william smead

william smead

Common Stocks: A Garden of Wealth Creation

Insight Markets Outlook Stocks US Stocks
by William Smead, Smead Capital Management When I was ten years old, my Dad asked me if I’d like to make some money. Those of you who know ...
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Should You Buy Into Oil's Secular Bear Market?

Canadian Market Energy & Natural Resources Insight Markets Oil and Gas Outlook
by William Smead, Smead Capital Management March 10th is one of my favorite days of the year. The tech bubble of the late 1990’s burst on March 10th ...
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Are Macroeconomists Rebuilding a Wall of Worry?

Bond Market Insight Markets Outlook Strategy US Stocks
by William Smead, Smead Capital Management Those of you who follow us at Smead Capital Management know that we believe in the idea that good markets die on ...
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Ben Graham's Mr. Market 2015

ETFs Insight Markets Outlook Strategy value investing
by William Smead, Smead Capital Management In the Berkshire Hathaway 1987 Annual Report, Warren Buffett wrote the following: Ben Graham, my friend and teacher, long ago described the ...
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William Smead: "The Most Contentious Stocks We Own Have Been Our Best Performers"

Insight Markets Outlook Stocks US Stocks value investing
by William Smead, Smead Capital Management We have been out on the road telling the story of Smead Capital Management and explaining our portfolio of common stocks. One ...
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William Smead: "Strangers Passing in the Night"

China Insight Markets Outlook US Stocks
by William Smead, Smead Capital Management The economies of China and the United States appear to be headed in the opposite direction. China’s economy is decelerating fast and ...
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Will $2.50 Gasoline Catalyze U.S. Consumer Stocks?

Insight Markets Outlook Strategy value investing
by William Smead, Smead Capital Management A great deal has been written about how lower gasoline prices could stimulate discretionary purchases in the United States. RBOB gasoline futures ...
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Outrunning the Bear: An Active Manager’s Survival Guide

active investing ETFs Insight Markets Outlook US Stocks value investing
by William Smead, Smead Capital Management   Two long-time friends go up in the mountains on a hunting trip. At 4:30 A.M. of the second day, one of ...
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William Smead: Do Activist Investors Let the Game Come to Them?

Insight Markets Outlook Stocks Strategy Trading US Stocks value investing
by William Smead, Smead Capital Management As a recovering amateur athlete—the pinnacle of my athletic career was four years of Division III college golf—one concept became obvious at ...
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Attractive Stocks in a Bifurcated Market

Insight Markets Outlook Risk Management Stocks Strategy US Stocks
by William Smead, Smead Capital Management As value stock picking managers, we assume we will be operating in a bifurcated equity environment. We think the bifurcation will be ...
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