By Chris Burritt
For more information go to www.bloomberg.com.
We are closing in on what we think may be the question of the decade. If a majority of stock market capitalization in the US is passive or indexed, does this cause problems...
⟶ Keep ReadingA recession is two consecutive quarters of economic contraction. Historically, highly inverted yield curves like we have now are predictive of recessions. The 10 Year Treasury Bond interest rate has dropped from 4.3%...
⟶ Keep Reading[...] The frustration of other investors and the strength of non-US dollar assets we believe will be our comparative advantage.
⟶ Keep Reading[...] We at Smead Capital Management believe the stock market wants to cause stock market failure by being extremely difficult in 2023. Most investors were fooled in 2022 by expecting circumstances similar to...
⟶ Keep Reading[...] In the stock-picking world of the last 40 years, we consider Warren Buffett, Charlie Munger, Peter Lynch, John Templeton and other long-duration value investors to be the “cool kids.” They took dramatically...
⟶ Keep ReadingIt appears to us at Smead Capital Management that investors are behaving in a way that will damage their capital and cause them to suffer stock market failure. In 2022, as the favorite...
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© Copyright 2023. Smead Capital Management. All rights reserved.
© Copyright 2022. Smead Capital Management.
All rights reserved.
