“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,…
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Principled Investing
What Are Reasonable Return Expectations?
“Reality will pay you back in equal proportion to your delusion.” - Will Smith, actor & musician Stanley Druckenmiller is one of the most successful investors of his generation. During his time running Duquesne Capital (1981 – 2010), he never...
read moreThe 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,…
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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…
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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…
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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…
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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…
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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…
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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…
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Pure Portfolios’ March 2024 Market Commentary
In Pure Portfolios’ March 2024 Market Commentary, Chief Investment Officer, Nik Schuurmans, unpacks high yield credit spreads, elevated U.S. stock valuations & future returns, and…
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