Aptus 3 Pointers, January 2026

Aptus 3 Pointers, January 2026

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, James, John Luke and Dave spend a few minutes on each of the following:   January Returns Fed Chair Change...
Aptus 3 Pointers, January 2026

Driving Higher CAGRs

“CAGR” – we say that a lot, and for good reason. It stands for Compounded Annual Growth Rate. It’s how your wealth grows. Higher CAGR = Higher terminal wealth. Aptus’ focus is higher terminal wealth rather than the highest “risk-adjusted returns”. Traditional finance,...
Aptus 3 Pointers, January 2026

Aptus Market Outlook: Be an American Psycho

As one of the most searing dissections of 1980s yuppie culture, American Psycho has become a movie with a cult following, as it depicts Patrick Bateman’s journey as a part-time Wall Street Vice President while being a full-time serial killer. American Psycho is a...
Aptus 3 Pointers, January 2026

Time

When I was a kid, I assumed tomorrow would look like today. Mom, Dad, and my brothers all together under one roof. Sure, I thought about the future, but I just kinda thought the future would happen; I’d still be eating mom’s cooking and going to basketball games with...