by David Wagner | Jul 19, 2022 | Blog, Macro Updates
What an awesome 150th British Open this past weekend at St. Andrews! For those following, it was an interesting week for the players at “The Old Course”, as this is the first major since a lot of drama went down regarding the formation of the Saudi Arabian-backed golf...
by Aptus PM Team | Jul 18, 2022 | Market Updates
This is our biggie each quarter, pages of charts and the context to go with them. As always, we think the windshield view is far more relevant than the rearview. But it’s through the rearview that we get a sense of the path traveled to this point, helping to set...
by David Wagner | Jul 12, 2022 | Equity Research
It’s no secret that the S&P 500 is off to one of its worst starts ever. With price data only going back to 1927, the first six months have produced the fourth worst start to any year on record, only beating 1932, 1962, and 1970. During this stretch, the more...
by Marketing | Jul 5, 2022 | Appearances, Webinar
For our Q2 update, you are joined by the Aptus Portfolio Team in our latest webinar: Managing Risk in Today’s Market Speakers: JD Gardner, CFA Founder/CIO John Luke Tyner, CFA Fixed Income Analyst/PM David Wagner III, CFA Equity...
by David Wagner | Jun 29, 2022 | Equity Case Studies, Equity Research, Research Reports
It’s been quite some time since we highlighted a single stock in our Aptus Compounders sleeve. To be quite honest, it makes complete sense given the level of market uncertainty here. We know that volatility creates opportunities – especially in the equity world, as...
