The Philosophical Investor's Blog

T.R., Dana Delany, and the Power of a Platform

Dana Delany Teddy Roosevelt

Kudos to Heidi Garland who handles my social media. She is quite in her postings on my behalf on Facebook, Twitter, and LinkedIn. I never know what interesting tidbit she might be posting. Of all the platforms, Twitter is the most ephemeral as tweets are sent and they tend to have a short shelf life to them.

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Hurricanes & Markets: What Happens to Stocks and Bonds?

Hurricane and markets

Hurricane Michael created unfathomable devastation to Florida Panhandle beach communities. What was particularly insidious was how fast it formed and deprived people of precious time to evacuate. This picture is one representation of the fury of Mother Nature and the wrath she brought down.

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Treasury Note Yield: Could I Be Wrong? A Humbling Week

Treasury Note Yield

Talk about a humbling week. Last week I was making the case that 3.11% on the 10-year Treasury note yield and possibly as high as 3.16% were the key levels that I did not think would be breached. This chart shows how wrong I was.

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What ‘The Eleven’ Has to Do With Interest Rates?

The Eleven

The Grateful Dead have a song called The Eleven. In many ways the lyrics are unintelligible. It was written during their psychedelic phase so the lack of comprehension makes some sense as their senses were non-sensical.

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Indispensability and Lessons from Liam Neeson

indispensable Liam Neeson

And all the roads we have to walk are winding

And all the lights that lead us there are blinding

-Oasis “Wonderwall”

I am periodically asked to give career advice and it is something that honestly I’m not so comfortable doing.

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Single-Family Housing: No Bubble But There Is A “But”

housing

It has been our belief at CWS that housing in totality has been undersupplied. This does not mean that apartments may not be over-supplied in certain metro areas, particularly in the urban core. This is the case because these properties are often very dense and result in the delivery of a lot of units at one time that can often result in rent discounts to entice people to rent at these communities so developers can expedite getting out of their construction loans and/or be in a position to sell their properties.

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What Were Trump Voters Really Looking For?

Trump Voters

With the midterm elections kicking into high gear and political rhetoric heating up and true believers huddling in their echo chambers and cocoons, I thought it would be interesting to look at some research carried out with regard to the 2016 presidential election and some of the surprising findings.

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Life and Death Location Decisions – Innovative Technology Sectors

Decisions high tech

When we started to scale our apartment business in the mid to late 1990s our location decisions were based on investing in cities that would be highly appealing to knowledge-based workers. It was starting to become clear that economic growth would be driven by technological innovation deployed widely throughout U.S.

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Built To Last – Finite vs. Infinite Games

Finite and Infinite Games

I had the pleasure of seeing Crazy Rich Asians last week. It was quite enjoyable and I very much recommend it. There is a scene in the movie that represents the clash of values between generations and cultures (Chinese and Chinese American) in which the matriarch criticizes her son’s Chinese American girlfriend for being fixated on the American obsession of happiness and wanting to be happy.

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What’s the Frequency, Kenneth?

personality

In 1986 Dan Rather was attacked on the streets of New York City by an assailant who kept asking “Kenneth, What’s the frequency?” And if Dan Rather hoped to forget about the incident this became impossible as R.E.M. memorialized it with their huge hit in 1994 of a slightly different title called What’s the Frequency,

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