November 2023 Market Commentary
In Pure Portfolios’ November 2023 Market Commentary, Chief Investment Officer, Nik Schuurmans, covers the ‘Three Headed Monster’; the 10-year Treasury yield, oil prices, and the…
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Does it Still Make Sense to Own Bonds?
“Bonds as an asset class will always be needed, not just by insurance companies and pension funds, but by aging boomers.” – Bill Gross, retired founder of PIMCO It’s an 800-pound gorilla. The biggest asset class in the world (and...
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Latte with Nik: If I Didn’t See It, I...
“The stock market is the story of cycles and of the human behavior that is responsible for overreactions in both directions.” – Seth Klarman, hedge…
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Wall Street is Bearish: That’s a Good Thing
“The best way to tell when a trend is going to reverse is when it fills up with a-holes.” – Jared Dillion, author It’s a…
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October 2023 Market Commentary
“The era of optimism dies in a crisis, but in the dying it gives birth to an era of pessimism.” – Arthur Cecil Piguo, British…
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The Fed Could be in the Bottom of the...
“We believe we are in a new era for fixed income in which bonds offer significantly more value.” – Vanguard on the attractiveness of fixed…
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The Recession that Never Came
“It’s the economy, stupid.” – James Carville, political analyst Go back to any point in 2022. You’re likely to find thousands of headlines that look…
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The Investor Mindset: Fixed vs. Growth
“Self-control is a key to investing success, but so is fending off self-delusion.” – Jason Zweig, Wall Street Journal & financial author I tend to…
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When Safe Assets Become Risky
“There is no such thing as a riskless hedge against inflation.” – Edgar Fiedler, economist and former U.S. Assistant Secretary of the Treasury for Economic…
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September 2023 Market Commentary
“If I depended on economic forecasts, I don’t think we’d make any money.” – Warren Buffett, Berkshire Hathaway In Pure Portfolios’ September 2023 Market Commentary,…
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