William Smead

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Just One Look

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We have a severe housing shortage that should drive economic growth for the next decade.

Bo Knows Good Companies Are Rare

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Like Bo Jackson in the world of sports, good companies are hard to find.

Mark Twain Says Pile Out

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A massive part of the total capitalization of the S&P sits in the spendy consumer staples and glamour technology stocks.

The Shot Heard Around The World

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New home sales surged 12.4 percent to a seasonally adjusted annual rate of 654,000 units in July, the highest level since 2007.

The Equity Valuation Paradox

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Lately, our “feel” for the current stock market rhymes with circumstances which existed in 1999.

Unseen Risks For Investors

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Here are some hidden risks that could frustrate investors over the next two to three years.

Insatiable Demand For Safety

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Bond prices have soared despite the lack of long-term return potential.

The Day The Globalization Music Died

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The vote in Britain has made everyone “shiver” and brought “bad news on the doorstep.”

Stress Test

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There is an unusual crossover between the Federal Reserve’s stress tests and stock market underperformance.

The Coming Housing Boom: Millennials In Exile

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Millennial's exile living and hesitancy to put down roots has contributed to the slowness of the coming boom.

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