The Philosophical Investor's Blog

What Movie Are You Creating And Watching?

Barry Ritholtz Gary Carmell

Scott Adams is someone I follow and I appreciate his insights about persuasion and human nature. He often says that everyone is living their own movie. They write the scripts and they have cast them with characters they have developed with personalities they have created for them.

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Rent Control - Then and Now

With rent control being passed in California, Oregon, and New York, government intervention in rental housing is heating up. This is something we have been predicting for a number of years given the housing shortage and relatively stagnant wages for lower to middle-income earners. We also had a lot of experience with it when we owned manufacturing housing communities where it was much more widespread than apartments so we had a sense of the conditions that would lend itself to rent control pressures.

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Forces of Fortitude and Fulfillment in the Face of Freakish Fatalistic Fury

Roneet Carmell

Now that the one-year anniversary of Roneet’s passing has taken place I wanted to take the opportunity to reflect on some of the strategies, tools, and approaches that I have taken to move forward in life in the absence of her physical absence.I do emphasize her physical absence because her spirit is still with me and so is her voice in my head,

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And Roneet Lived

Roneet Eulogy

Roneet passed one year ago today. I wrote the following for Roneet’s memorial service.

In the book of Genesis the chapter discussing the death of Sarah is called “The Life of Sarah” while the one dedicated to the death of Jacob is called “And Jacob Lived”.

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More Haikus

Haiku

Please note that since the S.E.C. thinks some of my blogs crossover in terms of promoting CWS or making investment recommendations, they now need to be reviewed by our Chief Compliance Officer before being posted. As a result, after this week I anticipate that future blogs will be posted on Tuesday.

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Mind Your Legacy and a Pet Peeve

Mark Hurd Legacy

I was going to write about some interesting charts that caught my attention such as this one.

Average of five key Philly Fed subindexes

And while this divergence definitely caught my eye and makes me wonder if the recent rise in yields (nearly 0.25% over the last couple of weeks on the 10-Year Treasury) is foreshadowing economic improvement like this chart seems to suggest,

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Barcelona and the Beautiful People

Gary Carmell Barcelona Vacation Pictures

Barcelona has been on my bucket list. I was heading to Europe for another reason but decided to tack on visiting the city to the beginning of my trip. I flew through Istanbul and since I’m a big fan of naps I thought I would take this picture to show my support for this activity (or inactivity).

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Global Warming - Then and Now

global warming climate change

The impassioned plea that took place recently from teen climate activist Greta Thunberg at the U.N. understandably caught the attention of much of the developed world. At the risk of being controversial/politically incorrect I decided to do a couple of searches on www.newspaperarchive.org on “Climate Change” and “Global Warming” and restrict the years to between 1919 and 1965 to see if these were topics covered by newspapers back then and,

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A Memorable Cab Driver and Eavesdropping in Austin

cab driver Austin

I was in Austin a couple of weeks ago and had a very interesting cab driver who looked like one of the wild and crazy guys from the classic Saturday Night Live skits played by Dan Ackroyd and Steve Martin as the two brothers from Czechoslovakia.

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A Reunion of Reflection

Central School 8th Grade Class of 1979

This post will be a little self-indulgent, as it will not touch on anything related to real estate, interest rates, or economics. It is inspired by my recent attendance at the 40th reunion of my eighth-grade class.

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