by JD Gardner | Aug 5, 2024 | Market Updates
Real-Time Update I started this note with markets at all-time highs, or close to it. As I type, we are now in a ~8% pullback. VIX hit 65 this morning (August 5th). This type of market action makes July’s note even more relevant. Please hit us with any...
by Aptus PM Team | Aug 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, John Luke and Dave spend a few minutes on each of the following: Small caps wake up in July FOMC...
by Aptus PM Team | Jul 23, 2024 | Equity Research, Market Updates
U.S. large caps, as measured by the S&P 500, continued their dominance in the first half of 2024, led by the largest mega-cap stocks, coined The Magnificent Seven (“Mag 7”). This year’s first half ranks as the 12th-best start for the S&P 500 since 1950 – the...
by Aptus PM Team | Jul 15, 2024 | Appearances, Market Notes, Media Notes
Recently, JD sat down with Keith Black, Managing Director of the RIA Channel, to discuss using options to transform asset allocation. Aptus has two sides to its business, one managing options-based ETFs and the other helping advisors manage and grow their practices....
by JD Gardner | Jul 8, 2024 | Market Updates
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...
