Tag: Nouriel Roubini

Two Bears, One Bull

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: We at Smead Capital Management are not afraid to admire people who disagree with us. If someone sincerely believes that

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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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The Longer You Are Right, the Smarter You Are

William Smead Chief Executive Officer Chief Investment Officer Dear Clients and Prospective Clients: There is an amazing fact in investment analysis. The longer you are right, the greater the amount of intelligence people attribute to you. Along those same lines the more money you make

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