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Recent Missives
Bloomberg Businessweek Podcast: Bill Smead on a Major Financial Euphoria Episode
Bloomberg Businessweek Podcast Hosted by Carol Massar and Tim Stenovec The information contained in this interview represents SCM’s opinions, and should not be construed as personalized or individualized […]
⟶ Keep ReadingDissecting Our Discipline
All portfolio managers practice a stock-picking discipline in which they make choices. Growth stock investors attempt to predict which companies will grow the most in the future and compare the growth they expect...
⟶ Keep ReadingBloomberg: Cole Smead, CFA on the Luxury Home Market
Office Rebound Expected in 2025 While Other Real Estate Stocks to See Trouble By Norah Mulinda For more information go to www.bloomberg.com. The information contained in this article represents SCM’s […]
⟶ Keep ReadingDon’t Trust Antitrust
The Federal Trade Commission (FTC) recently blocked the merger of Albertson’s and Kroger, which are the two largest stand-alone grocery chains. Their theory is that the merger would be anti-competitive and cause higher...
⟶ Keep ReadingYahoo Finance: Cole Smead, CFA on Investing in Energy in 2025
How to invest in energy stocks in 2025 For more information go to finance.yahoo.com. Stocks mentioned: CVX, XOM, APA, OXY, COP, CVE The information contained in this tv appearance […]
⟶ Keep ReadingDéjà Vu All Over Again
Yogi Berra was a beloved, successful baseball athlete, manager, and cultural celebrity. An entire book was written about his verbal amorphisms. One of my favorites was when he said, “It’s déjà vu all...
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