Is Real Estate Dead?
There has been chatter about the demise of retail and office real estate. Find why writing off real estate might be a mistake.
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Nik Schuurmans, CFA
- Aug 6, 2020
- 3 min
Investor Behavior During the COVID Sell-off
Investors rarely get meaningful feedback in a bull market. In fact, you can get misleading feedback. For example, let's say an investor...
111 views0 comments
Nik Schuurmans, CFA
- Jul 30, 2020
- 3 min
The Case for Gold
"Gold is a polarizing asset. Investors either love it or hate it, but rarely does the opinion lie in the middle. No matter what your...
87 views0 comments
Nik Schuurmans, CFA
- Jul 23, 2020
- 2 min
Future Returns for the Biggest Companies in the World
"The fact that a small subset of companies’ stocks account for an outsized portion of the stock market is not new. It is not a new...
80 views0 comments
Nik Schuurmans, CFA
- Jul 16, 2020
- 3 min
Investing in a 0% World
"Zero rates aren't a new normal; they're just normal in Japan." - Verdad Capital That didn't last long. After four years of...
109 views0 comments
Nik Schuurmans, CFA
- Jul 9, 2020
- 3 min
Is the Market Unhinged from the Economy?
"The stock market is rocketing higher while the economy is in shambles. I expect the market to reflect the underlying economy very...
80 views0 comments
Nik Schuurmans, CFA
- Jul 1, 2020
- 4 min
The Decade in Emerging Markets Starts Now
This is a guest post from Pure Portfolios associate Robert Okada, CFA. The following post was featured on Seeking Alpha. Summary...
100 views0 comments
Nik Schuurmans, CFA
- Jun 25, 2020
- 3 min
Good from Far, but Far from Good
“It is remarkable how much long-term advantage people like us have gotten by trying to be consistently not stupid, instead of trying to...
71 views0 comments
Nik Schuurmans, CFA
- Jun 18, 2020
- 3 min
Scratching Your Degenerate Itch
"Bad bets sometimes pay off." - Marty Rubin, Canadian Author There's been a stir in financial media about Robinhood traders bidding up...
101 views0 comments
Nik Schuurmans, CFA
- Jun 11, 2020
- 3 min
Investing Cash in a Runaway Market
"Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in...
125 views0 comments
Nik Schuurmans, CFA
- Jun 4, 2020
- 3 min
The Brilliance of "I Don't Know"
"We cherish not only answering every question, but also being quick-witted. The answer has to be produced in the shortest amount of time...
100 views0 comments
Nik Schuurmans, CFA
- May 28, 2020
- 2 min
I Keep Coming Back to One Question
“We have to practice defensive investing, since many of the outcomes are likely to go against us. It’s more important to ensure survival...
89 views0 comments
Nik Schuurmans, CFA
- May 21, 2020
- 4 min
Mitigating Damage without Placing a Trade
"We will all feel pain in the next recession or stock market drop, but what can we do now to mitigate the damage?" - Pure Blog, September...
183 views0 comments
Nik Schuurmans, CFA
- May 14, 2020
- 3 min
Does Your ESG Approach Pass the Smell Test?
I was perusing my LinkedIn feed when a particular post caught my eye. For the record, I have no clue who Mark A. Smith is. I don't know...
76 views0 comments
Nik Schuurmans, CFA
- May 7, 2020
- 4 min
Municipal Magic
"You can take advantage of pockets of opportunity in what people don't want." - Jeff Gundlach, DoubleLine CEO We've been fielding a...
96 views0 comments
Nik Schuurmans, CFA
- Apr 30, 2020
- 3 min
Waking up After a Yearlong Coma
"Every once in a while, the market does something so stupid it takes your breath away." - Jim Cramer The date is April 29th, 2019. You...
108 views0 comments
Nik Schuurmans, CFA
- Apr 22, 2020
- 4 min
The Plight of an All-Equity Investor
“The stock market is the story of cycles and of the human behaviour that is responsible for overreactions in both directions.” - Seth...
117 views0 comments
Nik Schuurmans, CFA
- Apr 16, 2020
- 4 min
What's Your Silver Lining?
The days blend together. I feel like Bill Murray in the movie Groundhog Day. I'm working at my makeshift office at the end of the...
89 views0 comments
Nik Schuurmans, CFA
- Apr 9, 2020
- 4 min
Bear Market Rally or Did We Hit Bottom?
"A cycle like this does not end with a mere month-long correction. A real bear market is only over when no one is interested in stocks...
136 views0 comments
Nik Schuurmans, CFA
- Apr 2, 2020
- 4 min
Bear Market Assessment: What We Got Right & Wrong
Lawrence Hamtil runs a wealth management firm in Overland, KS. He posted the above self-assessment on Twitter on his portfolio...
189 views0 comments