The Way You Make Me Feel: Sentiment's Message

Published on August 7, 2026

Investors remain cautious despite bullish positioning, as rotations curb speculation while record margin debt and high equity allocations raise longer-term risks.

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Circle Of Competence

August 7, 2026
As many of you know, our team at Smead Capital Management has studied the thinking and investment careers of Charlie Munger and Warren Buffett. In today’s Go-Go artificial intelligence-dominated stock market, we’d like to walk you through the concept of the Circle of Competence.

The Importance of Starting with a Plan

August 7, 2026
A good financial plan may bring together every aspect of your financial life into a coordinated strategy, providing a clear view of where you are today and helping you prepare for where you want to go. By understanding your complete financial picture, you can make informed decisions that align with your goals, values, and long-term priorities.