The Philosophical Investor's Blog

My Tribute to Roneet at Pardes Institute

Roneet Tribute at Pardes

The following is a recap of my tribute to Roneet delivered at Pardes Institute of Jewish Studies, May 2019

May 7, 2019, would have been my 30th anniversary with Roneet. We met towards the tail end of her senior year at UCLA.

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Honoring Roneet in Jerusalem

Jerusalem Pardes with Roneets Family

I spent last week in Israel and it was a fascinating time to be there. It’s always interesting, but it was particularly so this time due to the significant escalation of hostilities in the south of the country as well as that it was coinciding with Israel’s Memorial and Independence Days (no accident I’m sure).

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German Negativity

German Yield

Mohamed El-Erian, the former CEO of PIMCO, said recently on CNBC that if you want to know what’s going to happen to U.S. long-term interest rates, then all you have to do is look to Germany. And so that is what I did.

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Fire My Metaphor for Earnings News: Catalytic Regeneration

Canyon Fire earnings news

There’s a regional park near my house that I like to hike. It has beautiful scenery, a lot of hills, and a number of people on the trails that conveys a feeling of community and self-care. Its topography and large size allow for many different trail options in terms of length,

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CWS at 50: How We Have Survived and Prospered for 50 Years

CWS Investors

Last week we had our annual investor meeting for CWS. This was a huge milestone as we celebrated our 50th anniversary. The attendance was a record with more than 600 people taking time out of their busy lives to join us for dinner and presentations from the CWS principals.

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Happy Birthday Roneet

The Roneet Carmell Memorial Endowment Fund

Last Friday was Roneet’s birthday. She would have been 55. I thought this would be an appropriate time to discuss ways I have tried to honor her.

As I’ve gotten older and have had more resources available in which to invest in other people and organizations,

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Mastery in Charleston

Charleston Gary Carmell Bob Weir

I have a myriad of reasons for writing my blog week in and week out. One of them is that it can serve as a quasi-diary of my life so that I have something I can turn to remember what was happening in my life and when.

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Obsessed by Curves: Yield Curves that Is

yield curves

This is going to be a short blog post given my travel schedule last week. I have been talking for awhile now about the narrowing yield curve and the prospects for it inverting. The 10-year Treasury finally went lower than the 3-month Treasury bill which Federal Reserve researchers say is the best indicator for telegraphing a future recession.

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Inverting James Taylor: The Fan

Gary Roneet James Taylor

Every couple has its idiosyncrasies. One of those in my long relationship with Roneet was her insistence every night that we sleep with the portable standing floor fan on no matter how cold it was inside the house. I am pretty sensitive to being cold at night so when she would insist that the fan be on,

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Turn and Face the Strange(r) - My Hippie Uber Driver

Hippie Uber Driver

In David Bowie’s song Changes, the protagonist tells himself to “turn and face the strange”. Change is inevitable and in order to drive change or adapt to it, one has to go outside of the comfortable and familiar and take risks.

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