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Recent Missives
1Q25 International Value Strategy Newsletter: Fur Coats in July
[...] Warren Buffett once said that the stock market was formed to move money from those who are impatient to those who are patient. We look ahead in these businesses because the capital...
⟶ Keep Reading1Q25 U.S. Value Strategy Newsletter: Looking Both Ways Through a Cold Streak
[...] Stock market popularity comes and goes, but meritorious businesses like the ones we own have a history of rewarding owners over the long haul. It’s all about having the courage and patience...
⟶ Keep ReadingTariffs: In An Ownership Society
Over the last 15 years, the United States economy and financial system have been built on the back of a stock market ownership society. The premise is that average to above-average income households...
⟶ Keep ReadingBNN Bloomberg: Cole Smead, CFA says ‘Drill baby, drill’ is Dead
”Drill baby, drill’ is dead,’ money manager says For more information go to www.bnnbloomberg.ca. Stocks mentioned: APA The information contained in this article represents SCM’s opinions, and should […]
⟶ Keep ReadingBloomberg Television: Cole Smead, CFA on the US Treasury Selloff
Trump Says “Be Cool” as Stocks Hit by Trade War | Bloomberg Open Interest 04/09/2025 By Matt Miller, Katie Greifeld and Sonali Basak For more information go to www.bloomberg.com. Stocks […]
⟶ Keep ReadingFinancial Times: Bill Smead on the Recent Oil Sell-Off
US shale sector in peril as oil price plunge rattles drillers By Jamie Smyth in New York and Myles McCormick in Dublin For more information go to www.ft.com. The information […]
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