Section
Insight
18937 posts
"Voluntary Exile" (Smead)
The Bible is full of stories of God’s people living in exile on their own volition. A famine…
Circle the Wagons (Smead)
by William Smead, Smead Capital Management We spoke to two small groups in Spokane on September 21st, 2012.…
The Predictive Power of Dividends (Smead)
by William Smead, Smead Capital Management In an article published by Marketwatch.com on September 21, 2012, Mark Hulbert…
Adam Hewison's Daily Market Technical Update (INO)
Adam Hewison's Daily Technical Update, updated at 1:00 p.m. each day, provides a clear eyed into daily market…
US Stock Market Sentiment in a World of Wide Asset Allocation
by William Smead, Smead Capital Management Our long-time readers are aware that we are stingy when it comes…
Risk Mitigation (Smead)
by William Smead, Smead Capital Management How did the job of an asset allocator move from seeking out…
Relative Value (Smead)
by William Smead, Smead Capital Management Everyone wants to wait for the perfect time to buy into the…
Oil: Does Supply and Demand Matter?
by William Smead, Smead Capital Management If you are a long-time follower of our writing at Smead Capital…
Stock Pickers: “Somebody I Used to Know”
by William Smead, Smead Capital Management Art has a tendency to express culture. One of today’s catchiest songs…
The Price of Glamour
by William Smead, Smead Capital Management The list of glamorous growth stocks getting hit by what we…
Math, History, and Psychology – Part 3
by William Smead, Smead Capital Management Over the years, we have heard Charlie Munger state that Psychology…
Only the Lonely Can Play
by William Smead, Smead Capital Management Successful investing is the defeat of human nature. Human beings prefer…
Math, History and Psychology – Part 2
Last week we wrote about the math of common stock investing and the effectiveness of mathematical discipline to portfolio…
Math, History and Psychology
by William Smead, Smead Capital Management In my 32 years in the investment business, success in common…
The Vision Thing II (Smead)
by Bill Smead, Smead Capital In May of 2010 we wrote about how important it was for…
