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Recent Missives
Investment Executive: Bill Smead on Magnificent Seven as a Stock Market Bubble
Is the Magnificent Seven a stock market bubble? By Kevin Press For more information go to investmentexecutive.com. The information contained in this tv appearance represents SCM’s opinions, and should […]
⟶ Keep Reading2Q26 U.S. Value Strategy Newsletter: Diversification Circa 2026
Most of the studies we've seen argue that 90% of the benefit of diversification comes by the 20th common stock. In our discipline, based on our eight criteria for common stock selection, we...
⟶ Keep Reading2Q26 International Value Strategy Newsletter: Stampeding Towards the Next Problem
The world we wake up to today seems to have all the information we can dream of, but less discernment than is needed. The Iran conflict was misread with oil prices at $100...
⟶ Keep ReadingThe Tsunami of European Bank Mergers
Most global investors are not attuned to what can be seen on the horizon, not far from shore. After the Great Financial Crisis, Europe was slow to address the underlying capital issues. Rather...
⟶ Keep ReadingReuters: Bill Smead on Occidental’s New CEO and Growth
Occidental’s new CEO tested by debt, lagging stock price and big dividend payments to Berkshire By Sheila Dang For more information go to reuters.com. The information contained in this […]
⟶ Keep ReadingTech Stock Climax
In my 45 years in the investment business, we've observed numerous peaks of excitement. In 1987, a bull market that started at a 1982 bottom below 800 on the Dow Jones Industrial Average...
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