There’s a beautiful, productive tension between fundamentals and trends. This tension informs everything that we do here at smithHOUSE, everyday.
If we rely only on fundamentals, we ignore great opportunities that are afforded only to the risk takers. However, if we rely only on trends, we will ride those bandwagons to strange and disappointing destinations. It’s only when you look at the tension between two opposing forces that we find anything of worth.