Investment Themes by Decade
“Owning US tech was the trade of the last decade. Look forwards not backwards. That trade is over. What will be the one to take…
Read More
“Owning US tech was the trade of the last decade. Look forwards not backwards. That trade is over. What will be the one to take…
Read More
“With every investment we become richer or wiser, never both.” – Bill Duhamel, investor Pure Portfolios’ Chief Investment Officer, Nik Schuurmans, unpacks the rollercoaster…
Read More
“The real rally could come not from Santa Claus, but from Federal Reserve Chairman Jerome Powell, who will decide how much longer to hike interest…
Read More
“Reading a book isn’t a race – the better the book, the slower it should be absorbed.” – Naval Ravikant, author & investor I’ve asked…
Read More
“There are two kinds of forecasters: those who don’t know, and those who don’t know they don’t know.” – John Kenneth Balbraith, economist Hot chocolate….
Read More
“As crisis is comprised of danger and opportunity, those who sense change in the early stages will tend to have the most bountiful harvest.” –…
Read More
“Thanksgiving is a joyous invitation to shower the world with love and gratitude.” – Amy Leigh Mercree We take a break from our regular blog…
Read More
“You should obsess over risks that do permanent damage & care little about risks that do temporary harm, but the opposite is more common.” –…
Read More
“Historically, investors overestimate the impact of political parties, Presidents, and legislation. Even if one was to correctly forecast a political outcome, markets seldom react in…
Read More