by Aptus PM Team | Nov 4, 2025 | Market Updates, Webinar
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...
by JD Gardner | Oct 4, 2025 | Blog, Investment Concepts
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...
by David Wagner | Oct 3, 2025 | Equity Research
What Has Been Going on Underneath the Hood of the Portfolio? We’ll be blunt in this first comment; it’s been a very difficult 2025 for the Aptus Compounders strategy. When running and investing in a highly concentrated stock strategy, like this one, there will...
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 David Wagner | Oct 1, 2025 | Market Updates
If someone looked up the Webster Dictionary definition of the Dave Chappelle Show, it would go something like this: It was rare sketch comedy that managed to be both outrageously inappropriate and socially brilliant at the same time. It felt like a college philosophy...
