by David Wagner | Nov 15, 2023 | Blog, Macro Updates
I want to start here: “Given that the stock market tends to go up more than down (60-70% of the time), odds are the current trading range is a prelude to another advance. Corrections can be in the form of price and/or time, and this one seems to be both. Usually, the...
by David Wagner | Oct 25, 2023 | Blog, Macro Updates
Catching up This past weekend, Aptus held our 4th annual Uncle Rico 2v2 Basketball tournament. As many of y’all know, we have a slew of former college and professional basketball players on our investment roster — it gets pretty competitive. We have tons of videos...
by David Wagner | Sep 5, 2023 | Blog, Market Updates
August ‘23 Market Recap: The S&P 500 reversed course in August, falling 1.6% after jumping 10% in June-July on a total return basis. Higher rates, more positioning risk, and seasonality were likely headwinds to equities, despite solid macro data and earning....
by David Wagner | Aug 2, 2023 | Blog, Market Updates
July ‘23 Market Recap: The S&P 500 gained 3.2% in July on a total return basis, the fifth month of gains and the ninth straight positive July. Less favorable seasonality in late summer has investors cautious, but lately, it appears that the path of least...
by David Wagner | Jul 20, 2023 | Blog, Macro Updates
Before we dive in, if anyone needs any of our quarterly newsletters, presentations, updates, etc., feel free to reach out. Also, if anyone would like a quarterly market update call – hit me directly ([email protected]). We have a lot of very thought-provoking commentary on...
