William Smead

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WFH Is A WKF

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The risks go up in a stock market when a “well-known fact” (WKF) is acted on in the extreme.

Cherry Picking Is Tempting

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Taking a look at some wonderful companies that are deeply out of favor and appear tempting.

The Inflation Cocktail Is Being Mixed

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What kind of cocktail must be mixed today to get us into the classic definition of inflation over the coming decade?

Buffett Contradicts Himself At Berkshire Annual Meeting

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Warren Buffett pointed out that he was neither a net buyer of common stocks nor a heavy buyer of Berkshire common shares.

Panic Selling Exacerbates Bargains

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This year feels so much like late in 1981, late in 1999 and late in 2008.

C.I.a.P. Meets C.R.a.P.

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Amazon is combing through the list of things they sell to determine which items “can’t realize a profit.”

Four Well-Known Facts That Can Hurt Investors

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Well-known facts give us insight into extremely popular and unpopular common stocks.

Should Investors Continue To Fall In Love With Glamour Tech Stocks?

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Investors have called their five-year love affair with technology stocks into question recently.

Housing Consensus Dead Wrong

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We believe we could repeat the peak housing starts of the prior decades.

Contrarian Investors Profit From Framed News

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Investors are getting misled by statistics surrounding the U.S. economy.

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