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Jun 5, 2024
[...] We should want customers of the investment industry to get good outcomes. Good outcomes come from good processes and aligned incentives. With US markets being the rage of the...
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Apr 24, 2024
Many investors are bullish, or not fearful, of the future of stock returns. At Smead Capital Management, we continue to explain to our investors how poor the outcomes will be. Some...
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Mar 13, 2024
William Thorndike’s book "The Outsiders" has been considered a classic for some time now. His story teaches readers about the business performance of Henry Singleton, Katherine...
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Feb 22, 2024
We consider Ben Bernanke to be the father of 21st-century central bank policy. His work in dealing with the credit crisis in 2008-2009 was just the right policy at that time. The...
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Jan 31, 2024
C.S. Lewis coined the term ‘chronological snobbery’. According to Lewis, the definition of chronological snobbery is “the uncritical acceptance of the intellectual climate of...
Jun 5, 2024[...] We should want customers of the investment industry to get good outcomes. Good outcomes come from good processes and aligned incentives. With US markets being the rage of the...
Apr 24, 2024Many investors are bullish, or not fearful, of the future of stock returns. At Smead Capital Management, we continue to explain to our investors how poor the outcomes will be. Some...
Feb 22, 2024We consider Ben Bernanke to be the father of 21st-century central bank policy. His work in dealing with the credit crisis in 2008-2009 was just the right policy at that time. The...
Jan 31, 2024C.S. Lewis coined the term ‘chronological snobbery’. According to Lewis, the definition of chronological snobbery is “the uncritical acceptance of the intellectual climate of...