I’m going to get on my soapbox for this post. I was talking to a friend who was picking my brain about banking relationships as he was thinking about switching banks for his business and he wanted to know about the one I use.
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The Philosophical Investor's Blog
Influence People’s Perceptions - Can You Shape Their Reality?
by 
Gary Carmell
Gary Carmell
One of the great books I’ve read about marketing is Positioning by Ries and Trout. It is considered a classic and one of the definitive books on the subject. The authors make the simple assertion that marketing is ultimately about accepting that perception is the reality.
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A Demand Pull Boomcession
by Gary Carmell
Gary Carmell
Last week’s CPI report sent shockwaves through bond markets. It came in extremely hot.
Other inflation indicators are running very hot as well.
Interest rates have gone up incredibly fast as investors fear a very hawkish Federal Reserve.
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A Hearty Year of Staying the Course
by Gary Carmell
Gary Carmell
This week is the one-year anniversary of my heart valve repair surgery. I wrote about what I went through and some of the challenges I had at the time so I won’t rehash all of the details here other than to say that the surgery was pretty complicated,
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Happy 90th Bill!
by Gary Carmell
Gary Carmell
I wanted to take this opportunity to dedicate this blog post to Bill Williams, one of the founders of CWS. He just turned 90 and I have had the pleasure, honor, and great privilege of knowing Bill since 1987 when I started working at CWS.
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Housing: What Inning Are We in?
by Gary Carmell
Gary Carmell
Investors are always asking the question what inning are we in when it comes to where we are in a particular cycle. It’s a pertinent question related to housing as it has had a tremendous run in terms of home price appreciation, equity build-up among homeowners, and tremendous profits for builders and investors.
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R.I.P. Bob Saget and Developing a Guest/Host Mindset
by Gary Carmell
Gary Carmell
For whatever reason, I was really struggling with what to write this week. Yes, I admit that this does happen. I then started reflecting on the previous week and one of the attention-grabbing events and there was one that particularly impacted my kids, especially my daughter.
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Minutes by Minutes - FOMC
by Gary Carmell
Gary Carmell
Hey, don’t you worry, I’ve been lied to
I’ve been here many times before
Girl, don’t you worry, I know where I stand
I don’t need this love,
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Flossing away that Gnawing Feeling in 2022
by Gary Carmell
Gary Carmell
2021 is now in the history books and it should be a year worthy of study and reflection. We had to work through a full year of Covid and the huge collateral damage that it has done to people’s physical and mental health,
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It's Getting Interesting
by Gary Carmell
Gary Carmell
The Fed blinked and acknowledged that inflation may not be transitory. When combined with its perception that the labor market is on the way to being healed, Jerome Powell has moved up the Fed’s estimate of the first rate hike by more than a year.
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