Market Analysis

Investing Is Simple but Not Easy
November 6, 2024
Investing Is Simple but Not Easy1 The market continued its fantastic run in the third quarter of 2024. The S&P rose another 5.9% in the third quarter, bringing year-to-date gains to 22.1%. For the first time this year, though, it was not US large cap growth that led the way. US small cap stocks2 were…
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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…
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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.…
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Breathe
August 16, 2022
“Hope is important because it can make the present moment less difficult to bear. If we believe that tomorrow will…
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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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Employment Explanation | Wisdom, Wealth, and Wellness
June 17, 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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Expectations | Wisdom, Wealth, and Wellness
May 25, 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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Culture
May 13, 2022
I want to thank everyone who attended our “Taking Stock with SAM” webinar on March 14, where we discussed interest…
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Timing the Market
March 1, 2022
As we enter 2022, there is increasing angst about the stock market. I recently read Bill Miller’s third quarter letter…
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The Bridge to What’s Next | Wisdom, Wealth, and Wellness
February 25, 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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