Stocks Hold at Record Highs on US-Iran Deal Optimism | Bloomberg Brief 5/29/2026
By Vonnie Quinn
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In my 45 years in the investment business, we've observed numerous peaks of excitement. In 1987, a bull market that started at a 1982 bottom below 800 on the Dow Jones Industrial Average...  New ConocoPhillips CEO inherits $7 billion cash flow pledge riding on Alaska oil project By Sheila Dang For more information go to reuters.com. The information contained in this tv […] 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...Recent Missives
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2Q26 U.S. Value Strategy Newsletter: Diversification Circa 2026
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