Gary Carmell
Last week I had my annual cardiologist appointment which involves having an echocardiogram and EEG. I have been doing this for a number of years because I had mitral valve prolapse and a corresponding leaky valve which required annual monitoring. For many years the situation was stable until 2020 when the valve started leaking much more than it had been and was starting to enlarge the heart.
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Gary Carmell
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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Gary Carmell
Last week was quite eventful. We held our 55th annual investor meeting for CWS with approximately 400 people in attendance. The night before Heather and I hosted our local employees and those who came in from out of town at our house for a few hours of socializing,
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Gary Carmell
On March 24th Heather and I tied the knot in a beautiful, intimate ceremony that took place at the beautiful setting and home of my sister and brother-in-law in the Palm Springs area. It was a very small gathering of 40 people.
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Gary Carmell
I have written a lot over the years about my daily smoothie routine, which I have been consistently making for the past 20 years or so. I would like to think that I have been better off for having done this consistently for so long but I’m not willing to do a controlled experiment which would require me to stop drinking my smoothie to truly make a comparison in terms of how I feel and if there’s any meaningful change in my blood work.
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Gary Carmell
Whenever I think about the financial equation of the tennis court and associated amenities I just had built and question my sanity, I then experience incredible non-financial benefits to lend credence to my decision to do what I did and invest what I have.
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Gary Carmell
I’ve been wrestling with the theory that we have had a regime change from the credit dislocation cycles that have led to emergency-type measures from the Fed via balance sheet expansion and near 0% interest rates to one that has inflation as much more of a central concern due to powerful fiscal expansionary tendencies and other factors such as onshoring of manufacturing,
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Gary Carmell
Last week I was driving to one of my early morning sessions with my trainer. I took a route I usually don’t take and on the way I passed Edwards Lifesciences headquarters. It’s a beautiful building and while driving past it I was suddenly filled with gratitude because they make a device that was used to keep my mitral valve in my heart from leaking after it was surgically repaired.
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Gary Carmell
Just when the market prices in four cuts for 2024, either the Fed comes out to talk the market down or data is released to suggest investors are being too aggressive in pricing in the number of Fed cuts.
We are now back to the point where the market and Fed are once again aligned on the number of cuts in 2024.
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Gary CarmellSince this is the week my book (March 2015) officially comes out in bookstores, I would be remiss not to acknowledge it. Writing a book has been on my bucket list for a while so I’m excited and proud to have completed such a monumental goal.
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