“If the average investor allocation to equities is abnormally high, then prices are probably abnormally high–the market’s probably expensive.” – Jesse Livermore, famous investor Let’s…
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This Market Signal is Flashing Red
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 morePure Portfolios’ August 2024 Market Commentary
In Pure Portfolios’ August Commentary, Chief Investment Officer, Nik Schuurmans, covers rate cuts & future returns, the quiet comeback of bonds, and why the “misery…
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Rate Cuts and Stock Returns
“Whoever controls the volume of money in any country is absolute master of all industry and commerce.” – James A. Garfield, 20th President of the…
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Characteristics of a Bull Market
“Bull markets ignore bad news, and any good news is reason for a further rally.” – Colm O’Shea, professor at New York University The latest…
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Market Correction Reflection
“The purpose of volatility is to make people make stupid decisions.” – Jared Dillion, The Daily Dirt Nap Yen carry trade Weak jobs report Fed…
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Pure Portfolios’ July 2024 Market Commentary
Last month, we highlighted the historical gap between U.S. large cap stocks and smaller companies. July saw a massive reversal with small cap stocks staging…
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What Should Retirees Pay Attention To?
“The information you consume each day is the soil from which your future thoughts are grown.” – James Clear, Atomic Habits “What have you been…
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Picking Individual Stocks is Hard
“Owning individual stocks invites infinitely more behavioral hurdles than a simpler strategy. It’s easier to ignore index funds and ETFs. You can’t ignore individual stocks.”…
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Unprecedented Uncertainty
“It’s good to learn from your mistakes. It’s better to learn from other people’s mistakes.” – Charlie Munger, Co-founder of Berkshire Hathaway Unprecedented volatility Unprecedented…
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