“Valuation changes rewarding cheap stocks and punishing expensive ones is one of the most powerfully recurring features of global equity markets.” – Dan Rasmussen, The…
Read More
International Diversification: Looking Beyond the S&P 500
International Diversification: Looking Beyond the S&P 500
“Valuation changes rewarding cheap stocks and punishing expensive ones is one of the most powerfully recurring features of global equity markets.” – Dan Rasmussen, The Humble Investor In the spring of 2023, Larry Summers, former US. Secretary of the Treasury,...
read moreTurn Off the TV
“Our obsession with being informed makes it hard to think long-term. We spend hours consuming news because we want to be informed. The problem is,…
Read More
Pure Portfolios’ April 2025 Market Commentary
Markets declined by ~13% in April before recovering to end the month nearly flat. This marked one of the largest intra-month reversals in market history….
Read More
Does it Still Make Sense to Own Bonds?
“Bonds as an asset class will always be needed, not just by insurance companies and pension funds, but by aging boomers.” – Bill Gross, retired…
Read More
Closest Thing to a Fat Pitch in Investing
“Interest rates go up and down, stock markets boom and bust, but human psychology never changes. I believe that studying how people think about and…
Read More
Tariff Talk: Client Q&A on Market Impact and Economic Risks
“The higher returns to quantitative investing accrue from the abnormally bad behavior of humans at times of crisis.” – Dan Rasmussen, author of The Humble…
Read More
Pure Portfolios’ March 2025 Market Commentary
In Pure Portfolios’ March 2025 Commentary, Chief Investment Officer, Nik Schuurmans unpacks the growing disconnect between investor sentiment and market fundamentals. Watch the video below……
Read More
Why This Correction Hits Harder
“In investing and life, you will make better decisions if you assume you are wrong and try your best to prove it by finding the…
Read More
Global Markets are Telling a Different Tariff Story
“Tariffs are a tax on business that get eaten by the consumer.” – Cullen Roche, Pragmatic Capitalism We won’t pretend the headline risk of tariff…
Read More