by David Wagner | Oct 16, 2025 | Blog, Market Updates
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 hard to not be reminded of Warren Buffett, but many of you know my thoughts on The Oracle of...
by Aptus PM Team | Oct 10, 2025 | Blog, Charts
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, low quality and high quality businesses, and expectations for earnings and stocks going into...
by David Wagner | Oct 9, 2025 | Blog, Market Updates
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 performance… and performance abroad has been quite good lately. Our team...
by Aptus PM Team | Oct 3, 2025 | Blog, Charts
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 data centers and a solid economy, to weak housing and limited equity supply. Have a great...
by David Wagner | Oct 3, 2025 | Blog, Market Updates
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 to all-time highs, and long rates have continued lower. We find it difficult to poke too many...
by Aptus PM Team | Sep 26, 2025 | Blog, Charts
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 data centers and a solid economy, to weak housing and limited equity supply. Have a great...
