Aptus Musings: Q1 2025 Earnings Preview

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...

Rearview to Windshield, April 2025

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...

Rearview to Windshield, March 2025

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...