Tech Selloff Creates an Opportunity

Published on August 7, 2026

In this article, Russ Koesterich explains how the recent market rotation has pressured tech stocks while creating an attractive long-term buying opportunity.

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Why Wealth Taxes Always Fail

August 7, 2026
A clear-eyed view of past experience shows that where wealth taxes have been tried, they have usually been abandoned—and for good reason. As policymakers in California, New York, France, and elsewhere revisit this old idea, they should heed the lessons of this history.

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.