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Island Investing

Riffs, rants, and the upside of investing from way off Wall Street

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IIM International Portfolios: Thru Q3 ’21

On Gravity Gravity or gravitation is the force that attracts anything with mass or energy to one another. It’s kind of important; it keeps we human beings grounded. Although global equity markets don’t meet the physics definition of mass or energy, most succumbed late in the quarter to the gravitational forces of the ongoing fight […]

Letter to Investors: Tarpon Folio Q3 ’21

The full letter can be found here at this link. An excerpt: “Being a portfolio manager is a perennial search to find – and then attempt to profitably exploit – systematic biases in the stock market. I would argue that nowhere has our current political dysfunction created more profitable biases to exploit than in the […]

IIM International Portfolios: First Half of 2021

The Light at the End of the Tunnel There appears to be a light at the end of the pandemic tunnel, at least in certain parts of the US. According to USA Facts, by July 14 of this year 56% of the population had received at least one vaccine dose and 49% of the population […]

IIM International Portfolios: Q1 2021

History is Rhyming The provenance of “History doesn’t repeat itself, but it often rhymes,” is questionable but sure seems to apply today to pandemics and stock scandals.  Although the current pandemic has not run the course, vaccines and therapeutics to counter secondary infections should keep the death rate below the 50 million experienced during the […]

How the $1.9 Trillion Stimulus Package Impacts Investors

With the recent $1.9 trillion stimulus package now signed into law, more than $5 trillion has been authorized over the past year to combat the economic impact of the COVID-19 pandemic. Like its predecessors, this bill sends checks to households, supports small businesses, extends unemployment insurance, funds healthcare initiatives and more.  Although this spending is […]

2020 Annual Investor Meeting: Video Two – The Way Back

Disclaimer: This post nor any of the material linked to herein in any way constitutes investment advice. Historical performance data above represents performance results as reported by the portfolio identified. Performance results are for illustration purposes only. Historical results are not indicative of future performance. Positive returns are not guaranteed. Individual results will vary depending […]

IIM International Portfolios: Investor Letter for 2020

From Charles Dickens to Amanda Gorman Dickens authored 2020. Whether pondering the coronavirus and the vaccines, social injustice and the response or the fall and rise of global equity markets, “It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it […]

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 […]

IIM International Portfolios: Investor Letter For Q3 ’20

I’m over it. I’m tired of viruses, Brexit and elections; I’m tired of wearing masks, social distancing and missing my friends and family. I keep hearing “these are short-term problems; focus on the long run.”  When’s the “long run” coming? How did my Grandmother, from whose first name my middle name is fashioned, survive all […]