by Aptus PM Team | Nov 12, 2020 | Blog
When Quantitative Easing (“QE”) was introduced to the markets by the Fed back in the Financial Crisis, we believe it quickly became THE influence on stock prices, displacing traditional metrics such as earnings, earnings growth, and valuation. To that point, in the...
by Aptus PM Team | Oct 30, 2020 | Blog
2020 has been a roller coaster for both fixed income and equity investors. As of Oct 28, the Barclays Aggregate has outperformed the S&P 500 by over 300 basis points year to date… but it has been a volatile ride. Source: Bloomberg as of 10.28.2020 Looking back to...
by Aptus PM Team | Oct 23, 2020 | Blog
“Diversification is protection against ignorance. It makes little sense if you know what you are doing.” Warren Buffett Mr. Buffett has a way with words, and has clearly earned respect for not only accumulating massive wealth but for his folksy wisdom. But...
by Aptus PM Team | Sep 28, 2020 | Blog, Investing Behavior
Tiger Woods, one of the greatest golfers of all time, has changed his swing four times in his professional career. One might ask why someone with two separate streaks of more than 260 weeks as the top ranked player in the world, 82 career victories and 15 major wins,...
by David Wagner | Aug 31, 2020 | Blog, Equities
We are not here to push a political platform, so let’s put the 2020 election into perspective for the stock market. Here are some quick facts: Historically, if stocks are higher in the three-month period preceding the election, the incumbent party has won, and if...
by Aptus PM Team | Aug 28, 2020 | Blog, Fixed Income
As we think about economics from a high level it is arguably one of the most interesting and misunderstood topics we face as investors and humans. It is truly the crossroads of man’s two most influential ideas on civilization…what is the best way people and money...
