Tag: E&Ps
IIM International Portfolios: First Half of 2023
Rocket Science The second quarter of 2023 was more bizarre and tragic than the first. Following the incursion of the February Chinese spy balloons, the Pentagon admitted that there are plenty of unexplained anomalous phenomena (UAPs, formerly known as UFOs) floating around. Unrest spread through France as some rioters protested the increase in the retirement […]
What the Looming Debt Ceiling Deadline Means for Investors
From an email sent to IIM investors on May 8, 2023… The federal debt limit is once again in the news as the country approaches a critical deadline on June 1. Investors are understandably nervous about Washington failing to reach an agreement, a possibility that both sides agree would be a self-inflicted catastrophe. While it’s […]
IIM International Portfolios: Q1 2023
No Beautiful Balloons I don’t think The Fifth Dimension was thinking of Chines spy instruments when they asked if we wanted “to fly in my beautiful balloon,” but white balloons, which China claimed were rogue weather monitors, came traveling over the US and South America in February. The US shot down one off the East […]