Gary Carmell
This will be a relatively short post honoring a long life that was highly impactful.
The following chart shows a demand curve that, without much argument, we can point to one man for the explosive increase. It represents the percentage of assets dedicated to passive investing via index funds and Exchange Traded Funds (ETFs).
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Gary Carmell
A friend of mine and I went to a local bar that we very much enjoy frequenting because it is set up in a way to foster connection and conversation between the patrons. It has a living room type configuration with couches and very comfortable chairs in which there is the opportunity to sit across from people and be close to them in a very informal and fun social setting.
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Gary Carmell
Are jobs a lagging indicator? That is the question as last week was a very ugly one in terms of the Apple announcement and other economic reports suggesting the global economy is slowing. At the same time, the jobs report was quite stellar as the economy produced a seasonally adjusted 312,000 jobs,
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Gary Carmell
One of the things that Roneet and I had in common was the fact that neither of us grew up with any pets other than the occasional fish. We would sometimes commiserate how they would jump out of the bowl and feel badly about it and how we both felt the sad shock of seeing them on the ground lifeless.
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Gary Carmell
It’s been a while since I have focused on the economy and interest rates so I will return to one of my periodic chart-o-ramas to try to capture some of the dramatic changes taking place in various markets and how investors have gone from embracing risk to shying away from it,
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Gary Carmell
I was planning on writing about Apple’s announcement that they were making a huge investment in Austin, as well as the material, slow down taking place in China and how that is impacting global economic growth. But then, the combination of reflecting on a conversation I had with a friend/mentor/business advisor and a quote my daughter texted me led me to abort and return to the subject of healing,
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Gary Carmell
The fact that I’m not going to spend much time on this chart must mean that I still feel the need to release things deep within my subconscious with regard to the loss of Roneet.
While rates were rising I wrote a few times that I was perplexed that they were doing so given the headwinds of tariffs and increasing tension with China,
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Gary Carmell
I don’t typically find myself drawn to self-help books but after reading an article on Medium I found myself intrigued by one written in 1960 by a plastic surgeon named Maxwell Maltz. It is called Psycho-Cybernetics.
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Gary Carmell
My intention was to make a clean break this week and the transition from mourning the loss of my wife Roneet to discussing more economic and business-related issues. But honestly, I found that I’m not mentally and emotionally in that place right now. As a result,
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Gary Carmell
First of all, I would like to thank everyone that has expressed their condolences, sadness, thoughts, and feelings about the loss of my beautiful wife Roneet. The outpouring of support and emotion has been extraordinary and so gratifying and, at the same time, quite understandable because of what a very unique and special person she was.
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