by David Wagner | Sep 11, 2024 | Blog, Market Updates
First and foremost, I hope everyone takes time to reflect on the events of 23 years ago and pray for those who lost their lives, fought for our country, risked their lives to save others, and for the safety and unity of everyone in our country. These events...
by David Wagner | Sep 5, 2024 | Blog, Market Updates
A mere 23 years ago, America witnessed a Thanksgiving halftime performance that they had no clue that they needed. It embodied flying shirtless angels holding on to white bed sheets the size of a baseball diamond and a lead singer fist-bumping so high that it...
by David Wagner | Sep 3, 2024 | Blog, Market Updates
August Witnessed Some Fireworks at the Onset, But It Quickly Waned: The month of August was highlighted by the unwinding of the “Japanese Carry Trade”. As of right now, there were no “aftershocks” from the August 5th event. In VIX terms, it opened the month at 16,...
by David Wagner | Aug 6, 2024 | Blog, Market Updates
I’d love to cut right to the chase, but many of today’s problems can be solved by proper allocation. It’s times like these that show why Aptus is built the way we are. We want to own More Stocks, Less Bonds, Remain Risk Neutral, so we can perform better in...
by Aptus PM Team | Aug 6, 2024 | Blog, Market Updates
Global markets are experiencing notable declines, from challenges within Japan and the yen carry trade unwind. This event appears technical, but we are vigilant in assessing its broader implications. Yen Carry Trade: What is It? The yen carry trade is...
by David Wagner | Aug 5, 2024 | Blog, Market Updates
July ‘24 Market Recap + Some August: Political fireworks and a dramatic rotation from large to small cap dominated the headlines over the past month. But, more recently to start August, the market went from “soft landing” to “late cycle” very quickly: Earnings:...