Jonathan Soden, Managing Partner

Stock Market Commentary– June 2025

“You can't predict. You can prepare.” - Howard Marks “Sell in May and go away” didn’t work this year as the equity markets we follow posted strong

“Hope for the best, but prepare for the worst.” - unknownApril was quite the volatile month for investors. The US equity indexes we follow were all

“Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas.” – Nobel laureate

Market corrections are an inevitable part of investing. For many investors, these periods of volatility can feel particularly daunting. Whether it’s

“If they don’t scare you out, they wear you out.” – Peter Lynch February was not a good month for investors in the American stock market with all

“The four most dangerous words in investing are: this time it’s different.” – Sir John Templeton After a very good 2024 for many investors, January