by Aptus PM Team | Jul 14, 2026 | Equity Research, Market Updates
We understand that pricing drives narrative around stocks, not fundamentals. And when a stock underperforms, it’s perceived by investors that the company is not executing or has lost its edge. It’s also expected that good companies will only go up. This is not always...
by Aptus PM Team | Jul 1, 2026 | Appearances, Market Updates
Q2 2026 Market Update: Ready for Earnings Q2 recap, and look ahead to Q3, with JD Gardner, CFA & CMT, Dave Wagner, CFA, and John Luke Tyner, CFA. Topics: Iran, Inflation, Warsh Regime Earnings Outlook Helping Clients Stay Comfortable For our expanded thoughts on...
by David Wagner | Jul 1, 2026 | Market Updates
The award-winning HBO series, Succession, is a razor-sharp corporate tragedy centered on the inevitable chaos of a changing of the guard, proving that transition is rarely a smooth or welcoming process. When the formidable patriarch of a global media empire, Logan...
by JD Gardner | Jun 2, 2026 | Market Updates
This post is different. Maybe too different. I’m not sure why I’m writing it here, but these things have been heavy on my mind, so here it goes. My grandaddy has a 1976 Custom Deluxe Chevy K10. He went to be with Jesus a few years ago, but it’s still his truck. For 50...
by Aptus PM Team | Jun 1, 2026 | Market Updates, Webinar
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, Dave and John Luke spend a few minutes on each of the following: Stocks Following Earnings Higher Yields...
by Aptus PM Team | May 5, 2026 | Market Updates, Webinar
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, Dave and John Luke spend a few minutes on each of the following: Inflation Earnings Rates Energy/Oil Hope...
