Gary Carmell
As some of the readers of my CWS writings know, I’m a big music fan. I particularly enjoy using rock and roll lyrics to convey important points. I thought I would have some fun and share with you some of my favorite Investable Lyrics that I find myself quoting every now and then and why I find them relevant,
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Gary Carmell
Fiscal stimulus has now started to contract while the Fed’s monetary support for the economy has tightened quite significantly over the last three months. See what the following charts show:
The following is from The Washington Post and shows how significant the support for the unemployed has been and how it will drop materially if no stimulus package is passed.
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Gary Carmell 
A couple of weeks ago, I had the pleasure of traveling to Alaska for a small CWS planning meeting on a private boat. To enter Alaska without being quarantined, one had to prove he or she tested negative for COVID, which fortunately I did.
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Gary Carmell
I know this may shock some people, but I have to admit that it’s not always obvious what I should write about each week and there are even some weeks where the motivation to do so is less than what it should be. I’m human,
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Gary Carmell
“Everyone takes the limits of his own vision for the limits of the world.”
Arthur Schopenhauer
The COVID-19 global lockdown is understandably very controversial because the cost has been staggering in terms of job losses and the psychological ramifications on so many people.
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Gary Carmell
Howard Marks, the billionaire co-founder of Oaktree, is considered to be one of the world’s most thoughtful and successful investors. He is famous for his lengthy and well thought out memos articulating his deep thinking and how it applies to investing. He is particularly interested in and astute about risk and how to manage it.
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Gary Carmell
Over the past year or so I’ve been writing a lot about tennis and how it has taken on greater importance as it has enriched my life in many areas. It has improved my health, particularly my endurance, it’s been a catalyst for creating new relationships,
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Gary Carmell
Last week was a crazy week preparing for rent collections this week as well as going through in great detail the safety precautions we are taking to do our best to keep our employees and residents safe. That is why this blog is shorter than normal.
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Gary Carmell
There is understandably a lot of fear, trepidation, and obsession about death and mortality. When I find myself inspired to think more deeply about particular subjects, I often find myself going back to some of the world’s great philosophers. In this case, I turned to Socrates who had an interesting perspective on death.
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Gary Carmell
It’s pretty clear that Donald Trump views virtually everything from the prism of winning and losing. And every issue is looked at with a very short term horizon. There does not appear to be any satisfaction derived by developing a long-term strategy, methodically implementing it, and seeing the seeds planted blossom into a beautiful garden that is sustainable and beneficial to all.
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