Sales Desk – US & Canada   1.877.701.2883
Sales Desk – International   +353.1.525.9677

US INVESTORS
Non-US INVESTORS

Sales Desk – US & Canada   877.701.2883
Sales Desk – International   +353 1 525 9677

US INVESTORS
Non-US INVESTORS

Author: Smead Capital Management

Insatiable Demand for Safety

Marketwatch.com writer, Ellie Ismailidou, wrote an interesting article on July 5, 2016 proposing that the drop in the U.S. 10-year Treasury Bond Yield below 1.4% represents an “insatiable demand for safety.” As contrarians, we love these kinds of well-written thoughts as the media makes folks more and more aware of what has worked in the stock and bond markets this year. We thought it would be helpful to put today’s circumstances into a historical context and look at clues for the best possible behavior for investors in the past and in the future.

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July 19, 2016

CNBC Closing Bell: Tony Scherrer, CFA on Value Picks

Closing Bell: Value picks for this rally Hosted by Kelly Evans For more information go to www.cnbc.com. Stocks mentioned: EBAY, JPM, NVR The information contained in this tv appearance represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past performance

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July 15, 2016

Financial Times: Bill Smead Discusses Big Banks

Pay for big bank chief executives jumps nearly 8% By Laura Noonan and Ben McLannahan For more information go to www.ft.com. The information contained in this article represents Smead Capital Management’s opinions, and should not be construed as personalized or individualized investment advice. Past performance

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July 12, 2016

Squawk on the Street: Bill Smead on the Market post-Brexit

Market moves post Brexit Hosted by Sara Eisen, David Faber and Michael Santoli For the full story, go to www.cnbc.com. Stocks mentioned: AMGN The information contained in this tv appearance represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past performance

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June 30, 2016

2Q16 Newsletter: Tug of War

Many a spring and summer outdoor celebration culminates in a tug of war. It is where an equal number of folks hold onto each end of a long rope and seek to pull the other side across the midpoint line. We believe a tug of war has existed in the US stock market over the last year between two forces which have been pretty equal in force while pulling in opposite directions.

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June 30, 2016

Stress Test

In the aftermath of the financial meltdown in 2007-2009 and the lending shenanigans ignored by regulators and politicians prior to 2007, the Federal Reserve Board executes annual stress tests on systematically important financial institutions. The ongoing effort includes running the numbers on economic scenarios as bad as the 1930s and includes high capital requirements dictated by regulators. It is soon followed by regulatory approval for the capital plans of the major banks and insurance companies on the list. These “stress tests” have taken center stage for investors in these companies.

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June 14, 2016
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