Rearview to Windshield, December 2025

Market Recap November 2025: November wrapped up with a choppy, but ultimately modest month for U.S. equities, as a late-month rally helped the S&P 500 claw back from an early-November slide and finish roughly flat to slightly positive on a total-return basis....

Aptus Musings: Q3 2025 Earnings Review

Happy Thanksgiving! At the Wagner household, Arlo Guthrie’s 1967 20′ masterpiece, Alice’s Restaurant, is viewed as a Thanksgiving fan favorite, likely because I’m the only one living in the household. Enjoy. Much like in my beloved Bengals’...

The Market in Pictures, November 21

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 November weakness to AI impact, to the inflation/employment discussion and its impact on FOMC expectations. Have a great weekend!...

The Market in Pictures, November 14

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 earnings vs. the economy, inflation expectations, economic contributors and detractors, and the challenges of owning quality stocks...