“Slow success builds character. Fast success builds ego.” Ratan Tata, former chair of Tata Group A young golfer approaches her swing coach and asks, “How…
Read More
Rush to Riches
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 moreMarkets After Major Geopolitical Events
“The world changes. This is the biggest problem in markets.” – Bill Miller, former chairmen of Legg Mason Capital Management T. Rowe Price, founder of…
Read More
Hot Themes and Future Returns
“I didn’t learn anything. I already knew I wasn’t supposed to do that.” – Stanley Drunkenmiller, after losing $3 billion dollars on tech stocks. The…
Read More
Can the Market Predict the Next President?
“If you mix your politics with your investment decisions, you’re making a big mistake.” – Warren Buffett, Berkshire Hathaway It is not a secret 2024…
Read More
Pure Portfolios’ March 2024 Market Commentary
In Pure Portfolios’ March 2024 Market Commentary, Chief Investment Officer, Nik Schuurmans, unpacks high yield credit spreads, elevated U.S. stock valuations & future returns, and…
Read More
Estimating Future Equity Returns
“We deceive ourselves when we believe that past stock market return patterns provide the bounds by which we can predict the future.” – John Bogle,…
Read More
The Resilience of the U.S. Economy
Let’s go back to summer of 2022. It wasn’t a matter of if a recession was coming, rather a matter of when. From our July…
Read More
Why Not Go All-In on the S&P 500?
“I might just put my money in the S&P 500 and call it good. “ – anonymous prospective client The drumbeat is growing louder as…
Read More
Pure Portfolios’ February 2024 Market Commentary
In Pure Portfolios’ February 2024 Market Commentary, Chief Investment Officer, Nik Schuurmans, unpacks the struggles of rate sensitive assets, why all-time highs are nothing to…
Read More