Bill Smead Bets on Main Street, Not Silicon Valley
Bill Smead Takes the Long View: Betting on America’s “Unloved” Sectors When the AI-driven stock boom finally cools, veteran investor Bill Smead believes it won’t be tech titans that save portfolios — it’ll be Main Street America. Smead, founder and CIO of Smead Capital Management and co-manager of the $4.5 billion Smead Value Fund (SMVLX), […]
Wall Street Hits Pause After Record-Breaking Rally
Wall Street Cools After Record Highs as Stocks and Gold Pull Back NEW YORK (AP) — Wall Street took a breather Thursday, with U.S. stocks and gold easing from record highs after a strong rally. The S&P 500 slipped 0.3% from its latest peak — marking only its second loss in 10 sessions — while […]
Market Momentum Breaks: Time for Caution
Longview Economics Warns: “Time for Caution” as Market Momentum Falters Investors hoping to focus on the kickoff of earnings season face an unwelcome distraction — a renewed flare-up in U.S.-China trade tensions, this time centered on shipping. Stocks look set for a weaker open as traders digest the headlines. “Downside risks remain present — and […]
Stocks Priced for Perfection — What Could Go Wrong?
Valuations Show Stocks Are Priced for Perfection Futures early Monday pointed to a modest rebound after Friday’s selloff, triggered by renewed trade jitters following President Donald Trump’s latest comments on China. A reassuring social media post from Trump saying the dispute “will all be fine” helped revive traders’ familiar buy-the-dip instinct. The quick shift in […]
Market Bulls Brush Off Bubble Warnings
Are We in a 1999 Moment? Market Bulls Push On Despite Bubble Warnings The stock market took a brief pause after hitting yet another record midweek, but bullish sentiment hasn’t budged. Despite lofty valuations, many investors believe the optimism is justified — once third-quarter earnings season kicks into full swing next week, they expect their […]
Tesla Shifts Gears — From EVs to AI and Autonomy
Tesla Stock Rebounds After Disappointing Reveal — Focus Shifts to FSD and Robotaxi Future Tesla’s stock bounced back Wednesday, clawing back some of the losses from Tuesday’s selloff after its new, lower-priced Model 3 and Model Y versions failed to impress investors hoping for entirely fresh models or deeper price cuts. The recovery may be […]
