In Pure Portfolios’ May 2024 Market Commentary, Chief Investment Officer, Nik Schuurmans, covers retailers reducing prices, gold’s sneaky good run, and the AI boom. Is…
Read More
Pure Portfolios’ May 2024 Market Commentary
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 morePrincipled Investing
“The dead outnumber the living fourteen to one, and we ignore the accumulated experience of such a huge majority of mankind at our peril.” —Niall Ferguson,…
Read More
The Benchmark Fallacy
“The highest form of wealth is the ability to wake up every morning and say: ‘I can do whatever I want today.” — Morgan Housel,…
Read More
Understanding Safe Withdrawal Rates
One of the key considerations in retirement planning is determining a safe withdrawal rate – the pace at which you can draw down your savings…
Read More
Pure Portfolios’ April 2024 Market Commentary
In Pure Portfolios’ April 2024 Market Commentary, Chief Investment Officer, Nik Schuurmans, unpacks intra-year S&P 500 drawdowns, stubborn inflation, the crazy journey of the Magnificent…
Read More
Rush to Riches
“Slow success builds character. Fast success builds ego.” Ratan Tata, former chair of Tata Group A young golfer approaches her swing coach and asks, “How…
Read More
Markets After Major Geopolitical Events
“The world changes. This is the biggest problem in markets.” – Bill Miller, former chairmen of Legg Mason Capital Management T. Rowe Price, founder of…
Read More
Hot Themes and Future Returns
“I didn’t learn anything. I already knew I wasn’t supposed to do that.” – Stanley Drunkenmiller, after losing $3 billion dollars on tech stocks. The…
Read More
Can the Market Predict the Next President?
“If you mix your politics with your investment decisions, you’re making a big mistake.” – Warren Buffett, Berkshire Hathaway It is not a secret 2024…
Read More