Hosted by Bryan Curtis and Rishaad Salamat
For more information go to www.bloomberg.com.
There are four main educational disciplines that are important to us in the investment process. We believe investors need to understand economics, the history of the stock market, the mathematics of investing and...
⟶ Keep ReadingAs we finish the first quarter of 2024 and look ahead, global stock investors are looking for lower short-term rates from central banks. The question remains whether they will get them. Looking back...
⟶ Keep ReadingBloomberg Markets 4/12/2024 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 […]
⟶ Keep Reading[...] As value investors, we go into companies that are out of favor but have characteristics that could lead us to multi-year winners. Our best stocks were found in the holes in the...
⟶ Keep Reading[...] The U.S. Federal Government has set a net zero carbon goal by 2050. Tremendous resources have been applied with borrowed money to fund these goals and subsidize money-losing green investments. After pouring...
⟶ Keep ReadingWilliam Thorndike’s book "The Outsiders" has been considered a classic for some time now. His story teaches readers about the business performance of Henry Singleton, Katherine Graham, John Malone and Daniel Burke. These...
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