“It [investing] is the one sphere of life and activity where victory, security and success is always to the minority and never to the majority.” –John Maynard Keynes Dear Fellow Investors: To get a good feel for where the largest pools of money are
William Smead Chief Executive Officer Chief Investment Officer Dear Fellow Investors: As the chart below shows, correlations among the S&P 500 Index companies was the highest on October 10th of 2011 as it has been for 25 years. In the opinion of Smead Capital Management,
William Smead Chief Executive Officer Chief Investment Officer Dear Fellow Investors: Scarcity creates value and scarce behavior, in the investment markets, creates value. We have repeated John Maynard Keynes great quote many times, but as an introduction to our topic today, it must be said:
William Smead Chief Executive Officer Chief Investment Officer Dear Fellow Investors: The folks at Smead Capital Management (SCM) are admirers of the journalists who follow our industry. We’d like to expand on a piece written by Kelly Evans titled “‘Dumb Money’ Returns to Stocks”. The
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