“When something is on the pedestal of popularity, the risk of a decline is high. When people assume — and price in — an expectation…
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Will Outsized U.S. Stock Returns Continue?
Where Inflation Actually Comes From
“Only government can take perfectly good paper, cover it with perfectly good ink, and make the combination worthless.” – Milton Friedman on money printing and inflationary monetary policy Every month investors, speculators, market participants eagerly await inflation data. Trillions of...
read morePure Portfolios’ December 2024 Market Commentary
In Pure Portfolios’ December 2024 Commentary, Chief Investment Officer, Nik Schuurmans reflects on a year of market resilience and the set-up heading into 2025. Nik…
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Pure Portfolios’ 2024 Client Letter
As we approach the year’s end, we at Pure Portfolios want to take a moment to thank you for your trust and partnership in 2024….
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Tis the Season for Wall Street Forecasting VIII
“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.”…
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Pure Portfolios’ 2024 Reading List
“Books and doors are the same thing. You open them, and you go through into another world.” – Jeanette Winterson, English author I’ve asked the…
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Pure Portfolios’ November 2024 Market Commentary
In Pure Portfolios’ November 2024 Commentary, Chief Investment Officer, Nik Schuurmans, covers how the market tends to overshoot post-election, how stocks perform when one party…
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Reckless Government Spending: How it Could Impact Your Investments
“We are going to be broke really quickly unless we get serious about dealing with our spending issues.” – Paul Tudor Jones, hedge fund manager…
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Could Future S&P 500 Returns Be Lower?
“History doesn’t repeat, but it often rhymes.” – Mark Twain Anyway you slice it, the S&P 500 is historically expensive. The conundrum for those waiting…
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Pure Portfolios’ October 2024 Market Commentary
In Pure Portfolios’ October 2024 Commentary, Chief Investment Officer, Nik Schuurmans, covers asset class returns & falling inflation, how often the U.S. economy is in…
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