The Market in Pictures, August 22
Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from rate-cutting regimes to earnings...
Notes from Jackson Hole
Fed Chairman Jay Powell finally delivered his long-anticipated address to leading economists and academics. A few quotes that caught our attention, not to mention the...
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...
Higher Yield, or Just Higher Taxes?
If you’re on any form of social media, you’re probably seeing headlines about funds boasting “30 percent yields” and retail investors rushing in. There are even Reddit...
The Market in Pictures, August 15
Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from inflation to dispersion, from wall of...
August Inflation: Firm But Tariff Categories Better than Feared
Headline CPI rose 0.20% in July, in line with economists’ expectations. The YoY rate was unchanged at 2.7%. After two warmer months, food prices inched up just 0.05%. Energy...
Ignore the Margin Debt Alarm
Every so often, margin debt headlines resurface as a supposed warning sign for the stock market. The latest iteration: U.S. margin balances have crossed one trillion dollars...
The Market in Pictures, August 8
Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from earnings hits/misses and Big Tech...
Rearview to Windshield, August 2025
Market Recap – July 2025: July was a great month for risk assets. Historically speaking, when July is a good performance month, it tends to be a strong signal for the...
Aptus Musings: A Musing of Musings
I'm a big believer that in this market, whatever narrative you go looking for, you'll find it. It's very rare to find data that is always one-sided and not conflicting. And...
The opinions expressed herein are those of Aptus Capital Advisors (“Aptus”) and are subject to change without notice. Aptus reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs and there is no guarantee that their assessment of investments will be accurate. There is no guarantee that strategies or recommendations will equal or exceed any expectations or goals discussed.
The opinions expressed herein are those of Aptus Capital Advisors (“Aptus”) and are subject to change without notice.
Past performance is not indicative of future results. This material is not financial advice or an offer to sell any product. The information contained herein should not be considered a recommendation to purchase or sell any particular security. Forward looking statements cannot be guaranteed.
The content represented on this blog offers generalized research, not personalized investment advice. It is for informational purposes only and does not constitute a complete description of our investment services or performance. Nothing in this commentary should be interpreted to state or imply that past results are an indication of future investment returns. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with an investment & tax professional before implementing any investment strategy. Investing involves risk. Principal loss is possible.
The content represented on this blog or when a page is marked “Advisor Use Only” or “For Institutional Use”, the content is only intended for financial advisors, consultants, or existing and prospective institutional investors. These materials have not been written or approved for a retail audience or use in mind and should not be distributed to retail investors. Any distribution to retail investors by a registered investment adviser may violate the new Marketing Rule under the Investment Advisers Act. If you choose to utilize or cite material we recommend the citation, be presented in context, with similar footnotes in the material and appropriate sourcing to Aptus and/or any other author or source references. This is notwithstanding any considerations or customizations with regards to your operations, based on your own compliance process, and compliance review with the marketing rule effective November 4, 2022.
Aptus is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about Aptus including our investment strategies, fees and objectives can be found in our ADV Part 2, which is available at www.aptuscapitaladvisors.com or by calling 251.517.7198.
Aptus Capital Advisors, LLC is headquartered in Fairhope, Alabama.
Subscribe To Our Blog