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Welcome to the WINDERMERE blog

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If you’ve been reading my articles for a while, you know I’ve written about a tetter totter (or see saw if you prefer) in the past when explaining any number of market dynamics. I’ll risk repeating myself this week as it is such a good visual. It works especially well when thinking about investor sentiment. […]

The Sentiment Teeter Totter

June 1, 2023

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Being from Milwaukee, I likely shouldn’t admit this (shhhhh, don’t tell anyone!) – but I don’t watch a lot of Bucks basketball. Nothing personal against the Bucks, but NBA just isn’t on my usual radar. However, once playoff time rolls around, I can’t help but get swept up in the action and this year was […]

Lessons Beyond the Court

April 27, 2023

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Two major economic reports have been released in the past week for March – labor report and inflation report (as measured by the Consumer Price Index (CPI)). Let’s review the headlines of these economic news releases and explore what these reports may mean for markets moving forward. Labor Market Report Markets may have been closed […]

Economic News Hot Off the Presses

April 12, 2023

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Here we are, nearing the end of Q1 2023. If you simply looked at market returns, you would think it was a pretty decent quarter. During the first three months of the year (with one trading day to go), equity markets have risen around 5%, interest rates have fallen slightly (giving a boost to bond […]

In Defense of Optimism

March 30, 2023

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It’s been yet another tumultuous week in markets. What caused the downward momentum this week? While one can never be certain, market prognosticators have largely pointed to Fed Chair Jay Powell’s comments in front of Congress, as well concerns over job market strength (non-farm payrolls will be released the day after I publish this). Weeks […]

Wait, is it good news or bad news?

March 10, 2023

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Every year, legendary investor Warren Buffett pens a letter to shareholders that accompanies Berkshire Hathaway’s annual report. It’s a must-read in my opinion and while this year’s was a bit shorter than in prior years, it still contained plenty of insightful learnings. I highly encourage you to read the full letter for yourself. Below I’m […]

In Warren’s Words

March 2, 2023

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Interest rates have never been such a hot topic of conversation! It seems you can’t turn on the news or talk to your friends lately without someone bringing up interest rates (did you see what you can earn on cash? look at how much mortgage rates have gone up! should I just buy the 2-year […]

Client Question: Yield Curve

March 2, 2023

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We all know the fairy tale of the wandering girl who stumbles into the home of three bears and tastes the bowls of porridge trying to find one that is the perfect temperature. This “too hot, too cold, just right” parable has been told to countless children over the generations and has also served as […]

Even Goldilocks Would Be Confused

February 16, 2023

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Activist investors have been in the business news in recent months, as they have staked claims in household names such as Disney and Salesforce. A client recently asked what exactly makes an investor an activist investor and what I thought about their role and resulting impact on the companies they target. Let’s dive in! What […]

Client Question: Activist Investors

February 9, 2023

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A research service I subscribe to recently shared an article about decision making. If you are an investor like me than you know all too well the level of decisions you are required to make to stay sane (and invested!). A fresh perspective on decision making is always welcomed. The article discussed a recent book […]

Decisions, Decisions

February 9, 2023


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