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…
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A Simple Case for Gold and Bitcoin
“The debt is not going to be balanced. The annual deficit seems to be getting worse and worse. And if the dollar is going to be debased, then bitcoin is going to keep going up.” – Anthony Pompliano, The Pomp...
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International Diversification: Looking Beyond the S&P 500
“Valuation changes rewarding cheap stocks and punishing expensive ones is one of the most powerfully recurring features of global equity markets.” – Dan Rasmussen, The…
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Turn Off the TV
“Our obsession with being informed makes it hard to think long-term. We spend hours consuming news because we want to be informed. The problem is,…
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Pure Portfolios’ April 2025 Market Commentary
Markets declined by ~13% in April before recovering to end the month nearly flat. This marked one of the largest intra-month reversals in market history….
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Does it Still Make Sense to Own Bonds?
“Bonds as an asset class will always be needed, not just by insurance companies and pension funds, but by aging boomers.” – Bill Gross, retired…
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Closest Thing to a Fat Pitch in Investing
“Interest rates go up and down, stock markets boom and bust, but human psychology never changes. I believe that studying how people think about and…
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Tariff Talk: Client Q&A on Market Impact and Economic...
“The higher returns to quantitative investing accrue from the abnormally bad behavior of humans at times of crisis.” – Dan Rasmussen, author of The Humble…
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Is Your Retirement Plan Ready for Market Volatility?
Market uncertainty is the rule—not the exception. Interest rate hikes, inflation pressures, and political noise aren’t going away anytime soon. If you’re nearing or in…
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Pure Portfolios’ March 2025 Market Commentary
In Pure Portfolios’ March 2025 Commentary, Chief Investment Officer, Nik Schuurmans unpacks the growing disconnect between investor sentiment and market fundamentals. Watch the video below……
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