Our Advice

Our company understands how frustrating and illogical the stock market can be. We have been involved in stock markets for 40 years and had success despite these shortcomings. Through our missives, quarterly newsletters and appearances in the media, we provide advice on how to avoid stock market failure. 

Don’t Cry for the Most Wealthy

Printable Version Dear fellow investors, Over the last four years, we have argued that the glamour monopoly technology companies have a low multiplier effect in the U.S. economy. At the same time, home...

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Investing Through Cold Stretches

Printable Version Dear fellow investors,  We are approximately six to twelve months into a bear market in stocks and bonds. This bear market is the natural consequence of the financial euphoria episode which...

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When Quality Fails

Printable Version Dear fellow investors, Academics argue that there are three proven factors of investing: Value, quality (Asness’s QMJ) and momentum. For our discipline, we don’t believe we can add alpha in the...

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Barron’s: Bill Smead on the Next Generation

The Wedding Boom Is Hiding a Troubling Trend for the EconomyBy Sabrina EscobarFor more information go to www.barrons.com.Stocks mentioned: TGTThe information contained in this article represents SCM's opinions, and should not be construed...

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Stock Market Metaverse

Printable Version Dear fellow investors, Virtual reality is not reality! We have just come through an era where virtual reality controlled stocks and bonds. For this reason, a series of unreal factors drove...

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Our Advice

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Buffett, Jones and Hamm: An Oil Wisdom Trifecta

June 28, 2022

Someone once said, “Better than being smart is knowing who is!” Over the last few weeks, three of the richest and most successful businessmen in the U.S. have let us know what they...

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Don’t Cry for the Most Wealthy

June 22, 2022

Over the last four years, we have argued that the glamour monopoly technology companies have a low multiplier effect in the U.S. economy. At the same time, home ownership and the creation of...

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Investing Through Cold Stretches

June 14, 2022

We are approximately six to twelve months into a bear market in stocks and bonds. This bear market is the natural consequence of the financial euphoria episode which preceded it. How do wise...

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Bloomberg Markets: Cole Smead, CFA on Target and the US Consumer

June 8, 2022

Smead: Going to be Tough to Kill US Consumer By Alix Steel and Guy Johnson For more information go to www.bloomberg.com. Stocks mentioned: TGT The information contained in this article … Bloomberg Markets:...

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When Quality Fails

June 7, 2022

Academics argue that there are three proven factors of investing: Value, quality (Asness’s QMJ) and momentum. For our discipline, we don’t believe we can add alpha in the latter. Momentum is a weird...

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Barron’s: Bill Smead on the Next Generation

June 4, 2022

The Wedding Boom Is Hiding a Troubling Trend for the Economy By Sabrina Escobar For more information go to www.barrons.com. Stocks mentioned: TGT The information contained in this article represents … Barron’s: Bill...

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CNBC Squawk Box Europe: Bill Smead on Wolverine Inflation

June 2, 2022

This is ‘wolverine inflation’ because it has no natural predator, investor says Hosted by Geoff Cutmore For more information go to www.cnbc.com. The information contained in this tv appearance represents … CNBC Squawk...

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Stock Market Metaverse

May 31, 2022

Virtual reality is not reality! We have just come through an era where virtual reality controlled stocks and bonds. For this reason, a series of unreal factors drove what we call the stock...

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