What Does Peak Inflation Look Like?
“Every administration thought they had power to end inflation but they really didn’t. I think now you can see that same sense of overconfidence in…
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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 founder of PIMCO It’s an 800-pound gorilla. The biggest asset class in the world (and...
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Does it Still Make Sense to Own Bonds?
White-hot inflation. Rising interest rates. Tanking bond prices. The popular consensus is that investors should abandon their bond allocation. It’s a tidy narrative but deserves…
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March 2022 Market Commentary
“The main purpose of the stock market is to make fools of as many people as possible.” – Bernard Baruch, famous investor In the…
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What’s the Bullish Case for Stocks?
“Tell someone that everything will be ok and they’ll shrug you off. Tell someone they’re in danger and they’ll hang on your every word.” Morgan…
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Mitigating Damage without Playing the Market Oracle
“Imagine thinking you could predict when you would sprain your ankle or get in a car crash. Instead, develop the ability to absorb damage. Train…
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What Are the Odds of a U.S. Recession?
“Being scared of everything is a symptom of being addicted to comfort.” – Orange Book, @orangebook on Twitter Post World War II, the U.S. has…
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February 2022 Market Commentary
What the heck is going on in financial markets? In the below month-end video recap, Pure Portfolios President & CIO Nik Schuurmans, CFA offers his…
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Checking Up on Pandemic Darlings
“What a year this week has been.” – unknown A handful of stocks couldn’t miss. The pandemic changed the way we did everything overnight. Obscure…
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How to Solve the Inflation Problem
“Anyway you calculate it, inflation is WAY above the Fed’s target because of high demand.” Cullen Roche, Discipline Funds The Fed will attempt to kill…
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