Category Archives: Commentary

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…

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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 … read more…

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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…

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