Category Archives: For Investors
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…
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…
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…
