“The purpose of volatility is to make people make stupid decisions.” – Jared Dillion, The Daily Dirt Nap Yen carry trade Weak jobs report Fed…
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Market Correction Reflection
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 morePure Portfolios’ July 2024 Market Commentary
Last month, we highlighted the historical gap between U.S. large cap stocks and smaller companies. July saw a massive reversal with small cap stocks staging…
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What Should Retirees Pay Attention To?
“The information you consume each day is the soil from which your future thoughts are grown.” – James Clear, Atomic Habits “What have you been…
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Picking Individual Stocks is Hard
“Owning individual stocks invites infinitely more behavioral hurdles than a simpler strategy. It’s easier to ignore index funds and ETFs. You can’t ignore individual stocks.”…
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Unprecedented Uncertainty
“It’s good to learn from your mistakes. It’s better to learn from other people’s mistakes.” – Charlie Munger, Co-founder of Berkshire Hathaway Unprecedented volatility Unprecedented…
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Pure Portfolios’ June 2024 Market Commentary
In Pure Portfolios’ June 2024 Market Commentary, Chief Investment Officer, Nik Schuurmans, covers U.S. large cap extremes relative to small cap & value stocks, the…
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Tale of Two Markets
“What you see is not what others see. We inhabit parallel worlds of perception, bounded by our interest and experience. What is obvious to some…
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Probable Probabilities
“The biggest risk is always what no one sees coming, because if no one sees it coming, no one’s prepared for it; and if no…
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The Longest Drawdown in Recent History
“Bonds as an asset class will always be needed, not just by insurance companies and pension funds, but aging boomers.” – Bill Gross, PIMCO founder…
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