Markets After Major Geopolitical Events
“The world changes. This is the biggest problem in markets.” – Bill Miller, former chairmen of Legg Mason Capital Management T. Rowe Price, founder of…
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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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Hot Themes and Future Returns
“I didn’t learn anything. I already knew I wasn’t supposed to do that.” – Stanley Drunkenmiller, after losing $3 billion dollars on tech stocks. The…
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Can the Market Predict the Next President?
“If you mix your politics with your investment decisions, you’re making a big mistake.” – Warren Buffett, Berkshire Hathaway It is not a secret 2024…
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Pure Portfolios’ March 2024 Market Commentary
In Pure Portfolios’ March 2024 Market Commentary, Chief Investment Officer, Nik Schuurmans, unpacks high yield credit spreads, elevated U.S. stock valuations & future returns, and…
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Estimating Future Equity Returns
“We deceive ourselves when we believe that past stock market return patterns provide the bounds by which we can predict the future.” – John Bogle,…
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The Resilience of the U.S. Economy
Let’s go back to summer of 2022. It wasn’t a matter of if a recession was coming, rather a matter of when. From our July…
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Why Not Go All-In on the S&P 500?
“I might just put my money in the S&P 500 and call it good. “ – anonymous prospective client The drumbeat is growing louder as…
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Pure Portfolios’ February 2024 Market Commentary
In Pure Portfolios’ February 2024 Market Commentary, Chief Investment Officer, Nik Schuurmans, unpacks the struggles of rate sensitive assets, why all-time highs are nothing to…
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The Most Valuable Financial Advisor Task
“Investors are always searching for good ideas, when what they need are good habits.” – Jason Zweig, Wall Street Journal & author If you asked…
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