Waiting for the “All-Clear” Investment Signal
“If you want to make the wrong decision, ask everyone.” – Naval Ravikant, author and investor I want to wait and see what happens with…
Read More
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...
read more
How High Can Bond Yields Go?
“It’s not a normal condition to have interest rates at zero.” – Lloyd Blankfein, former Goldman Sachs CEO The Fed has charted the path forward…
Read More
What Goes Up, Must Come Down
“All past market declines look like opportunities, all future market declines look like risks.” – Morgan Housel, author and investor Watching the stock market tank…
Read More
Throw Away the Old Playbook
“Much of the confusion about the current state of the economy has its origin in people trying to apply classic business-cycle analysis to COVID-19 macro…
Read More
Managing Market Volatility
“Volatility gets you in the gut. There’s no question that when prices are jumping around, you feel different from when they’re stable.” – Peter Bernstein,…
Read More
Pure Portfolios’ 2022 Client Letter
2022 was the year of the opposite. Every market trend and economic reality we’ve known to be true the last ~12 years swung the other…
Read More
How Does this Bull Market Stack Up?
“Everyone is a genius in a bull market.” Mark Cuban, entrepreneur and owner of the Dallas Mavericks. There’s no shortage of investors & pundits telling…
Read More
Pure Portfolios’ 2021 Client Letter
2021 marks the five-year anniversary of Pure Portfolios (see The Story of Pure Portfolios). We are grateful for the client relationships we’ve built along the…
Read More
Pure Portfolios’ Best of 2021
“A fit body, a calm mind, a house full of love. These things cannot be bought — they must be earned.” – Naval Ravikant, entrepreneur…
Read More