What Matters

What Matters

Basketball is a simple game. There’s complexity when it comes to different offensive or defensive schemes. There’s advanced analytics and Moneyball-type statistics everywhere. That stuff is fun to think on and discuss, but it can also be a distraction. The team that...
What Matters

Aptus Q2 2024 Newsletter

There Have Been More Ladders than Chutes this Year   The children’s game, Chutes and Ladders, originated in ancient India by Buddhists to teach children that the path to righteousness was difficult and riddled with temptation. In its original form, called...
What Matters

Winning Within the System

I’ve been reminded of two things this month: It is a privilege to get to write about things we think matter. Thank you for the opportunity. The importance of communicating clearly. I’ve recently been given a chance to help the varsity basketball team at Fairhope. We...
What Matters

Aptus 3 Pointers, May 2024

Given the popularity of our weekly Market in Pictures, we thought it made sense to pick out a few and go into more detail with our PMs. In this edition, Dave and Brad will spend a few minutes on each of the following:   History of 1st Half Strength in Equities...
What Matters

Aptus 3 Pointers, April 2024

Given the popularity of our weekly Market in Pictures, we thought it made sense to pick out a few and go into more detail with our PMs. In this edition, Dave and John Luke will spend a few minutes on each of the following:   Typical Market Drawdowns Q1 Earnings...