by Aptus PM Team | Jul 6, 2021 | Rebalance Rationales
Properly Adjusting Portfolios for Potential Inflation As the inflation narrative has been front and center following record fiscal and monetary influence from global governments, inflation fears have crept back into markets for the first time in almost a...
by JD Gardner | Jun 2, 2021 | Market Updates
Fear of Missing Out This market is a FOMO generating machine. From our vantage point, there is more delusion around returns and disregard for risk than we ever thought possible. Why be content with 15% when you can go buy some random crypto coin that was created out...
by David Wagner | May 20, 2021 | Blog, Macro Updates
As of May 14th, 91% of the S&P 500 have reported earnings (440 companies). The first quarter of 2021 saw S&P 500 earnings at $48.21, besting Wall Street expectations by 21% – this is the biggest beat in recent memory. Not only that, but Investors have...
by Derek Hernquist | Apr 16, 2021 | Appearances
Our PMs spend a ton of time on research and portfolio reviews, and I was lucky enough to grab 30 minutes to ask what they’ve been seeing. Together with what I’m hearing in my conversations with advisors, we figured it’s a great opportunity to record...
by Aptus PM Team | Apr 16, 2021 | Market Updates
Just a few things had investor attention in Q1, among them… The inauguration of President Biden A blowout earnings season The emergence of meme stocks and our introduction to an online trader nicknamed Roaring Kitty A near endless supply of new SPACs Incipient...
