Don’t Hold the Bag

Don’t Hold the Bag

There’s noise… so much noise. The headlines, data, and stuff that just don’t matter bombard investors. It’s our own dang fault. The noise only exists because there’s demand for it. Investors click on the bait and even make decisions off the emotions triggered by the...
Don’t Hold the Bag

Aptus 3 Pointers, May 2025

“Given the popularity of our weekly Market in Pictures, we started the habit of picking out a few and going into more detail with our PMs. In this edition, John Luke and Dave spend a few minutes on each of the following:   Follow Through from April Lows...
Don’t Hold the Bag

Aptus 3 Pointers, April 2025

Given the popularity of our weekly Market in Pictures, we started the habit of picking out a few and going into more detail with our PMs. In this edition, John Luke and Dave spend a few minutes on each of the following:   Historic April Consumer Debt Metrics...
Don’t Hold the Bag

Durability in Divergence = Success

No matter your time horizon, higher ending values of an investment portfolio are a good thing. That’s usually the goal. Invested wealth grows through time. It’s our job to help deliver solutions that recognize risk tolerance/capacity constraints and provide a return...
Don’t Hold the Bag

Own the Risk, Hedge the Tail

The volume of uncertainty has been turned up. The S&P 500 closed the quarter -4.28% after dropping 10% from the highs in mid-February. As Dave points out in our Q1 2025 newsletter, the most likely culprits are: Capital flows Expectations for slower growth Policy...