Author: Cale Smith
How Investors Should React to Rising COVID-19 Cases
From an email sent out to all investors… Good morning, IIM investors. As COVID-19 cases continue to rise, new restrictions and lockdown measures are being considered. Some states have implemented curfews, dining restrictions, and mask rules in an attempt to curb the exponential spread of the disease. This has often been a heated political issue […]
What the Worst GDP Decline in History Means for Investors
From an email sent out to IIM investors… Good evening, IIM investors. The economic recovery continues to send mixed signals in early August. Increased COVID-19 cases in many parts of the country have led to increased restrictions by local governments and businesses. Nonetheless, there are clear signs that the economy is getting back on track. The […]
IIM International Portfolios: First Half of 2020
Sturm und Drang Our hearts go out to those whose loved ones are being impacted by COVID-19; we empathize with those businesses that are trying to find a path forward during this difficult time. The Market As if this insidious virus wasn’t enough of a challenge, investors had to deal with early tropical storms, a […]
IIM International Portfolios: First Half of 2020
Sturm und Drang Our hearts go out to those whose loved ones are being impacted by COVID-19; we empathize with those businesses that are trying to find a path forward during this difficult time. The Market As if this insidious virus wasn’t enough of a challenge, investors had to deal with early tropical storms, a […]
Portfolio Manager at Islamorada Investment Management.