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Insight
19894 posts
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…
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...
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…
"Real" Career Risk (Smead)
by William Smead, Smead Capital Management Jeremy Grantham is a brilliant asset allocator, writer and thinker. He…
Which Stocks Win on Main Street’s Comeback?
When I was in college, the hardest concept for freshman and sophomore economics students to understand was that…
The Value of Sentiment Polls (Smead)
by William Smead, Smead Capital Management We (at Smead Capital Management (SCM)) have made the case that…
