It was a successful weekend for me on the fantasy football front (because I know you were all DYING to know).  Next weekend is the championship of our league, so fingers crossed!  This is potentially a quiet week for many of us with Christmas coming this weekend.  For my beloved New York Jets, the next two weeks can’t go by quick enough, but for everyone else, I wish you a safe and happy end to 2016 and an even better 2017!

Here’s what I’ve been reading this morning:

‘Factor Rotation: Possible, but Worth It?’ – Corey Hoffstein – Newfound Research

‘Reverse Budgeting: Creating a Budget That Actually Works’ – Peter Lazaroff

‘What’s Wrong With Cash?’ – Meb Faber – Meb Faber Research

‘Soros, Fallibility, Reflexivity, and the Importance of Adapting’ – Tadas Viskanta

‘How We Respond to Client Concerns on Valuations’ – Josh Brown – The Reformed Broker

ENJOY!

tim

Now Go Talk About It!