by Derek Hernquist | Dec 30, 2021 | Market Updates, Media
Dave wrote a fun piece summarizing our team’s 2022 Outlook, seen here as It’s Time to Curb Your Enthusiasm in 2022. He and John Luke decided to give it extra life with a discussion about the piece and outlook. See below for the video and transcript: ...
by Derek Hernquist | Dec 22, 2021 | Market Updates
The team used its collective vision to plot a course for 2022, and our own Dave Wagner, CFA gave it a fun theme as only he can do. The piece you’ll see below tackles the serious issues that exist, among them monetary policy, inflation, speculative froth, and...
by JD Gardner | Nov 4, 2021 | Market Updates
Back to the Basics Sometimes, the most powerful illustration of a concept is simple math… Let’s imagine having four portfolios to choose from over the next five years. Each will have three good years and two not so good. Here’s a table of the annual...
by David Wagner | Nov 2, 2021 | Market Updates
Developments over the Past Month: Monthly Recap: The path of least resistance has been higher in recent weeks, but there are a lot of moving pieces for the market to deal with. 1) Earnings were very strong, but margins continue to be a focus by the market. 2)...
by Aptus PM Team | Oct 20, 2021 | Market Updates
Who doesn’t want to dig into 30 pages of charts amidst quotes from everyone’s favorite futbol coach?! Market Volatility: “Taking on a challenge is a lot like riding a horse, isn’t it? If you’re comfortable while you’re doing it,...
by Derek Hernquist | Oct 14, 2021 | Market Updates
“I argue that cost-effective risk mitigation, when done well, doesn’t just take you out of risk, but actually allows you to take on more risk.” Mark Spitznagel We’d tweak “take on more risk” to “pursue more return” but...
