Rate Cuts and Stock Returns
“Whoever controls the volume of money in any country is absolute master of all industry and commerce.” – James A. Garfield, 20th President of the…
Read More
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,...
read more
Characteristics of a Bull Market
“Bull markets ignore bad news, and any good news is reason for a further rally.” – Colm O’Shea, professor at New York University The latest…
Read More
Market Correction Reflection
“The purpose of volatility is to make people make stupid decisions.” – Jared Dillion, The Daily Dirt Nap Yen carry trade Weak jobs report Fed…
Read More
Pure Portfolios’ July 2024 Market Commentary
Last month, we highlighted the historical gap between U.S. large cap stocks and smaller companies. July saw a massive reversal with small cap stocks staging…
Read More
What Should Retirees Pay Attention To?
“The information you consume each day is the soil from which your future thoughts are grown.” – James Clear, Atomic Habits “What have you been…
Read More
Picking Individual Stocks is Hard
“Owning individual stocks invites infinitely more behavioral hurdles than a simpler strategy. It’s easier to ignore index funds and ETFs. You can’t ignore individual stocks.”…
Read More
Unprecedented Uncertainty
“It’s good to learn from your mistakes. It’s better to learn from other people’s mistakes.” – Charlie Munger, Co-founder of Berkshire Hathaway Unprecedented volatility Unprecedented…
Read More
Pure Portfolios’ June 2024 Market Commentary
In Pure Portfolios’ June 2024 Market Commentary, Chief Investment Officer, Nik Schuurmans, covers U.S. large cap extremes relative to small cap & value stocks, the…
Read More
Tale of Two Markets
“What you see is not what others see. We inhabit parallel worlds of perception, bounded by our interest and experience. What is obvious to some…
Read More