Losing Money Safely

Losing Money Safely

You can let fear keep you out of risk assets (stocks), a lot of people do, but they are going higher with or without you. The show will go on. It must. There will be ups and downs as there always are, but the pickle the Fed and our government find themselves in is...
Losing Money Safely

Aptus 3 Pointers, January 2025

Given the popularity of our weekly Market in Pictures, we started the habit of picking out a few and going into more detail with our PMs. In this edition, John Luke and Dave spend a few minutes on each of the following:   January 2025 Performance Inflation Trade...
Losing Money Safely

Aptus Q4 2024 Newsletter

Bears Sound Smart; Bulls Continue to Make Money   It was Déjà vu for the markets in 2024, as the S&P 500 returned 25.0%, officially entering into the third year of the current bull market rally. In fact, this was the first time since 1998 and 1999 that the...
Losing Money Safely

Aptus Market Outlook December 2024

The team discussed the firm’s outlook for 2025, including investment committee views on the economy, markets, and investment strategy.   Key points   The team is optimistic about the path forward for stocks, with the path of least resistance appearing...
Losing Money Safely

Market Outlook 2025: Airplane!

Aptus Capital Market Outlook: Stocks for the Long Haul? Surely You Can’t Be Serious. I Am, and Don’t Call Me Shirley   The movie Airplane! is sophomoric, obvious, predictable, corny, and quite often very funny. And the reason it’s funny is simply because...