“What a year this week has been.” – unknown A handful of stocks couldn’t miss. The pandemic changed the way we did everything overnight. Obscure…
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Checking Up on Pandemic Darlings
The Market Sells Off This Much Every Year
“A decade ago, I made a goal to read more history and fewer forecasts. It was one of the most enlightening changes of my life.” – Morgan Housel, Same as Ever Every year we get the same charade; smart sounding...
read moreHow to Solve the Inflation Problem
“Anyway you calculate it, inflation is WAY above the Fed’s target because of high demand.” Cullen Roche, Discipline Funds The Fed will attempt to kill…
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Waiting for the “All-Clear” Investment Signal
“If you want to make the wrong decision, ask everyone.” – Naval Ravikant, author and investor I want to wait and see what happens with…
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How High Can Bond Yields Go?
“It’s not a normal condition to have interest rates at zero.” – Lloyd Blankfein, former Goldman Sachs CEO The Fed has charted the path forward…
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What Goes Up, Must Come Down
“All past market declines look like opportunities, all future market declines look like risks.” – Morgan Housel, author and investor Watching the stock market tank…
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Throw Away the Old Playbook
“Much of the confusion about the current state of the economy has its origin in people trying to apply classic business-cycle analysis to COVID-19 macro…
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Managing Market Volatility
“Volatility gets you in the gut. There’s no question that when prices are jumping around, you feel different from when they’re stable.” – Peter Bernstein,…
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Pure Portfolios’ 2022 Client Letter
2022 was the year of the opposite. Every market trend and economic reality we’ve known to be true the last ~12 years swung the other…
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How Does this Bull Market Stack Up?
“Everyone is a genius in a bull market.” Mark Cuban, entrepreneur and owner of the Dallas Mavericks. There’s no shortage of investors & pundits telling…
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