Rearview to Windshield, September 2026

Market Recap – Earnings Growth Was the Star in August: August 2026 opened with real momentum and closed under a shadow of caution. The S&P 500 pushed to an all-time closing high above 7,800 around mid-month, capping a 2.7% gain for the month, as...

Rearview to Windshield, August 2026

Equity Recap – The Year Has Been a Great Lesson in Resilience: In July 2026, equity markets experienced a sharp internal rotation as investors pulled back from high-flying mega-cap tech and AI trades, favoring defensive, value, and quality equities instead. While the...

Rearview to Windshield, July 2026

Equity Recap – The First Half of 2026 Has Been a Lesson in Resilience, But Not Stability: S&P 500 Has Best Quarter Since 2020, and NASDAQ Has Second Best Since 2001: Markets have absorbed a remarkable sequence of shocks: the Iran war, renewed energy security...
Aptus Q3 2026 Newsletter: Backwood Barbie’s Bull Market

Aptus Q2 2026 Newsletter: Succession Plan

The award-winning HBO series, Succession, is a razor-sharp corporate tragedy centered on the inevitable chaos of a changing of the guard, proving that transition is rarely a smooth or welcoming process. When the formidable patriarch of a global media empire, Logan...