William Smead Chief Executive Officer Chief Investment Officer Subscribe to the Missives Podcast Click here to listen to this Missive Dear Clients and Prospective Clients: Economists, policy makers, regulators and investors spend most of their adult life worrying about the worst Economic calamity of their
William Smead Chief Executive Officer Chief Investment Officer Subscribe to the Missives Podcast Click here to listen to this Missive Dear Clients and Prospective Clients: Baby Boomer’s kids are coming of age. While boomers are enjoying 50th and 60th birthday party celebrations in abundance, their
William Smead Chief Executive Officer Chief Investment Officer Dear Clients and Prospective Clients: Since the bottom of the stock market usually comes at the height of the economic or political calamity of that era I thought it would be good to review past major stock
William Smead Chief Executive Officer Chief Investment Officer Dear Clients and Prospective Clients: Jim Collins is the author of a book that I have mentioned from time to time called “Good to Great”. He has attempted to help us understand the difference between merely good
William Smead Chief Executive Officer Chief Investment Officer Dear Clients and Prospective Clients: Investors are divorcing their stocks. Here is the list of reasons they seek to dissolve their relationship with America’s best companies. We are in a deep recession which could last one to
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