Spectacular Implosion
"How did you go bankrupt?" "Two ways. Gradually, then suddenly.” - Ernest Hemingway, The Sun Also Rises. It takes talent to lose $8...
Investment advisory services offered through Pure Portfolios, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. Registration does not imply any level of skill or training. This website is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor.
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Nik Schuurmans, CFA
- Apr 1, 2021
- 3 min
The Identity Leak
"Keep your identity small." - Paul Graham, famous investor. I was an average high school basketball player. Good enough to get on the...
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- Mar 22, 2021
- 2 min
Not Buying What the Fed is Selling
The Fed was on autopilot. Its forward guidance made clear that market participants could set their watches to four interest rate hikes in...
93 views0 comments
Nik Schuurmans, CFA
- Mar 18, 2021
- 3 min
The New Age Investor
“Behind the recent surge in retail investing is a younger, often new-to-investing, and aggressive cohort not afraid to employ leverage”...
94 views0 comments
Nik Schuurmans, CFA
- Mar 11, 2021
- 4 min
Beating the Bubble Horse
"I'm just waiting for the bubble to pop." - Anonymous potential client Have you ever met the type that thinks everything is in a bubble?...
66 views0 comments
Nik Schuurmans, CFA
- Mar 4, 2021
- 3 min
Perspective on Rising Bond Yields
The recent uptick in yields has the reignited the "bonds will get crushed" angry mob. "Bonds are dead." - Warren Buffett via CNBC We can...
99 views0 comments
Nik Schuurmans, CFA
- Feb 25, 2021
- 4 min
Bitcoin, What Of It?
The root problem with conventional currency is all the trust that's required to make it work. The central bank must be trusted not to...
127 views0 comments
Nik Schuurmans, CFA
- Feb 18, 2021
- 3 min
Investing at All-Time Highs
In the early years of the smartphone, it was quite common to carry a personal cell and a work cell. Eventually, we wised up at the...
137 views0 comments
Nik Schuurmans, CFA
- Feb 11, 2021
- 4 min
Is the 4% Rule Dead?
Mental shortcuts or heuristics are used to make quick decisions, either because of time constraints or to simplify a complex problem. The...
158 views0 comments
Nik Schuurmans, CFA
- Feb 4, 2021
- 4 min
Is Inflation Coming?
The health and wellness gurus will tell you that they meditate for two hours, exercise, and eat egg whites all before 6am. I check my...
118 views0 comments
Nik Schuurmans, CFA
- Jan 28, 2021
- 4 min
Monte Carlo Analysis: Worthless or Worthwhile?
"Oh, Monte Carlo, I've done that. It's worthless!" "This simulation is the greatest thing ever!" "I don't know what I'm going to do. ...
309 views0 comments
Nik Schuurmans, CFA
- Jan 21, 2021
- 4 min
Is your Portfolio Drunk or Sober?
"Take calculated risks. That is quite different from being rash." - George S. Patton Let's say I'm invited over to your house for dinner....
110 views0 comments
Nik Schuurmans, CFA
- Jan 14, 2021
- 3 min
The Blue Wave and Stock Returns
"“We are beginning to see trends that people tend to fear what they are exposed to in the media. Many of the top 10 fears this year can...
82 views0 comments
Nik Schuurmans, CFA
- Jan 7, 2021
- 3 min
Getting a Fat Pitch and Not Swinging
"Amateurs think the world should work the way they want it to. Professionals realize that they have to work with the world as they find...
125 views0 comments
Nik Schuurmans, CFA
- Dec 30, 2020
- 3 min
The Most Interesting Charts of 2020
"Success is a lousy teacher. It seduces smart people into thinking they can't lose." - Bill Gates. If success is a lousy teacher, 2020...
118 views1 comment
Nik Schuurmans, CFA
- Dec 23, 2020
- 3 min
Tis the Season for Wall Street Forecasts Pt. IV
"Extraordinary claims should require extraordinary evidence to be believed." - Kevin Kelly, The Technium Blog. I keep a running list of...
69 views0 comments
Nik Schuurmans, CFA
- Dec 17, 2020
- 3 min
December 2020 Citywire Feature with Nik Schuurmans
Back in mid-2019, Pure Portfolios was featured in Citywire Magazine's My Model Portfolio series (you can read the first article here). ...
125 views0 comments
Nik Schuurmans, CFA
- Dec 10, 2020
- 4 min
Do PE Ratios Matter?
"When valuations are rich, they provide more fuel for a sell-off in the presence of a negative catalyst." - Bespoke Investment Group...
124 views0 comments
Nik Schuurmans, CFA
- Dec 3, 2020
- 3 min
When Being Right is a Curse
“Wouldn't economics make a lot more sense if it were based on how people actually behave, instead of how they should behave?” - Dan...
84 views0 comments
Nik Schuurmans, CFA
- Nov 19, 2020
- 4 min
What's the Worst Advice You've Ever Received?
"Almost everyone you talk to currently seems to love dividends as interest rates have fallen and investors search for yield." - Meb...
127 views0 comments