Author Archives: Cale Smith
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 … read more…
Posted in Commentary
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Seven Insights for the Second Half of 2020
From an email sent to IIM investors on July 2, 2020: After collapsing by 22 million in March and April, 4.8 million workers returned to work in June, according to this morning’s jobs report – significantly more than the 3 … read more…
Posted in Commentary, For Investors
Tagged coronavirus, long term investing
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Letter to Investors: Tarpon Folio – June 2020
Dear Tarpon Investors, Several quick notes before updating you on Tarpon: 1. The topics I was hoping to cover in this year’s Annual Investor Meeting will be delivered via a series of emails later this summer. 2. Goldman Sachs is … read more…
Posted in For Investors
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