“What a year this week has been.” – unknown A handful of stocks couldn’t miss. The pandemic changed the way we did everything overnight. Obscure…
Read More
Checking Up on Pandemic Darlings
Closest Thing to a Fat Pitch in Investing
“Interest rates go up and down, stock markets boom and bust, but human psychology never changes. I believe that studying how people think about and react to markets—and particularly studying the most common mistakes investors make—can give us an edge...
read moreHow to Solve the Inflation Problem
“Anyway you calculate it, inflation is WAY above the Fed’s target because of high demand.” Cullen Roche, Discipline Funds The Fed will attempt to kill…
Read More
Waiting for the “All-Clear” Investment Signal
“If you want to make the wrong decision, ask everyone.” – Naval Ravikant, author and investor I want to wait and see what happens with…
Read More
How High Can Bond Yields Go?
“It’s not a normal condition to have interest rates at zero.” – Lloyd Blankfein, former Goldman Sachs CEO The Fed has charted the path forward…
Read More
What Goes Up, Must Come Down
“All past market declines look like opportunities, all future market declines look like risks.” – Morgan Housel, author and investor Watching the stock market tank…
Read More
Throw Away the Old Playbook
“Much of the confusion about the current state of the economy has its origin in people trying to apply classic business-cycle analysis to COVID-19 macro…
Read More
Managing Market Volatility
“Volatility gets you in the gut. There’s no question that when prices are jumping around, you feel different from when they’re stable.” – Peter Bernstein,…
Read More
Pure Portfolios’ 2022 Client Letter
2022 was the year of the opposite. Every market trend and economic reality we’ve known to be true the last ~12 years swung the other…
Read More
How Does this Bull Market Stack Up?
“Everyone is a genius in a bull market.” Mark Cuban, entrepreneur and owner of the Dallas Mavericks. There’s no shortage of investors & pundits telling…
Read More