The Philosophical Investor's Blog

Van Revisited with a Little Help(less) from Neil Young and Family

Van Morrison with his daughter Shana Morrison

With the exception of writing about interest rates. I do make a concerted effort to have content on my blog be fresh and try to avoid repetition. With that being said, however, there is only so much one can write about that is novel and insightful.

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Federal Reserve Response to the Market’s Beseeching – Power of Structural Forces

Federal Reserve

It’s been a very busy three weeks of travel so I’m going to keep this one pretty short and sweet. And while I often write a thousand words or more, this post will hopefully support the adage that “a picture is worth a thousand words.”

The Federal Reserve finally responded to the market’s beseeching that it pauses its rate increases and not be on a “damn the torpedoes” path of raising interest rates and shrinking the balance sheet.

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One Mis-Step Away – Answers Come After the Question is Posed

Question

Answers can only come after a question has been posed. Thus, formulating great questions is the first, and most important, step to growing one’s base of knowledge. As I have written in my book, the two most important questions I need the answers to in terms of our investments at CWS are:

What is going to happen to our Net Operating Income?

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The Growth of Passive Investing – It Will Bogle the Mind

Jack Bogle

This will be a relatively short post honoring a long life that was highly impactful.

The following chart shows a demand curve that, without much argument, we can point to one man for the explosive increase. It represents the percentage of assets dedicated to passive investing via index funds and Exchange Traded Funds (ETFs).

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What’s Your Crucible?

Crucible

A friend of mine and I went to a local bar that we very much enjoy frequenting because it is set up in a way to foster connection and conversation between the patrons. It has a living room type configuration with couches and very comfortable chairs in which there is the opportunity to sit across from people and be close to them in a very informal and fun social setting.

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Economic Tug of War

Economic Tug of War

Are jobs a lagging indicator? That is the question as last week was a very ugly one in terms of the Apple announcement and other economic reports suggesting the global economy is slowing. At the same time, the jobs report was quite stellar as the economy produced a seasonally adjusted 312,000 jobs,

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Lessons From Harry About Being Truly Alive

Harry

One of the things that Roneet and I had in common was the fact that neither of us grew up with any pets other than the occasional fish. We would sometimes commiserate how they would jump out of the bowl and feel badly about it and how we both felt the sad shock of seeing them on the ground lifeless.

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A Return to Charts – Focusing on Interest Rates and the Economy

charts

It’s been a while since I have focused on the economy and interest rates so I will return to one of my periodic chart-o-ramas to try to capture some of the dramatic changes taking place in various markets and how investors have gone from embracing risk to shying away from it,

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Handshakes to Hugs – Between a Laugh and a Tear

handshake to hugs

I was planning on writing about Apple’s announcement that they were making a huge investment in Austin, as well as the material, slow down taking place in China and how that is impacting global economic growth. But then, the combination of reflecting on a conversation I had with a friend/mentor/business advisor and a quote my daughter texted me led me to abort and return to the subject of healing,

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From Interest Rates to Insights – Feel to Heal

Interest Rates Gary Carmell

The fact that I’m not going to spend much time on this chart must mean that I still feel the need to release things deep within my subconscious with regard to the loss of Roneet.

10-year-treasury-Constant-Maturity-Rate Interest Rates

While rates were rising I wrote a few times that I was perplexed that they were doing so given the headwinds of tariffs and increasing tension with China,

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