Q4 Thoughts | Jonathan Satovsky
Did you know? When consumer sentiment is low, it often correlates with higher expected returns in the equity market! The University of Michigan Consumer Sentiment Indicator was at 70.1 in September 2024, well below the long-term average of 85. Historically, during the 226 months when sentiment was this low, the average equity premium for the next year was 10.6%! Dive into this intriguing correlation and more in my commentary.
Get the Latest Wealth Insights, Delivered.
Disclosures
This blog post is not intended to be, nor should it be construed or used as, an offer to sell, or a solicitation or offer to buy any securities or interests in any strategy offered by Satovsky Asset Management, LLC (“SAM”). SAM is a registered investment advisor with the Securities and Exchange Commission – for more information see www.adviserinfo.sec.gov. Please remember that different types of investments involve varying degrees of risk, and that past performance is not indicative of future results. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the strategies recommended or undertaken by SAM) will be profitable. Market index information shown herein is included to show relative market performance for the periods indicated and not as standards of comparison. The market volatility, liquidity and other characteristics of SAM’s portfolio composition are materially different from the securities listed on public market indices. Market index information was compiled from sources that SAM believes to be reliable. No representation of guarantee is made hereby with respect of the accuracy or completeness or such data. Opinions are as of date of video and are subject to change. A copy of SAM’s current written disclosure statement discussing our advisory services and fees continues to remain available for your review upon request. SAM undertakes no duty to update information presented herein.
Further Reading

Jonathan Satovsky Interviews Rabbi Simon Jacobson

Always on the run

Learning something new

