Author: Retz Reeves
IIM 2022 Macro Mailbag
Below are five videos containing Q&A about the economy in 2022. You can also download a PDF of the full slidedeck here at this link. Video 1: Intro and TL;DR Version Video 2: History & Sentiment Video 3: Economic Indicators Video 4: Rates & Housing Video 5: Elections & Cycles Pls let me know if […]
IIM 2022 Macro Mailbag
Below are five videos containing Q&A about the economy in 2022. You can also download a PDF of the full slidedeck here at this link. Video 1: Intro and TL;DR Version Video 2: History & Sentiment Video 3: Economic Indicators Video 4: Rates & Housing Video 5: Elections & Cycles Pls let me know if […]
IIM International Portfolios: YTD thru Q3 2022
This Is The End No, it’s not the end of my investment career, but these are the last song lyrics I’ll write for you. (Edward Bear). Hopefully, we are coming to the end of the Fed’s utilizing interest rates to wage war on inflation, but in the meantime, Putin’s continued annexation of Ukraine, the drop […]
The Importance of Staying Invested During Inflation
From an email sent to IIM investors on September 15, 2022… The upside to challenging weeks in the market like this one is that they remind us that long-term investment success requires patience. It’s important to never focus on or overreact to short-term market performance – especially after a single day. However, it’s also valuable […]
Portfolio Manager of the Frigate and Treasure Harbor Folios.