I recently finished Bill Walton’s autobiography and thoroughly enjoyed it. Talk about someone who has had a zest for life and embodies perseverance. That is one of the great benefits I get out of reading about other people’s lives.
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The Philosophical Investor's Blog
Our Tennis Paradise: A New Chapter
by 
Gary Carmell
Gary Carmell
Five years ago this week, my late wife Roneet passed away. Since that time, I have written a lot about her and my journey since she left us. From death and despair can also come renewal if we make a concerted effort to grow and evolve and take those who we lost with us deep in our hearts on the next phase of our journey.
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A Spherical Experience
by Gary Carmell
Gary Carmell
Last week, I waded into the dangerous waters of discussing the war between Israel and Hamas. It’s really between Israel and Iran, but the latter is using its proxies of Hamas, Hezbollah, Houthis, and militias in Iraq and Syria to do its dirty work.
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The Obstacles to Human Flourishing
by Gary Carmell
Gary Carmell
I am going to share my thoughts about what has been happening in Israel and Gaza, but before doing so, I am going to approach it from a very different angle initially, and then I will apply it to the situation at hand.
The Virtues of Fossil Fuel
I am reading a fascinating book called Fossil Future: Why Global Human Flourishing Requires More Oil,
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Dude, Where's My Recession? Only Time Will Tell
by Gary Carmell
Gary Carmell
I was definitely in the camp that once the yield curve inverted, we were headed for a recession within a year or so. The spread between the 10-year Treasury and 2-year Treasury yields went negative (inverted) in early July 2022.
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The Braveheart Fed
by Gary Carmell
Gary Carmell
I must say that when I read this tweet last week, I felt heard, listened to, and understood. It was cathartic in a way.
I know I’m being a bit melodramatic, but there are so many cross-currents in the economy that it has made forecasting quite challenging.
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More Ackman: We Aren't in Kansas Anymore
by Gary Carmell
Gary Carmell
I have written continuously over the last year or so about critical yields for the 10 and 2-year Treasuries such that if they were breached, the probability of them going higher would be quite elevated.
Looking at the following 10-year Treasury chart,
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China Rebalancing: Daunting Math that Will Impact the World
by Gary Carmell
Gary Carmell
Given China’s importance to the world economy, I wanted to focus this week’s post on some of the challenges China is facing in the short and long term.
China’s Economy
From an investor perspective, there is very little optimism that China’s economy will experience stronger growth after severely disappointing in the wake of its Covid reopening.
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Beans, A fly, Zverev, Djokovic, and Russell
by Gary Carmell
Gary Carmell
Beans the Cat
Heather and I have ended up with a rescue kitten. I won’t go into the circumstances, but his name is Beans. This is what he looks like.
As you can see, his eyes are very intense.
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On Second Thought: Lessons from Frozen Blueberries
by Gary Carmell
Gary Carmell
The pictures that follow seem odd at first. It’s not unreasonable to ask why I took pictures of frozen blueberries and felt compelled to share them via my blog.
I had an epiphany recently when adding frozen blueberries to my smoothie.
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