Tag: Commodities

From Blessed to Fail to Doomed to Succeed

William Smead Chief Executive Officer Chief Investment Officer Dear Clients and Prospective Clients:   Today, an owner of good quality United States based common stocks is doomed to succeed over the next ten years. They are doomed because of this psychologically difficult environment’s affect on

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SCM Missive | July 17th, 2008

William Smead Chief Executive Officer Chief Investment Officer   Oil and natural gas prices appear to be beginning to unwind. If they unwind, the investment landscape could change on a dime. Barron’s had a chart in it this week which showed five times in the

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