“Fear, greed and hope have destroyed more portfolio value than any recession or depression we have ever been through.” – James O’Shaughnessy, Founder of O’Shaughnessy…
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Assets That Could Hold Up During a Recession
Recession Signals that are Flashing Red
“There are decades when nothing happens, and weeks when decades happen.” – Uday Kotak, founder of Kotak Mahindra Bank The gap between how people are feeling about the economy and what’s happening is bigger than the Grand Canyon. The soft...
read moreSix Investing Lessons from 2022
“I have civilized my own subjects; I have conquered other nations; yet I have not been able to civilize or conquer myself.” – Peter the…
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U.S. Debt Ceiling Fiasco: Big Risk or Big Nothing?
“Playing political football with a vote to raise the nation’s debt ceiling has become as predictable as a Twitter rant from Charlie Sheen.” – Peter…
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The Perception of Risk
Quick question, which below stock market graph would you deem more risky? Graph A or B? Graph A Source: Koyfin, Pure Portfolios The above graph…
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Investment Themes by Decade
“Owning US tech was the trade of the last decade. Look forwards not backwards. That trade is over. What will be the one to take…
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Santa Claus Rally, Fact or Fiction?
“The real rally could come not from Santa Claus, but from Federal Reserve Chairman Jerome Powell, who will decide how much longer to hike interest…
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Tis the Season for Wall Street Forecasting Pt. VI
“There are two kinds of forecasters: those who don’t know, and those who don’t know they don’t know.” – John Kenneth Balbraith, economist Hot chocolate….
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Top 5 Pure Portfolios’ Blogs: Turkey Edition
“Thanksgiving is a joyous invitation to shower the world with love and gratitude.” – Amy Leigh Mercree We take a break from our regular blog…
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Avoiding the Extremes
“You should obsess over risks that do permanent damage & care little about risks that do temporary harm, but the opposite is more common.” –…
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