by JD Gardner | Mar 3, 2026 | Market Updates
Technology is deflationary. While we have views you could argue with, this isn’t one of them. For example, the flat-screen TV you bought for $3,000 twenty years ago now costs $300 at Walmart. If left to their own devices, competitive markets lead to more productivity...
by David Wagner | Feb 18, 2026 | Blog, Market Updates
This musing is basically a 2:1 special. In the opening monologue, let’s talk about what’s going on underneath the hood of the market, then we’ll get to the Kevin Warsh nomination and what that means for asset allocations (for more on Warsh, here is...
by JD Gardner | Feb 4, 2026 | Market Updates
Things are often made more complicated than they need to be. Take basketball as an example. Modern basketball analytics have created a whole new language within the sport. Outsiders have no clue what it means, and insiders waste time on stuff that doesn’t matter. Boy,...
by Aptus PM Team | Oct 1, 2025 | Appearances, Market Updates
In this Q3 Outlook, the Aptus Investment Team discussed: Strong Earnings and Market Dispersion Reassessing Fixed Income: Duration Still at Risk? Equity Market Themes: Breadth, Quality, and AI Policy Environment and Fiscal Realities Market Structure and Behavioral...
by Aptus PM Team | Jul 1, 2025 | Appearances, Market Updates
In this Outlook, the Aptus Investment Team discussed: Equity Markets Review Fixed Income Markets Review Important Topics of Discussion The Good, the Bad, & the Ugly Biggest Thoughts Affecting Advisors For our expanded thoughts on the quarter, check out more...
