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Consumer Banking Props Up Wall Street as Markets Slump By Sridhar Natarajan 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 performance is no guarantee of future results.
Fracking Pioneer Harold Hamm to Take Continental Resources Private by Benoît Morenne For more information go to www.wsj.com. Stocks mentioned: CLR 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
Winning In A Down Market (Audio) Hosted by Paul Sweeney and Matt Miller 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 performance is no guarantee of
Porsche is now more valuable than VW: Here’s what the pros think of the carmakers By Ganesh Rao For more information go to www.cnbc.com. Stocks mentioned: P911 (Porsche) The information contained in this article represents SCM’s opinions, and should not be construed as personalized or
Corona’s 1995 classic “The Rhythm of the Night” rings in our ears as we stare at the circumstances that are likely to expose the darkness of the 2020’s. We saw the light in the 2010’s and will see the night in the 2020’s. Our aim for this letter is to give an understanding to investors of the rhythm of what we are likely to see in the road ahead. […]
As we’ve hit the halftime mark for the investment year 2022, we are faced with a daunting two-headed monster. One head is the first full year of unwinding what Charlie Munger called, “the biggest financial euphoria episode in his career, because of the totality of it.” The second head is what we call “wolverine inflation,” which is mean and leaves a stench. This combination is powerful and, in many ways, unprecedented. How do we navigate a stock market which is dealing with a two-headed monster? […]
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 represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past
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 SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past performance
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 SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past performance
The first act of the streaming wars saga is over — Netflix’s fall from grace has ushered in the pivotal second act By Alex Sherman For more information go to www.cnbc.com. Stocks mentioned: DISCA; DISCK The information contained in this article represents SCM’s opinions, and
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