Episodes
Chief Investment Officer William Smead
Published 11/17/09
Chief Investment Officer William Smead writes this missive explainging to investors what is being shared in the markets.
Published 11/03/09
Chief Investment Officer William Smead writes this missive explainging to investors what a Cult Stock is.
Published 10/08/09
Chief Investment Officer William Smead writes this missive explainging to investors what a Cult Stock is.
Published 09/24/09
Chief Investment Officer William Smead writes this missive to explain to investors how unloved this bull market is
Published 09/17/09
Chief Investment Officer William Smead writes this missive to explain the continued enthusiasm for oil.
Published 09/09/09
Chief Investment Officer William Smead writes this missive to explain the contradiction between professional and individual investorss.
Published 09/03/09
Chief Investment Officer William Smead writes this missive to present some interesting information heard in the recent weeks.
Published 08/25/09
Chief Investment Officer William Smead writes this missive to show some reasons why the market may need to take a breather.
Published 08/19/09
Chief Investment Officer William Smead writes this missive to show the bifurcation present in the S and P 500 Index today.
Published 08/11/09
Chief Investment Officer William Smead writes this missive to talk about the possible myth of the disappearance of the consumer for some time to come.
Published 07/29/09
Chief Investment Officer William Smead writes this missive to show investors what he believes are the best opportunities in the next bull market.
Published 07/22/09
Chief Investment Officer William Smead writes this missive to show investors the opportunity for healthcare across the world.
Published 07/14/09
Chief Investment Officer William Smead writes this missive to help investors understand the reflation trade.
Published 07/07/09
Chief Investment Officer William Smead writes this missive to help investors understand the process of long-term wealth creation
Published 06/29/09
Chief Investment Officer William Smead writes this missive to talk about what companies the market has been placing a premium on in relation to what normally has a premium attached to it.
Published 06/23/09
Chief Investment Officer William Smead writes this missive to talk about what he believes the likely hood of high inflation will be.
Published 06/18/09
Chief Investment Officer William Smead writes this missive to bring Austin Powers into the fold of the peak oil theory.
Published 06/12/09
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