Don’t Believe Everything You Hear on Tariffs
“Everybody talks about tariffs as the first thing. Tariffs are the last thing. Tariffs are part of the negotiation. The real trick is going to…
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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 Humble Investor In the spring of 2023, Larry Summers, former US. Secretary of the Treasury,...
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Will Outsized U.S. Stock Returns Continue?
“When something is on the pedestal of popularity, the risk of a decline is high. When people assume — and price in — an expectation…
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Pure Portfolios’ December 2024 Market Commentary
In Pure Portfolios’ December 2024 Commentary, Chief Investment Officer, Nik Schuurmans reflects on a year of market resilience and the set-up heading into 2025. Nik…
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Pure Portfolios’ 2024 Client Letter
As we approach the year’s end, we at Pure Portfolios want to take a moment to thank you for your trust and partnership in 2024….
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Tis the Season for Wall Street Forecasting VIII
“A decade ago, I made a goal to read more history and fewer forecasts. It was one of the most enlightening changes of my life.”…
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Pure Portfolios’ 2024 Reading List
“Books and doors are the same thing. You open them, and you go through into another world.” – Jeanette Winterson, English author I’ve asked the…
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Pure Portfolios’ November 2024 Market Commentary
In Pure Portfolios’ November 2024 Commentary, Chief Investment Officer, Nik Schuurmans, covers how the market tends to overshoot post-election, how stocks perform when one party…
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Reckless Government Spending: How it Could Impact Your Investments
“We are going to be broke really quickly unless we get serious about dealing with our spending issues.” – Paul Tudor Jones, hedge fund manager…
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Could Future S&P 500 Returns Be Lower?
“History doesn’t repeat, but it often rhymes.” – Mark Twain Anyway you slice it, the S&P 500 is historically expensive. The conundrum for those waiting…
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