by David Wagner | Oct 16, 2025 | Blog, Market Updates
With earnings season beginning this morning, I decided to write our Q3 2025 Earnings Preview on a flight to Omaha. And while heading to this special investment city, it’s hard to not be reminded of Warren Buffett, but many of you know my thoughts on The Oracle of...
by David Wagner | Oct 3, 2025 | Blog, Market Updates
Market Recap September 2025 – Life Certainly Looks Like Easy Street in the Equity Markets: It’s always easier when the markets are going up. Equities have continued to press to all-time highs, and long rates have continued lower. We find it difficult to poke too many...
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 Aptus PM Team | Sep 12, 2025 | Blog, Charts
Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from inflation to rates, the economy and government spending, and tariffs and the state of the equity bull. Have a great weekend! ...
by Aptus PM Team | Sep 5, 2025 | Blog, Charts
Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from jobs and the economy to the FOMC and market sentiment, and earnings impact and long-term winners and losers. Have a great weekend;...
