“A long summer always meant a long winter to come.” – George R. R. Martin The daffodils started blooming early this year. It was unseasonably warm, and I rushed out to take pictures before the inevitable cold snap took out the blooms. It was a flash of color against an otherwise colorless backdrop and an early preview of things to come. But…
“We don’t have to be smarter than the rest; we have to be more disciplined than the rest.” -Warren Buffett Being a sports fan, I like many others, have been starved for the excitement of watching champions at work: Watching a crushing hit, a spectacular goal or an amazing play that many others may not appreciate because they may not…
For those clients who attended our most recent Forecast event, Jeff Weniger, CFA and Market Strategist for Wisdom-Tree was most entertaining. Our thinking continues to be very similar and I thought I’d share some of his recent reflections. Jeff recently wrote, “There are 34-year-olds who have been in the business for 12 years and haven’t seen a prolonged value cycle. That…