Aptus 3 Pointers, July 2026

Aptus 3 Pointers, July 2026

Given the popularity of our weekly Market in Pictures, we started the habit of picking out a few and going into more detail with our PMs. In this edition, Dave and John Luke spend a few minutes on each of the following:   July Earnings Elevated Dispersion...
Aptus Monthly Note

Aptus Monthly Note

2026 August 2026: No Leaks Allowed July 2026: Earnings Tailwinds June 2026: The Human Edge May 2026: Preparation > Prediction April 2026: Macro Interference March 2026: The Productivity Miracle You Need to Capture February 2026: Simple Formulas January 2026:...
Aptus 3 Pointers, July 2026

No Leaks Allowed

Mobile Bay is protected by Fort Morgan on one side and Fort Gaines on the other. There’s history— “Damn the torpedoes! Full speed ahead!”—and an abundance of life at the intersection of the bay and the Gulf of America. Within a relatively short distance, you have...