by David Wagner | Apr 23, 2025 | Blog, Market Updates
I’ve had a lot of inbound calls regarding the markets over the past few weeks, so I’d like to start with some historical perspective. As our quarterly newsletter stated, future market returns will always be an unsolved mystery. But what would a recession...
by David Wagner | Apr 4, 2025 | Blog, Market Updates
As many of you know, my word for Q1 and Q2 is “Perspective”. Macro news, like what we are seeing with tariffs, can seem and feel overwhelming, but just remember, the market is not the economy, and it’s still all about stocks, which are all about an...
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 | 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 John Luke Tyner | Mar 11, 2025 | Blog, Market Updates
Given the recent market volatility, we wanted to share some thoughts on the evolving landscape and provide some opinions on what it means for volatility and markets. There is a lot of noise between Trump policy, DOGE, inflation, and monetary policy that is creating...
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...
