Tag: michael lewis
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 […]
How Geopolitical Risk in Ukraine Impacts Long-Term Investors
From an email sent out to IIM investors on Feb 27th, 2022: Good morning, IIM investors. For long-term investors, periods of geopolitical risk are unavoidable. This week’s events in Ukraine are troubling and evolving rapidly. A major world power invading a free sovereign nation is of enormous historical significance. And though I am skeptical of […]