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Bloomberg First World Europe: Cole Smead Discusses US Interest Rates
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CNBC Power Lunch: Cole Smead on Growth vs. Value
February 4, 2025
Meta is too high of a risk for value, says Smead Capital CEO Cole Smead For more information go to www.cnbc.com. The information contained in this tv appearance represents […]
⟶ Keep ReadingIndex Mania: On Top of the World
January 30, 2025
[...]. The great Vanguard Windsor manager John Neff used to say, “When you want to brag about a stock, you ought to sell it.” What has been happening lately in our interactions with...
⟶ Keep ReadingFinancial Times: Cole Smead, CFA on US Oil Spending
January 24, 2025
Wall Street will stymie Donald Trump’s US oil surge plan, say shale bosses By Amanda Chu and Jamie Smyth For more information go to www.ft.com. Stocks mentioned: CVE, OXY The […]
⟶ Keep ReadingBursting the Complacency Bubble
January 23, 2025
The phrase "majoring in the minor" refers to focusing excessively on trivial details while neglecting more important aspects of a situation. This analytical flaw is especially prevalent in today’s investment environment. Quarterly earnings...
⟶ Keep ReadingBarron’s: Cole Smead on Trump’s Canadian Tariff Threat
January 22, 2025
Trump’s Canadian Tariff Threat Scrambles Oil Stocks. Why Some See Opportunity. By Avi Salzman For more information go to www.barrons.com. The information contained in this article represents SCM’s opinions, and […]
⟶ Keep ReadingThe Wall Street Journal: Cole Smead, CFA on “drill, baby, drill”
January 22, 2025
How a Trump Trade War Puts Cheap Oil From Canada at Risk by David Uberti For more information go to www.wsj.com. The information contained in this article represents SCM’s opinions, […]
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