Aptus Musings: Q4 2025 Earnings Recap

Here’s the big story in my mind: the S&P 500 EPS forecasts for 2026 and 2027 are climbing, but this optimistic trend might be a bit of a “smoke screen.” Most of those gains are concentrated in the Energy sector thanks to higher oil prices, which...

Aptus Musings: Q2 2025 Earnings Review

The big debate in the final weeks of Summer is whether the delayed bite of the Administration’s trade and tariff policy will matter more for financial markets than the offset from likely rate cuts, monetary policy and fiscal policy. Best we can tell, it’s the...

Aptus Musings: Q1 2025 Earnings Recap

I hope that everyone had a great Memorial Day Weekend! We’ll start with two newsworthy pieces:   1. Now that the “One, Big Beautiful Bill” has passed the House and is on its way to the Senate, I’ll start shifting some Musing focus over the...