“The need for certainty is the greatest disease the mind faces.” – Morgan Housel, from his new book, “Same as Ever.” The holiday season is…
Read More
Tis the Season for Wall Street Forecasting Pt. VII
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 moreThis is Why We Invest: Long-Term View on Markets
“Pessimists sound smart. Optimists make money.” It’s easy to get sucked into what could go wrong. In the digital age, if something is awry in…
Read More
November 2023 Market Commentary
In Pure Portfolios’ November 2023 Market Commentary, Chief Investment Officer, Nik Schuurmans, covers the ‘Three Headed Monster’; the 10-year Treasury yield, oil prices, and the…
Read More
Latte with Nik: If I Didn’t See It, I Wouldn’t Believe It
“The stock market is the story of cycles and of the human behavior that is responsible for overreactions in both directions.” – Seth Klarman, hedge…
Read More
Wall Street is Bearish: That’s a Good Thing
“The best way to tell when a trend is going to reverse is when it fills up with a-holes.” – Jared Dillion, author It’s a…
Read More
October 2023 Market Commentary
“The era of optimism dies in a crisis, but in the dying it gives birth to an era of pessimism.” – Arthur Cecil Piguo, British…
Read More
The Fed Could be in the Bottom of the 9th
“We believe we are in a new era for fixed income in which bonds offer significantly more value.” – Vanguard on the attractiveness of fixed…
Read More
The Recession that Never Came
“It’s the economy, stupid.” – James Carville, political analyst Go back to any point in 2022. You’re likely to find thousands of headlines that look…
Read More
The Investor Mindset: Fixed vs. Growth
“Self-control is a key to investing success, but so is fending off self-delusion.” – Jason Zweig, Wall Street Journal & financial author I tend to…
Read More