Tag: E&Ps
IIM International Portfolios: First Half of 2021
The Light at the End of the Tunnel There appears to be a light at the end of the pandemic tunnel, at least in certain parts of the US. According to USA Facts, by July 14 of this year 56% of the population had received at least one vaccine dose and 49% of the population […]
IIM International Portfolios: Q1 2021
History is Rhyming The provenance of “History doesn’t repeat itself, but it often rhymes,” is questionable but sure seems to apply today to pandemics and stock scandals. Although the current pandemic has not run the course, vaccines and therapeutics to counter secondary infections should keep the death rate below the 50 million experienced during the […]
IIM International Portfolios: Investor Letter for 2020
From Charles Dickens to Amanda Gorman Dickens authored 2020. Whether pondering the coronavirus and the vaccines, social injustice and the response or the fall and rise of global equity markets, “It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it […]