Category Archives: Commentary

IIM International Portfolios: 2019 Letter to Investors

What A Year It Was What a difference a year makes! Overshadowed by Brexit, trade wars and fears of a recession equities dropped precipitously the last quarter of 2018 and created a bit of trepidation entering last year. Indeed, these … read more…

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IIM International Portfolios: Thru Q3 2019

What I Learned During Oktoberfest             After hearing my travel woes – typhoons, earthquakes, electrical shocks  – Baader Investments invited me to their September conference in Munich where investment opportunities converged at the Sofitel in Munich, Germany during Oktoberfest. Too … read more…

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IIM International Portfolios: Investor Letter for Q3 ’18

As discussed in my recent blog post, international investing this year has been like walking through a mine field, as stock prices discounted the implications of tariffs, Brexit and volatile emerging markets. Adding insult to injury, the strengthening U.S. dollar … read more…

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