Category Archives: Commentary

An Economy in Recession

From an email sent April 30, 2020: Good evening, IIM investors. This week’s GDP report formally confirmed what you probably already knew: the economy is either already in recession, or soon will be. That report was unique not only because … read more…

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Negative Oil Prices?!?!

From an email sent April 22, 2020: Good evening, IIM investors. The nationwide shutdown in response to the coronavirus has hit all corners of the economy, including the energy sector. The oil market made historic moves on Monday, as per … read more…

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Coronavirus Versus the Fed

From an email sent on March 19, 2020: Good evening, IIM investors. This week we appear to be witnessing the worst psychological – though not statistical – impact of COVID-19. While we are currently waiting on the details of the … read more…

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