“You make most of your money in a bear market, you just don’t realize it at the time.” – Shelby Cullom Davis, famous investor Generating…
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How Much Cash is Too Much?
May 2023 Market Commentary
"Timing crashes is impossible. If you require a forecast for your investment thesis to do well, then you're doing it wrong." - Mark Spitznagel, hedge fund manager. Pure Portfolios' Chief Investment Officer, Nik Schuurmans, covers the choppy month of May,...
read moreFalling Inflation and Stock Returns
“The complaints about how sticky inflation has been nearly matches the claims that it was transitory back in 2021.” – Bespoke Investment Group On November…
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The U.S. Debt Ceiling
“I think it’s ridiculous – it’s always resolved, not that it’s a 100% chance, but I think it gets resolved.” – Bill Gross, Pimco co-founder…
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Market Expectations are Everything
“The past wasn’t as good as you remember. The present isn’t as bad as you think. The future will be better than you anticipate.” Morgan…
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The Demise of King Dollar
“People talk about this concept like foreign countries can just choose not to do business with the U.S. Dollar. Sure, they can. In doing so,…
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Back to Back Calendar Year Losses for Stocks
“In my experience, most people who are lucky enough to sell something before it goes down get so busy patting themselves on the back, they…
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The Market is Quietly Stacking Up Wins
“It’s just that most people see what they want to see. We pride ourselves on living in reality.” – J.C. Parets, All-Star Charts, on the…
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Bond Returns Following Difficult Years
“It’s not that I’m so smart; it’s just that I stay with problems longer.” – Albert Einstein Bonds could use a public relations makeover. The…
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Not a Typical Bank Failure
“This isn’t just one stupid bank making bad decisions. This is a real economic problem where the clients at Silicon Valley Bank were burning money…
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