“You should follow price. Quit trying to be an expert, follow prices and follow trend.” – Jerry Parker, Chesapeake Capital In Pure Portfolios’ August 2023…
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August 2023 Market Commentary
Starting Yield and Future Bond Returns
“Remember how excited people were about bonds when rates were under 1%? You see how bearish people are about bonds today, with yields at 4.5?” – Jared Dillion, author & investor Bonds have had a historically bad run. If you’re...
read moreJuly 2023 Market Commentary
“One lesson I learned is to make fewer decisions. Sometimes the best thing to do is nothing.” – Lou Simpson, former Berkshire Hathaway employee In…
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June 2023 Market Commentary
“The idea that a bell rings to signal when to get in or out of the market is simply not credible. After fifty years in…
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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…
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April 2023 Market Commentary
“If you want to call it a bear market, it looks as savage as a koala. If you want to call it a bull market,…
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March 2023 Market Commentary
“History provides crucial insight regarding market crisis; they are inevitable, painful, and ultimately surmountable.” – Shelby M.C. Davis, philanthropist and investor Pure Portfolios’ Chief…
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February 2023 Market Commentary
“The main purpose of the stock market is to make fools of as many people as possible.” – Bernard Baruch, American financier Pure Portfolios’ Chief…
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January 2023 Market Commentary
“In investing, what is comfortable is rarely profitable.” – Robert Arnott, Research Affiliates Pure Portfolios’ Chief Investment Officer, Nik Schuurmans, unpacks the first month of…
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December 2022 Market Commentary
“With every investment we become richer or wiser, never both.” – Bill Duhamel, investor Pure Portfolios’ Chief Investment Officer, Nik Schuurmans, unpacks the rollercoaster…
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