Author: Smead Capital Management

BNN Bloomberg: Cole Smead, CFA on Commodity Strategy

Money manager says oil bears will be weeping when crude hits US$120 By Emma Graney For more information go to www.bnnbloomberg.ca. Stocks mentioned: CVE The information contained in this article represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past performance

⟶ Keep Reading

The Fed’s Entropy Bubble

Entropy, which is a measure of disorder, is present in every aspect of our world. At a high level, it just means all things trend toward disorder.

Over the last twelve-plus years it’s been fascinating to watch the Federal Reserve struggle to defy the laws of nature through unconventional monetary policy and in the process, we believe, decrease the stability of the system. […]

⟶ Keep Reading

Reuters: Cole Smead, CFA on Capitalism and Bank Lending

Analysis: Italian government’s raid on banks undermined by confusion By Angelo Amante and Valentina Za For more information go to reuters.com. Stocks mentioned: UCG The information contained in this tv appearance represents SCM’s opinions, and should not be construed as personalized or individualized investment advice.

⟶ Keep Reading

Reuters: Bill Smead on Merck Sales Forecast for 2023

  Merck raises 2023 sales forecast as top drugs beat Street estimates By Michael Erman and Leroy Leo For more information go to reuters.com. Stocks mentioned: MRK The information contained in this tv appearance represents SCM’s opinions, and should not be construed as personalized or

⟶ Keep Reading

BNN Bloomberg: Cole Smead, CFA on Cenovus

Cenovus CEO Jon McKenzie labels Ottawa’s plan to eliminate oil and gas subsidies ‘political rhetoric’ By Emma Graney For more information go to www.theglobeandmail.com. Stocks mentioned: CVE The information contained in this article represents SCM’s opinions, and should not be construed as personalized or individualized investment

⟶ Keep Reading

Yahoo Finance: Cole Smead, CFA on Chevron and Oil Price Moves

  Chevron’s profit decline points to sector’s new challenge: Lower oil prices For more information go to finance.yahoo.com. Stocks mentioned: CVX The information contained in this tv appearance represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past performance is

⟶ Keep Reading
Scroll to Top