Tag: michael lewis
IIM 2022 Macro Mailbag
Below are five videos containing Q&A about the economy in 2022. You can also download a PDF of the full slidedeck here at this link. Video 1: Intro and TL;DR Version Video 2: History & Sentiment Video 3: Economic Indicators Video 4: Rates & Housing Video 5: Elections & Cycles Pls let me know if […]
IIM 2022 Macro Mailbag
Below are five videos containing Q&A about the economy in 2022. You can also download a PDF of the full slidedeck here at this link. Video 1: Intro and TL;DR Version Video 2: History & Sentiment Video 3: Economic Indicators Video 4: Rates & Housing Video 5: Elections & Cycles Pls let me know if […]
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 […]