by JD Gardner | Jan 27, 2021 | Blog
Paying a $39 million salary to LeBron is reasonable. He’s going to bring the team tremendous value. He’ll stuff the stat sheet and fill the stands. Is there risk he’s going to have a down year…sure, but he’s still LeBron. It is different than paying Greg Oden $39...
by David Wagner | Jan 6, 2021 | Blog
What seemed like an outside probability just a few weeks ago looks increasingly likely to become reality. With Democrats likely to take both GA Senate seats, the balance of power will shift significantly and so will the legislative agenda for the next two years. From...
by David Wagner | Jan 4, 2021 | Blog
As I start to aggregate data from the past year and continue to gather thoughts on the upcoming months, I wanted to share some initial thoughts as we kick 2020 to the curb. With 2020 being a wild year, and in Uncle Eddy fashion, I decided to take a quick vacation to...
by Aptus PM Team | Dec 2, 2020 | Blog
It’s been a challenging year for bank stocks, to say the least, as the COVID-19 pandemic began to take hold early on. The chart below shows a recovery from the March lows, but not at the pace of the market’s leading sectors. Source: Bloomberg as of...
by Aptus PM Team | Nov 30, 2020 | Blog, Fixed Income
Investors that took advantage of the blowout in credit spreads back in March have seen incredible gains from the bottom. The credit markets experienced a liquidity freeze like never before, prior to the Fed’s announcement of off-balance sheet facilities. Established...
by Aptus PM Team | Nov 18, 2020 | Blog, Macro Updates
It’s not often that earnings season takes a back seat to other global events, but that was the case in Q3 2020 as the US election, increasing COVID-19 cases, a potential vaccine, and fiscal stimulus have been sucking up all the oxygen in the room recently. But let’s...
