Blog Insights

“The more that you read, the more things you will know.
The more that you learn, the more places you’ll go.”

DR. SEUSS

A Surprising (?) End to the Year

February 5, 2024
It was quite a year. At the start of the year, inflation was at 6.5%. Nearly everyone was predicting a...

Research and Execution

November 6, 2023
Markets had a difficult third quarter. The S&P 500 finished down 3.3%, while international markets1 were down 4.1%. Year to...

Statistics | Wisdom, Wealth, and Wellness

June 12, 2023
Good morning, good afternoon, good evening. Depending on the part of the world you’re in. This is Jonathan Satovsky of...

The Banking System

May 10, 2023
About a month ago, I was planning on testing out ChatGPT by having it write the quarterly commentary this quarter,...

The Most Anticipated Recession Ever

February 15, 2023
I started the last quarterly letter stating that a common theme in these letters over the last year has been...

Credit Spreads | Wisdom, Wealth, and Wellness

December 13, 2022
Good morning, good afternoon, good evening. Depending on the part of the world you’re in. This is Jonathan Satovsky of...

Perplexing Headlines | Wisdom, Wealth, and Wellness

November 29, 2022
Good morning, good afternoon, good evening. Depending on the part of the world you’re in. This is Jonathan Satovsky of...

What We “Know”

November 15, 2022
A common theme in our letters over the last year has been that it’s very hard to time the market....

Breathe

August 16, 2022
“Hope is important because it can make the present moment less difficult to bear. If we believe that tomorrow will...

Recessions and Bear Markets | Wisdom, Wealth, and Wellness

July 20, 2022
Good morning, good afternoon, good evening. Depending on the part of the world you’re in. This is Jonathan Satovsky of...

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