“It’s not just good news that causes bear markets to end, but better-than-expected news that is simply less bad.” – Ben Carlson, Wealth of Common…
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Silver Linings in a Dismal Year
Recession Signals that are Flashing Red
“There are decades when nothing happens, and weeks when decades happen.” – Uday Kotak, founder of Kotak Mahindra Bank The gap between how people are feeling about the economy and what’s happening is bigger than the Grand Canyon. The soft...
read moreSurprised by Surprises
“The correct lesson to learn from surprises is that the world is surprising.” – Morgan Housel, The Collaborative Fund Unprecedented. Extraordinary. Unexpected. Once in a…
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Year of the 180
“Most investors tend to project near-term trends – both favorable and adverse indefinitely into the future.” – Seth Klarman, famous investor Let’s go back to…
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September 2022 Market Commentary
“My first boss told us, what’s obvious is obviously wrong. It’s already reflected in security prices. The world changes. And you’re only going to pick…
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The Market Could Be Wrong About Inflation
“I don’t mind going back to daylight savings time. With inflation, the hour will be the only thing I’ve saved all year.” – Victor Borge,…
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Fighting the Urge to Throw in the Towel
“If a topic makes someone feel emotional, they will rarely be interested in the data. This is why emotions can be such a threat to…
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Where to Find Investment Income
“Big banks, highly leveraged casinos, do whatever they can to keep the cost of their gambling as cheap as possible.” – Max Keiser, American Journalist…
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August 2022 Video Commentary
Pure Portfolios’ Chief Investment Officer, Nik Schuurmans, talks the Fed’s Jackson Hole meeting, yield curve, strength of the U.S. dollar, and more. Let us know…
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Intra-Year Market Declines
“The last leg of a bull market always ends in hysteria; the last leg of a bear market always ends in a panic.” – Jim…
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