by Aptus PM Team | Jul 1, 2024 | Appearances, Market Updates
The S&P has hit 31 new all-time highs so far this year, separation between market caps has continued to grow, bonds still haven’t had their rally in a far-from-normal bear market for fixed income, and all this in an election year. During this update, we...
by JD Gardner | Jun 5, 2024 | Market Updates
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...
by Aptus PM Team | Jun 5, 2024 | Market Updates
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...
by Aptus PM Team | May 3, 2024 | Market Updates
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...
by Aptus PM Team | Apr 3, 2024 | Market Updates
For a more in-depth look into our market thoughts, please review our Quarterly Chartbook. Our 3 pointer video will cover the market backdrop and spend a few minutes on each of the following: Stocks and Bonds in Q1 Valuations and Up/Down Catalysts Historical Context...
by Aptus PM Team | Apr 1, 2024 | Market Updates
Our favorite fund manager David Dredge made a return visit to the Macro Hive podcast, and again it was a joy to hear him discuss better ways to pursue compounding wealth. Two years ago we wrote Protect and Participate to share our common thinking about the investment...
