Category Archives: For Investors
Historic Unemployment and the Months Ahead
From an email sent May 13, 2020: Good morning, IIM investors. Given the nature of this COVID crisis, recent unemployment numbers are particularly important to understand. Below is some context for how we’re thinking about them. It’s also the time … read more…
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…
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…
