Recent Missives
Presidential Stock Market Euphoria
November 19, 2024
How does the euphoria for stocks in the days after the 1980 election contrast with today’s Trump election euphoria? What were the fundamentals of the 1980 stock market compared to today’s fundamentals? What...
⟶ Keep ReadingCNBC: Cole Smead, CFA on the Oil Market’s Future
November 7, 2024
More Iran sanctions and ‘drill baby, drill’: Oil market’s future is still uncertain under Trump By Natasha Turak For more information go to www.cnbc.com. The information contained in this article […]
⟶ Keep ReadingYahoo Finance: Cole Smead, CFA on Investing like Buffett
November 6, 2024
How to invest like Buffett: Grow your circle of competence For more information go to finance.yahoo.com. Stocks mentioned: BRK, BAC, OXY The information contained in this tv appearance represents […]
⟶ Keep ReadingThe Pictures Say It All
November 5, 2024
Dow Jones (publisher of "The Wall Street Journal") announced that Nvidia (NVDA) will replace Intel (INTC) in the Dow Jones Industrial Average. Intel was brought in to replace Union Carbide four months and...
⟶ Keep ReadingBarron’s: Bill and Cole Smead on Where the Stock Market Is Headed Next
October 26, 2024
Where the Stock Market Is Headed Next, According to Our Exclusive Investor Survey By Paul R. La Monica For more information go to www.barrons.com. The information contained in this article […]
⟶ Keep ReadingInflation Mathematics
October 22, 2024
Two major labor unions, the Dock Workers Union and the Boeing Machinists Union, have attempted to reach an agreement with their employers on a contract. The dock workers agreement proposes an average 8.5%...
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