Gary Carmell
With the Omicron variant, originally called Nu, capturing global headlines and concern that it is so different from other variants due to the number of mutations it possesses, there is deep concern that the global economy will go back into lockdown mode.
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Gary Carmell
I was in London last week for my first international trip since March 2020. It was nice to be overseas again. Given time constraints I will target sharing more of a pictorial journey of my trip after I get back. I like keeping a travel log via this blog as it can serve as a diary of my excursions around the world and gives me a place I can return to if I want to revisit some of those trips.
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Gary Carmell
Our supply chain debacle is front and center for virtually every person in the U.S. in one way or another. This chart is fascinating to me in that orders are now about 5% above previous cycle peaks.
And yet,
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Gary Carmell
Milestones represent opportunities to reflect. Some are happy events while others can be quite devastating, with many in between. Three years ago my wife of nearly 30 years, Roneet, passed away. It was so unexpected and untimely that it brought me,
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Gary Carmell
I had the incredible pleasure of attending the BNP Paribas tennis tournament in Indian Wells, California. It is a beautiful facility and was purchased by Larry Ellison in 2009 and he has spared no expense to have it live up to the vision of it being a tennis paradise.
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Gary Carmell 
I thought I would return to a post focusing on charts that I found compelling this past week. The Fed is now telegraphing an imminent slowdown of its purchases of Treasuries and mortgage-backed securities. The reaction of bond investors led to a narrowing of the yield curve.
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Gary Carmell
One can see that natural gas has gained the most market share of the world energy supply between 1973-2019. Oil’s share has dropped quite significantly during this same time frame. With that being said the second chart shows that it has still grown materially but not nearly as much as natural gas and nuclear.
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Gary Carmell
A few years ago I did 23andMe. I was not only curious about my ancestry but what medical risks might be present based on my DNA. Fortunately, I don’t appear to be predisposed to any serious ailments. Over the course of its many years in business,
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Gary Carmell
There is no doubt that technological innovation has automated more tasks and this will only become more pronounced with the greater use of artificial intelligence and robotics. This has created a greater demand for workers who have “soft” skills since routine job tasks are becoming more automated or commoditized.
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Gary Carmell
With the 20th anniversary of September 11 just having passed I felt compelled to make a reference to it in this post. What I find interesting is that after the Twin Towers and Pentagon were attacked and over 3,000 people were killed on American soil,
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