Gary Carmell
I have to confess that I’m feeling a bit guilty about something. A few weeks ago someone sent me a message on LinkedIn within 15 minutes (if not less) of me accepting his connection request. My usual experience with that one-two punch is not very favorable as it often relates to someone wanting to sell me something,
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Gary Carmell
This is going to be a short blog post, given my travel schedule last week. I have been talking for a while now about the narrowing yield curve and the prospects for it inverting. The 10-year Treasury finally went lower than the 3-month Treasury bill,
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Gary Carmell
I’ve been pleasantly surprised so far with regard to how well our rent collections have held up since the onset of COVID and the corresponding economic carnage. On average, we’ve been collecting across our portfolio about 98% of what we have billed.
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Gary Carmell
Last Monday’s announcement by Pfizer that its Covid-19 vaccine was more than 90% effective in preventing the illness sent an earthquake through financial markets, eliciting the worst day in history for momentum stocks. Momentum stocks have been the best performers and investors invest in them believing that strength creates more strength which will lead to outperformance.
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Gary Carmell
China has been capturing a lot of headlines with the implosion of the country’s largest homebuilder, Evergrande. It has an estimated $300 billion in liabilities and approximately 1.4 million homes under construction or with deposits obligating them to build homes in the future.
Evergrande Group Insolvency
This is a big deal as a disorderly collapse of the Evergrande Group can have huge ramifications on the economy and social stability.
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Gary Carmell
A couple of months ago I wrote about the unfolding energy challenges related to the sharp recovery out of Covid and the transition to renewable energy sources. The article talked about coal and how the demand for it has increased significantly while supply has dropped due to Covid and the utter disdain for it as an energy source due to its carbon emissions.
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Gary Carmell
After Roneet’s passing, I wanted to channel my grief in ways that I could honor her memory and help contribute to bettering the world. I chose to back incredibly dynamic, bright, passionate, and innovative people with whom I had great respect that I thought Roneet would be proud of as well.
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Gary Carmell
When it comes to tracking Covid trends there are a few indicators to which I pay close attention. The first is hospitalizations as this is the variable that Governors are most closely watching (as well as ICU capacity) when it comes to implementing restrictions on businesses and personal behavior.
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Gary Carmell
I’ve been focused on my book the last few weeks so I thought I would focus on some other authors and convey some of the wisdom I’ve discovered from them.
One of the reasons I enjoy my Kindle so much is that it tracks all of my highlights and notes which makes it very easy to go back and review them.
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Gary Carmell
Let us put men and women together
See which one is smarter
Some say men, but I say no
The women got the men like a puppet show
It ain’t me –
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