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Merck Stock Was the Best in the Dow in 2018 — by Far By Teresa Rivas For more information go to www.barrons.com. Stocks mentioned: MRK The information contained in this article represents SCM’s opinions, and should not be construed as personalized or individualized investment advice.
Markets aren’t looking at the Fed’s flexibility, says Oxford Economics’… Hosted by Tyler Mathisen, Kelly Evans and Melissa Lee 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
We are revisiting our discussion of what the real world is like versus what academics claim in papers and debates. A good way of putting this is “Academia has a tendency, when unchecked (from lack of skin in the game), to evolve into a ritualistic self-referential publishing game.” In 1984, this is exactly what Michael Jensen did in his talk at Columbia University in a debate with Warren Buffett. We know that reciting more and more of your colleagues’ papers is the best way to win in academia. We seek to finish this discussion on what works in the real world.
Health Investors Get Selective as Markets Churn Into 2019 By Bailey Lipschultz Stocks mentioned: MRK, PFE 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
Markets have yet to bottom, says investor Hosted by Tyler Mathisen and Kelly Evans For more information go to www.cnbc.com. Stocks mentioned: BAC, JPM, AMGN, DISCA The information contained in this tv appearance represents SCM’s opinions, and should not be construed as personalized or individualized
In preparation for a talk, I began to review Sir John Templeton’s track record with the Templeton Growth Fund (TEPLX), which he managed from 1954 to 1991. At the age of 34, with a father that broke into the investment business in 1980, I was very aware of Templeton’s success in his career, but unaware of how the results came to his clients. What you walk away with after reviewing his track record is the knowledge that very few people in our industry (particularly academics) are conscious of what it took to produce that success. After Templeton, we also reviewed Sequoia Fund (SEQUX) from inception to date. We walked away thinking that the ride that the investors had with these vehicles wasn’t the most important part of the experience, it was the results. Academia says otherwise. We will unpack this.
U.S. Markets Are Closed but the Selloff Continues By Teresa Rivas For more information go to www.barrons.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.
Bill Smead expects a strong economy for the next 5-10 years Hosted by Becky Quick and Joe Kernen For more information go to www.cnbc.com. Stocks mentioned: TGT, HD The information contained in this tv appearance represents SCM’s opinions, and should not be construed as personalized
Tech stocks can go lower as long as the rest of the economy does well… Hosted by Jon Fortt & Morgan Brennan For more information go to www.cnbc.com. Stocks mentioned: MSFT, CSCO, INTC The information contained in this tv appearance represents SCM’s opinions, and should
The Dow Is Soaring 158 Points Because the Pie Looks Bigger By Teresa Rivas For more information go to www.barrons.com. Stocks mentioned: FB The information contained in this article represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past performance
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