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— - 2 Smead doesn't - 1 Smead - 1 Warren - 1 We're - 1 Dow - 1 Jeremy Grantham - 1 John Hussman - 1
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Search resuls for: "Smead doesn't"


3 mentions found


☆ A top 1% fund manager over the last 15 years warns a selling spiral threatens to sink the market — and shares 4 stocks he's betting on to capitalize on the turmoil
  + stars: | 2024-08-10 | by ( William Edwards | ) www.businessinsider.com   time to read: +5 min
Yes, the S&P 500 is just off of all-time highs following a 36% percent rally from October to July. Major stock prices begin to perform poorly, which drags down the S&P 500 Index, which in turn causes the selling of the index. The index selling puts a drag on the largest-cap stocks, which adds more legs to the index selling." The S&P 500 is up 49% since late 2022 as bears have continued to warn of downside. AdvertisementSecond, lower interest rates would spark demand and could cause inflation to resurface, which would be good for oil stocks, Smead said.
Persons: —, Smead doesn't, Smead, Warren, We're, Dow, Jeremy Grantham, John Hussman, Stocks, LEN Organizations: Service, Business, Morningstar, Smead, Bank of America, Technology, Fund, Federal, Fed, DR, Occidental Petroleum, Apache
☆ A top 2% fund manager over the past 15 years shares 3 red flags marking trouble ahead for major stock-market indexes — and says these 2 investments are trading at big discounts
  + stars: | 2024-07-06 | by ( William Edwards | ) www.businessinsider.com   time to read: +1 min
Bill Smead warns of poor long-term performance for stock indexes like the S&P 500. Sign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. download the app Email address Sign up By clicking “Sign Up”, you accept our Terms of Service and Privacy Policy . Smead doesn't like the long-term outlook for big stock-market indexes like the S&P 500 and Nasdaq 100. Despite their recent resilience and rallies to new highs, he said he sees a few red flags that could lead to poor performance for the broader market ahead.
Persons: Bill Smead, —, Morningstar Organizations: Service, Nasdaq, Business
☆ A fund manager who's outperformed 99% of his peers over the last 10 years shares 2 beaten-down homebuilder stocks he's betting on — and says the housing market is set to turn around next year with mor
  + stars: | 2022-12-06 | by ( William Edwards | ) www.businessinsider.com   time to read: +4 min
The US housing market has dramatically slowed this year. This is because Smead sees a recession unfolding next year as his base case scenario, in which case mortgage rates would reverse. Yields on 10-year Treasury notes usually fall in a recession, as investors flock toward safehaven assets. "And you're more likely to get to 5.3% mortgage rates if you have a recession." Falling mortgage rates will raise affordability for prospective homebuyers, and will wake up demand that has been waiting on the sidelines for better buying conditions, he said.
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