Stocks Hold at Record Highs on US-Iran Deal Optimism | Bloomberg Brief 5/29/2026
By Vonnie Quinn
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As many of you know, our team at Smead Capital Management has studied the thinking and investment careers of Charlie Munger and Warren Buffett. In today’s Go-Go artificial intelligence-dominated stock market, we’d like... A Tsunami of Mergers Is Heading for European Banks By Christoph Gisiger For more information go to www.themarket.ch. Stocks mentioned: UNI, BG, BCS, RO, CVE, SCR, IMO, GLEN The information […]  Is the Magnificent Seven a stock market bubble? By Kevin Press For more information go to investmentexecutive.com. The information contained in this tv appearance represents SCM’s opinions, and should […] Most of the studies we've seen argue that 90% of the benefit of diversification comes by the 20th common stock. In our discipline, based on our eight criteria for common stock selection, we... The world we wake up to today seems to have all the information we can dream of, but less discernment than is needed. The Iran conflict was misread with oil prices at $100... Most global investors are not attuned to what can be seen on the horizon, not far from shore. After the Great Financial Crisis, Europe was slow to address the underlying capital issues. Rather...Recent Missives
Circle Of Competence
The Market: Cole Smead, CFA on European Bank Mergers
Investment Executive: Bill Smead on Magnificent Seven as a Stock Market Bubble
2Q26 U.S. Value Strategy Newsletter: Diversification Circa 2026
2Q26 International Value Strategy Newsletter: Stampeding Towards the Next Problem
The Tsunami of European Bank Mergers
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