“In investing, what is comfortable is rarely profitable.” – Robert Arnott, founder of Research Affiliates Cash is comfortable. It’s also finally producing some interest income…
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Cash is Not a Long-term Investment
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 moreThe Why in Diversify
“Diversification means always have to say you’re sorry.” – Brian Portnoy, founder of Shaping Wealth “Why do we own these bond ETFs? They haven’t done…
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December 2023 Market Commentary
In Pure Portfolios’ December 2023 Market Commentary, Chief Investment Officer, Nik Schuurmans, covers the market climbing the wall of worry, S&P 500 returns in an…
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Pure Portfolios’ 2023 Client Letter
There’s an old parenting quip, “the days are long, but the years are short.” The saying can be attributed to parents of young children who…
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Pure Portfolios’ 2023 Reading List
“In my whole life, I have known no wise people who didn’t read all the time — none, zero. You’d be amazed at how much…
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Tis the Season for Wall Street Forecasting Pt. VII
“The need for certainty is the greatest disease the mind faces.” – Morgan Housel, from his new book, “Same as Ever.” The holiday season is…
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This is Why We Invest: Long-Term View on Markets
“Pessimists sound smart. Optimists make money.” It’s easy to get sucked into what could go wrong. In the digital age, if something is awry in…
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November 2023 Market Commentary
In Pure Portfolios’ November 2023 Market Commentary, Chief Investment Officer, Nik Schuurmans, covers the ‘Three Headed Monster’; the 10-year Treasury yield, oil prices, and the…
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Latte with Nik: If I Didn’t See It, I Wouldn’t Believe It
“The stock market is the story of cycles and of the human behavior that is responsible for overreactions in both directions.” – Seth Klarman, hedge…
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