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Assets That Benefit From Inflation Is Place to Be: Smead By Rishaad Salamat, David Ingles and Yvonne Man For more information go to www.bloomberg.com. The information contained in this article represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past
Stocks Fall as Investors Watch Debt Ceiling Talks by David Uberti For more information go to www.wsj.com. The information contained in this article represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past performance is no guarantee of future results.
Buying Porsche’s Stock Isn’t Easy. How to Pick the Right One. By Al Root For more information go to www.barrons.com. Stocks mentioned: P911 The information contained in this article represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past performance
We look at Canada Goose as a high ROE story: Portfolio manager Cole Smead By Andrew Bell For more information go to www.bloomberg.com. Stocks mentioned: GOOS The information contained in this article represents SCM’s opinions, and should not be construed as personalized or individualized investment advice.
Smead Says Short The Fools By Alix Steel and Guy Johnson For more information go to www.bloomberg.com. Stocks mentioned: TGT The information contained in this article represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past performance is no guarantee
Teck says Glencore bid remains ‘non-starter,’ but leaves door open for suitors By Amanda Stephenson For more information go to www.thecanadianpressnews.ca. Stocks mentioned: GLEN The information contained in this article represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past
Battle for Teck’s assets just beginning as company backtracks on split: Analysts By Holly McKenzie-Sutter For more information go to www.bloomberg.com. Stocks mentioned: GLEN The information contained in this article represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past performance
How a Star Banker Supercharged a Struggling Financial Stock by Patricia Kowsmann For more information go to www.wsj.com. Stocks mentioned: UCG The information contained in this article represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past performance is no
As we end the first quarter of 2023, the Federal Reserve Board is trying to decide whether “to be or not to be” the inflation fighter. The stock market is struggling with an effort by the Federal Reserve Board to strangle inflation with tight monetary policy. This is in response to their ignoring inflation 18 months ago by calling it “transitory.” As James Grant said recently on Bloomberg, “They were in consensus that it was transitory and now they are in consensus that they need to tighten.” In other words, should we suffer from “outrageous” inflation or “take arms against a sea of (economic) troubles.” […]
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