Aptus Musings: Q3 2025 Earnings Preview
With earnings season beginning this morning, I decided to write our Q3 2025 Earnings Preview on a flight to Omaha. And while heading to this special investment city, it’s...
The Market in Pictures, October 10
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 money supply to inflation and rates,...
Aptus Musings: Leave the Government Shutdown Out of Your Portfolio
Before I start, I've continued to receive a lot of questions regarding the U.S. v. International debate. One of the main rules of Wall Street is that attitude follows...
What’s Old is New
We are witnessing a monetary regime change. I’m not sure investors fully appreciate what that means. I know we talk about a lot of stuff, but I’m focused on this single...
The Market in Pictures, October 3
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 buzzy stocks to profit margins, to...
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...
The Market in Pictures, September 26
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 buzzy stocks to profit margins, to...
The State of Bonds Entering Q4
Tug of War: Goods vs Services Inflation Goods inflation is rising because of tariffs, while the rise in services prices stabilizes. Source: Apollo. As of...
The Market in Pictures, September 19
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 FOMC outlooks to inflation and rates,...
September 2025 FOMC: A Risk Management Cut
The Federal Reserve cut interest rates as expected by a quarter point, to a stated range of 4.0-4.25%. This marks 125 bps in reductions since initiating the cutting cycle...
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