Category Archives: For Investors

Brexit or Not to Brexit

Deal or No Deal On September 10th, I headed to Europe with my two-country Eurail Pass and a notebook full of questions for some of IIM’s Swiss and German current and prospective investments. I was especially interested in their perspectives … read more…

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Slides from the 2018 Annual Investor Meeting

Links to download the following PDFs… A transcript of my slide narration My slides on Tarpon and oil You can watch the videos below, or by following these links to YouTube: Video 1: Cale Smith’s Update on Tarpon Video 2: … read more…

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IIM International Portfolios: Investor Letter for Q1 ’18

Fears of trade wars and accelerating inflation unsettled international investors in the first quarter of 2018, impacting local returns in most developed regions. The Morgan Stanley Capital Index (MSCI) benchmark for Europe was down 4.35% and the Pacific benchmark was … read more…

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