by David Wagner | Aug 13, 2026 | Blog, Market Updates
Talking bearishly about datacenters is about as cool as Ray Dalio hitting up Ibiza for his 77th birthday. Nonetheless, I’ve been repeatedly asked about datacenters and their recent involvement in increasing leverage through debt issuances, and whether the recent...
by David Wagner | Jul 29, 2026 | Blog, Market Updates
First, it’s been a longstanding tradition for me to always send out Ronald Reagan’s Soldier’s Pledge on the 4th of July… I’m just a little (lotta) late this year. It’s a great reminder that it’s always a great time to be an American. Second, please send some...
by Aptus PM Team | Oct 24, 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 strength expanding to earnings dominance, US-China competition, and implications of easy money. Have a great weekend! ...
