By Sabrina Escobar
For more information go to www.barrons.com.
Someone once said, “Better than being smart is knowing who is!” Over the last few weeks, three of the richest and most successful businessmen in the U.S. have let us know what they...
⟶ Keep ReadingOver the last four years, we have argued that the glamour monopoly technology companies have a low multiplier effect in the U.S. economy. At the same time, home ownership and the creation of...
⟶ Keep ReadingWe are approximately six to twelve months into a bear market in stocks and bonds. This bear market is the natural consequence of the financial euphoria episode which preceded it. How do wise...
⟶ Keep ReadingSmead: 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 … Bloomberg Markets:...
⟶ Keep ReadingAcademics argue that there are three proven factors of investing: Value, quality (Asness’s QMJ) and momentum. For our discipline, we don’t believe we can add alpha in the latter. Momentum is a weird...
⟶ Keep ReadingThe 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 … Barron’s: Bill...
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© Copyright 2022. Smead Capital Management. All rights reserved.
© Copyright 2022. Smead Capital Management.
All rights reserved.
