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 […]
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 […]
On Bear Markets and Volatility
From an email sent out to IIM investors on June 14, 2022: Good evening, IIM investors. The S&P 500 officially fell to bear market levels this week. Rapid inflation across the economy has affected consumers and businesses, raising questions about spending and corporate profits. These pressures have pushed interest rates higher across the curve, breaking […]
Portfolio Manager of the Frigate and Treasure Harbor Folios.