notes

Amazon posts weak cloud revenue, income; shares slide

“I think the big question on everyone’s mind is what will Warren do with the pile of cash that they are sitting on”

by Marketing | May 2, 2025 | Market Notes, Media Notes

Warren Buffett Annual Meeting Preview: Berkshire Hathaway