03.09.25 Market Recap

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• Weekly Market Moves & News

• Your Free Weekly Education

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Simplify Wall Street:
Institutional-Grade Research Simplified for Everyday Investors & Traders

_{Market Recap}

📌 What Just Happened?

The market has been in a downtrend for some time. Is a recession looming? Will there be a market crash? Well, time will tell. In preparation for our “anything is possible” approach, we've noticed 3 key details.

1. Uncertainty is here to stay.

   • Trump Long Term Stocks | Uncertainty Grows

   • The S&P 500 is down 5.64% in the last 3 weeks.

2. Retail Investors get spooked way too easily

   • Looking forward to new data & earnings 

3. Despite the harsh sell-off, many large caps hold key support levels.

   • DASH ( ▲ 3.3% ) XYZ ( ▲ 1.01% ) BABA ( ▲ 4.89% ) PYPL ( ▼ 0.26% ) PLTR ( ▲ 2.19% ) to name a few.

Keep In Mind 🧠 

Stocks trading lower is not a bad thing. Economic downfalls create opportunities.

• For example, during the economic recovery from 2008 to 2020, the number of millionaires in North America grew by approximately 2.67 million individuals. statista.com

• Similarly, in the decade leading up to 2024, the number of high-net-worth individuals (those with over $1 million in liquid investable assets) in the U.S. increased by 62%, reaching approximately 5.5 million.

  henleyglobal.com

• These figures illustrate that economic recoveries can create substantial opportunities for wealth accumulation, leading to a notable rise in the number of millionaires.

SPY ( ▼ 0.83% ) Zoomed Out.

What are your initial thoughts? Click (read online) at the top of this email and comment in the comment section.

We zoom out a bit in our premium analysis. This is a plain chart, but you can see our breakdown here.

News & Commentary:

SPY Price Summary (March 3 - 7)

• Open: 596.18 (Previous Week 602.02)

• High: 597.34 (Previous Week 603.03

• Low: 565.63 (Previous Week 582.44)

• Close: 575.92 (Previous Week 594.18)

• Weekly Change: -3.07% (Previous Week -0.98%)

SPY Relief Bounce Underway or Recession Incoming?

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_Education

🚀 Passive Investing: "Set It & Forget It"

A passive investor is someone who puts their money into investments and lets them grow over time without much involvement. This includes:

✅ Index Funds & ETFs – Investing in broad market funds that track sectors or entire economies.
✅ Robo-Advisors & Portfolio Managers – Letting automated systems or professionals manage everything.
✅ Minimal Hands-On Approach – Maybe checking in a few times a year, but not making big moves.

💡 Goal: Ride the market’s long-term growth with low effort and minimal risk.

🔥 Active Investing: Strategic & Hands-On (But NOT Day Trading)

This is where our definition differs from others. At Simplify Wall Street, an active investor isn’t someone constantly buying and selling stocks like a trader. Instead, an active investor:

✅ Starts with a Long-Term Base – They still hold index funds, ETFs, and long-term investments, just like passive investors.
✅ Finds Opportunities Inside the Market – They research stocks within those ETFs or outside of them to find undervalued opportunities.
✅ Allocates Money to Individual Stocks – When the market dips, they shift some capital into high-potential stocks.
✅ Trims & Reallocates – After a stock has grown significantly, they take profits and reinvest elsewhere.
✅ Holds Stocks for 1-3 Years – This isn’t day trading. It’s more like value-based swing investing, where you’re fine holding a stock if it takes time to play out.

💡 Goal: Beat the market without constantly trading, by making smart adjustments based on research and economic trends.

🤔 Which One Is Better?

Both strategies work—it just depends on how involved you want to be.

🔹 Passive Investing: Great for people who want a simple, stress-free way to grow wealth over decades.
🔹 Active Investing (Our Definition): Best for those willing to research, reallocate, and manage investments strategically to outperform the market potentially.

At Simplify Wall Street, we believe in using logic, data, and market trends to actively invest smarter—without becoming full-time traders. 🚀📈

Passive Investing (S&P 500)

• Since 1928: ~10% average annual return (includes dividends).

• Last 50 years (1975–2024): ~10.9% annual return.

Active Investing (Independent Investing)

• Warren Buffett (Berkshire Hathaway)

  • Starting Year: 1965

  • Annualized Return (1965–2023): ~20%

• Peter Lynch (Fidelity Magellan Fund)

  • Starting Year: 1977

  • Annualized Return (1977–1990): 29.2% (During his 13-year tenure)

• Ray Dalio (Bridgewater Associates)

  • Starting Year: 1975

  • Annualized Return (Pure Alpha Fund, 1975–Present): ~12%

• David Swensen (Yale Endowment Fund)

  • Starting Year: 1985

  • Annualized Return (1985–2009): 13.7%

_Alerts

📢 Track our Investments & Trades

🔥 How Our Trades Performed This Week:
✔️ /E-Mini S&P Futures (/ES)

• Long 5966

• Sold for 5999

• +$1,650 per contract on the trade. +0.28% total gain on the position

This company was alerted in our premium Discord.

📲 Want real-time trade alerts? Join Discord 

We put out a ton of free insights to help you navigate the markets, but the real game plan happens inside our private journal—reserved only for those serious about investing in themselves. 🔒 If you prefer to get alerts via Discord visit. whop.com/simplifywallstreet. Otherwise click below.

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