The Philosophical Investor's Blog

Health Hack Habits

Last week was very busy as I was in Austin for most of it to attend and present at our first company national meeting since 2019. The trip also included participating in two advisory board meetings. In order to meet my weekly blog commitment,

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Rage Against the Machine

The Federal Reserve Rage at the Machine

enantiodromia

I love the word enantiodromia. Maybe it’s because of how esoteric it is or how intelligent it makes me seem (even though I can barely pronounce it). I think the real reason I like it is that it captures a very powerful tendency in people and in cycles for people and nature to shift to their opposites.

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Re-Energized

Energy

A little over six months ago I wrote about what was for a long time a disastrous investment that I made in a coal company that I purchased prior to Covid and subsequently dropped 80%. The post discussed many of the compelling reasons to hang on to the company because coal producers were extremely well-positioned to capitalize on very favorable supply/demand fundamentals.

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This Space Is Getting Hot

Hot interest rates

There are things you can replace

And others you cannot

The time has come to weigh those things

This space is gettin’ hot

You know this space is gettin’

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Random Real Estate Musings Trends and Topics

Real Estate Mortgage increase

At CWS we have been heavily focused on growth-oriented markets that have large in-migration due to a competitive cost of living, high quality of life, and pro-business environment. This has led us to be heavily concentrated in metro areas such as Austin,

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Recession Watch

Recession Watch

There’s no question now that the Federal Reserve is in full hawkish mode. The release last week of the minutes of the previous FOMC meeting left no doubt that they are on an aggressive path to squelch inflation through demand destruction and tightening financial conditions.

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Space: The Final Frontier

Space the final frontier

There’s nothing like a challenge to focus one’s mind, attention, and organization of one’s life to meet that challenge. I was playing doubles last Tuesday night and right before the match, I received a text from someone who I play singles with fairly regularly.

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Pressure Is A Privilege - Inner Excellence, Tennis, and Putin

Rafael Nadal

I had the distinct pleasure to once again attend the last three days of the BNP Paribas tennis tournament at Indian Wells. I purchased tickets for the quarterfinals, semi-finals, and finals for both men and women for singles and doubles. I love to observe the players in action to study how they approach their craft and adapt to different situations,

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Roll with the Changes

Interest Rates up March 2022

The Fed finally raised short-term interest rates last week. The market is expecting a very fast and steep rate hike cycle as this chart shows. This is a far cry from Powell reiterating that the Fed wouldn’t raise rates until the end of 2023 at the earliest.

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What Is Happening Inside His Head...And Psyche?

Putin Hitler Peter Drucker

I often wonder what he is feeling

Has he ever heard a word I’ve said?

Look at him in the mirror dreaming

What is happening in his head?

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