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Bloomberg Radio: Bill Smead discusses oil and the coming baby boom
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Cutting Off Your Nose to Spite Your Face
April 24, 2025
[...] The Trump administration believes that it must act swiftly and take a wrecking ball to the way international trade has been organized. What they are attacking is David Ricardo’s economic theory that...
⟶ Keep Reading1Q25 International Value Strategy Newsletter: Fur Coats in July
April 15, 2025
[...] Warren Buffett once said that the stock market was formed to move money from those who are impatient to those who are patient. We look ahead in these businesses because the capital...
⟶ Keep Reading1Q25 U.S. Value Strategy Newsletter: Looking Both Ways Through a Cold Streak
April 15, 2025
[...] Stock market popularity comes and goes, but meritorious businesses like the ones we own have a history of rewarding owners over the long haul. It’s all about having the courage and patience...
⟶ Keep ReadingTariffs: In An Ownership Society
April 10, 2025
Over the last 15 years, the United States economy and financial system have been built on the back of a stock market ownership society. The premise is that average to above-average income households...
⟶ Keep ReadingBNN Bloomberg: Cole Smead, CFA says ‘Drill baby, drill’ is Dead
April 9, 2025
”Drill baby, drill’ is dead,’ money manager says For more information go to www.bnnbloomberg.ca. Stocks mentioned: APA The information contained in this article represents SCM’s opinions, and should […]
⟶ Keep ReadingBloomberg Television: Cole Smead, CFA on the US Treasury Selloff
April 9, 2025
Trump Says “Be Cool” as Stocks Hit by Trade War | Bloomberg Open Interest 04/09/2025 By Matt Miller, Katie Greifeld and Sonali Basak For more information go to www.bloomberg.com. Stocks […]
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