Tag: Inflation

Booming Commodities and an Anemic Economic Recovery

William Smead Chief Executive Officer Chief Investment Officer Subscribe to the Missives Podcast Click here to listen to this Missive Dear Fellow Investors: At a recent institutional investor conference one of the speakers was the economist and chief investment officer of a major institutional investment

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Battle of the Heavyweights

William Smead Chief Executive Officer Chief Investment Officer Subscribe to the Missives Podcast Dear Fellow Investors: We are witnessing one of the greatest battles to control the hearts and minds of investors that we at Smead Capital Management have just about ever seen. In one

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The Biggest Economic Calamity

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

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SCM Missive | September 15th, 2008

William Smead Chief Executive Officer Chief Investment Officer  Dear Clients and Prospective Clients:In an 11-month stretch of 1978-79, Oil nearly tripled in price to $34 per barrel, inflation and interest rates skyrocketed and the U.S. Embassy in Iran was taken over by Shiite Fundamentalists for

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