Rearview to Windshield, June 2025

Market Recap – May 2025: To some, it may feel miraculous that the S&P 500 is now positive on the year – which was a new development during the month. March and April should be categorized as having apocalyptic soft data, which is also known as survey data, but...

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...

Rearview to Windshield, May 2025

Market Recap – April 2025: The S&P 500 rallied to a one-month high in the last week of the quarter, rising nine straight trading days and recouped virtually all of the post-April 2, “Liberation Day” declines. First and foremost, the Trump administration has...

Aptus Musings: Q1 2025 Earnings Preview

I’ve had a lot of inbound calls regarding the markets over the past few weeks, so I’d like to start with some historical perspective. As our quarterly newsletter stated, future market returns will always be an unsolved mystery. But what would a recession...