Tag: coronavirus
How Investors Can Take Advantage of Attractive Valuations
From an email sent to IIM investors on July 20, 2022… As the economy responds to inflationary pressures, investors continue to struggle with daily price swings across the stock market. This level of market volatility can be disorienting, and some may even want to wait it out on the sidelines. While that may be tempting, […]
IIM International Portfolios: First Half of 2022
I Believe in Yesterday I remember yesterday – before COVID-19, the Great Resignation, the Russo-Ukrainian war; before inflation surged and the S&P had the worst first half in fifty years and before ducks landed in our pool. We don’t mind if all the neighborhood critters come and clean up dropped birdseed, but why swim in […]
On Bear Markets and Volatility
From an email sent out to IIM investors on June 14, 2022: Good evening, IIM investors. The S&P 500 officially fell to bear market levels this week. Rapid inflation across the economy has affected consumers and businesses, raising questions about spending and corporate profits. These pressures have pushed interest rates higher across the curve, breaking […]