Section
Insight
19352 posts
Market Top? Not So Fast (Brooke Thackray)
Market Top? Not So Fast by Brooke Thackray, AlphaMountain Investments It seems that every day more and more…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Smooth Returns (Smead)
by William Smead, Smead Capital Management Harry Markopolos was working for a hedge fund of funds and attempting…
Losing the Bid (Smead)
by William Smead, Smead Capital Management Many times in my 32-year career people ask me to comment on…
Muscle Training or Muscle Memory? (Smead)
by William Smead, Smead Capital Management Interest rates have gone down on US Treasury bonds off and on…
Too Active, Too Passive: Too Little Understanding (Smead)
by William Smead, Smead Capital Management The wealth management and institutional consulting communities have allowed indexing to be…
Our Job is the "Whether," The Market's Job is the "When" (Smead)
by William Smead, Smead Capital Management Warren Buffett describes the stock marketās purpose as being āa wonderfully efficient…
Itās Not What Happens That Matters (Smead)
by William Smead, Smead Capital Management Late in 2008 and in early 2009, a group of what we…
2013, āThings Can Only Get Betterā (Smead)
by William Smead, Smead Capital Management As long-duration common stock owners, we at Smead Capital Management donāt put…
Does China Pass the Smell Test? (Smead)
by William Smead, Smead Capital Management We at Smead Capital Management believe that prolonged faith in Chinaās economy…
US Olympic Swim Team and Warren Buffett: Buy and Hold (Smead)
If you sat down and made up eight criteria for the perfect Olympic swim champion, you would likely…
"Voluntary Exile" (Smead)
The Bible is full of stories of Godās 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…
