“The higher returns to quantitative investing accrue from the abnormally bad behavior of humans at times of crisis.” – Dan Rasmussen, author of The Humble…
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Tariff Talk: Client Q&A on Market Impact and Economic Risks
Tariff Talk: Client Q&A on Market Impact and Economic Risks
“The higher returns to quantitative investing accrue from the abnormally bad behavior of humans at times of crisis.” – Dan Rasmussen, author of The Humble Investor The past few weeks have created a cloud of uncertainty for investors. We’ve collected...
read morePure Portfolios’ March 2025 Market Commentary
In Pure Portfolios’ March 2025 Commentary, Chief Investment Officer, Nik Schuurmans unpacks the growing disconnect between investor sentiment and market fundamentals. Watch the video below……
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Why This Correction Hits Harder
“In investing and life, you will make better decisions if you assume you are wrong and try your best to prove it by finding the…
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Global Markets are Telling a Different Tariff Story
“Tariffs are a tax on business that get eaten by the consumer.” – Cullen Roche, Pragmatic Capitalism We won’t pretend the headline risk of tariff…
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Fully Invested, Light on Cash
“My most important discovery—a finding that changed the course of my career—is that the future is far less predictable than most investors think. The best…
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Pure Portfolios’ February 2025 Market Commentary
In Pure Portfolios’ February 2025 Commentary, Chief Investment Officer, Nik Schuurmans covers headline risk, AI trade fatigue, seasonality, corporate credit spreads, and volatility. Watch the…
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Myth Busting: What the Government Cannot Do
“Stories are always more powerful than statistics.” – Morgan Housel, Same as Ever There’s lots of wild theories rolling around about what the federal government…
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Err on the Side
“Most people make their investment decisions on the basis of an unreliable hodgepodge of half-baked logic, biases, hunches, emotion, and vague fantasies or fears about…
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Pure Portfolios’ January 2025 Market Commentary
In Pure Portfolios’ January 2025 Commentary, Chief Investment Officer, Nik Schuurmans covers the illusion of diversification, the Deep Seek disruption, Nvidia’s massive selloff, and the…
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