Aptus Musing: Season Recap

The Cincinnati Bengals had a BYE this week, so I thought that I would do some reflecting not only on their first ten games, but over my last two musings – earnings and the mid-term elections. For the former, unlike the Bengals expectations at the beginning of the...

Rearview to Windshield, December 2021

Developments over the Past Month   Monthly Recap: November tends to be a seasonally strong month but turned out to be much more volatile than expected, especially during the holiday-shortened week. First, the market had to digest the introduction of the Omicron...
Rearview to Windshield, November 2021

Rearview to Windshield, November 2021

Developments over the Past Month:   Monthly Recap: The path of least resistance has been higher in recent weeks, but there are a lot of moving pieces for the market to deal with. 1) Earnings were very strong, but margins continue to be a focus by the market. 2)...
Rearview to Windshield, November 2021

Rearview to Windshield, October 2021

Developments over the Past Month:   Recap: After successfully testing it’s 50-day moving average nine times so far in 2021, the S&P 500 finally broke below this threshold in September and has tested the 100-day moving average now twice. As of month end, in...