Aptus 3 Pointers, November 2025

Aptus 3 Pointers, November 2025

Given the popularity of our weekly Market in Pictures, we started the habit of picking out a few and going into more detail with our PMs. In this edition, John Luke and Dave spend a few minutes on each of the following:   November Recap Rate Outlook EPS Outlook...
Aptus 3 Pointers, November 2025

Where Do You Buy Your Cheerios?

Top three cereals of all time, in no order:     Feel free to disagree, but those are my GOATs when it comes to cereal. What’s not in my top three? Cheerios. While not my favorite, Cheerios are a solid and reliable choice and can be found in many pantries....
Aptus 3 Pointers, November 2025

Aptus 3 Pointers, October 2025

Given the popularity of our weekly Market in Pictures, we started the habit of picking out a few and going into more detail with our PMs. In this edition, John Luke and Dave spend a few minutes on each of the following:   October Performance Fiscal Stimulus FOMC...
Aptus 3 Pointers, November 2025

What’s Old is New

We are witnessing a monetary regime change. I’m not sure investors fully appreciate what that means. I know we talk about a lot of stuff, but I’m focused on this single concept below as it strikes me as the single most important thing I could point out to long-term...