Market Analysis

Cover image for A cat has nine lives Quarterly Commentary by Avi Berg

A Cat Has Nine Lives

July 25, 2024
The market continued its fantastic run in the second quarter of 2024. But what I should really say is that the S&P 500 continued its fantastic run. The S&P rose another 4.3% in the second quarter, bringing year-to-date gains to 15.3%. Other markets weren’t as good. US small cap stocks1 were down 3.3% in the…
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Market Declines | Wisdom, Wealth, and Wellness

January 25, 2022
Good morning. Good afternoon. Good evening. This is Jonathan Satovsky of Satovsky Asset Management with a quick episode of Seeking…
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Market Efficiency: Wisdom, Wealth and Wellness

December 9, 2021
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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Beware of Shiny New Objects

November 11, 2021
For those of you whom I’ve never met, I’ve been in the investing business for over 25 years.  I started…
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Season of Change — Adapting to Market Conditions

October 15, 2021
Jonathan Satovsky reflects on the recent market volatility, the dangers of attempting to time the market, and the importance of…
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Is Freedom Free? Solving The Equation

August 13, 2021
This commentary is an excerpt from our Q2 2021 Market Report, which also features world capital market performance along with…
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Looking Forward: Cryptocurrency

July 1, 2021
In this excerpt from SAM's recent webinar event, we discuss the current limitations of cryptocurrency, and specifically bitcoin as an…
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Jason Blumstein, CFA® addresses anticipated inflation activity as the economy begins to re-open by considering historical inflation trends and the key drivers of inflation activity.

Looking Forward: Current Market Activity and Inflation Trends 

June 24, 2021
In this excerpt from SAM's recent webinar event, we address anticipated inflation as the economy begins to re-open by considering…
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Investing is a Lifelong Process – Warren Buffet & Charlie Munger’s Berkshire Hathaway Annual Conference

May 4, 2021
Jonathan Satovsky provides commentary and key insights from Warren Buffet and Charlie Munger's Annual Berkshire Hathaway conference, including the importance…
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An analysis of all-time market highs over the past century with insights on whether or not to invest in a record high market climate.

Markets Are At All-Time Highs, Should I Invest?

April 30, 2021
This commentary is an excerpt from our Q1 2021 Market Report, which also features world capital market performance along with…
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The more that you read, the more things you will know.
The more that you learn, the more places you’ll go.

DR. SEUSS

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