Gary Carmell
Not surprisingly, the Fed pulled the trigger and raised short-term interest rates by 0.25% for the first time since last December. I thought I would convey what I think are the most pertinent variables to be monitoring in the wake of the Fed tightening. I’m calling this blog post “See and Wait” as I will be showing many charts and opine on some of the ramifications but we will have to wait to see how it unfolds in the real economy.
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Gary Carmell
I recently read about Tesla’s autopilot software update being able to look one and two cars ahead to determine if they are safe or at risk of an accident and, if so, this would then trigger the Tesla to slow down to avoid it.
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Gary Carmell
With over $6 trillion in global stock market losses in one week, it’s clear that investors have woken up to the real risk that the coronavirus is not contained, somewhat akin to the subprime crisis that Ben Bernanke famously said was and led to massive financial losses around the world.
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Gary Carmell
I’m admittedly obsessed by pandemics. I’ve been listening to the course on the Black Death via the Great Courses, I was in China at the tail end of SARS in 2003 and was intensely focused on what life was like during that time there, and of course,
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Gary Carmell
CWS has a sister company that focuses on corporate housing. They provide temporary housing for business people, interns, long-term, special projects for companies, etc. I am one of the advisory board members and it’s been such a treat to see how the company has grown and prospered over its 25 years in business.
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Gary Carmell
I want to start off by expressing my deepest condolences to the families of the nine victims of the devastating helicopter crash that took the lives of Kobe Bryant and his daughter Gianna.
I imagine that the death of Kobe will be one of those events in life that we will always remember where we were when we heard the news.
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Gary Carmell
Last week we completed seven of our eleven State of the Company meetings that Tracy Hayes, the president of our sister company CWS Corporate Housing, and I have been doing for 26 years. And while it’s a lot of travel in a relatively short period of time,
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Gary Carmell
I must confess that one of my guilty pleasures involves eavesdropping. I find people fascinating, particularly when it comes to learning about what motivates them, what they do, their opinions about issues, and their nuances that make them unique.
Leaders Lessons Learned Listening
I was recently having breakfast and sitting out on the patio next to a group of four younger guys,
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Gary Carmell
With the 2010s having come to an end and the roaring 20s starting I thought I would look back over the past decade to convey key trends that impacted the economy and apartment investors.
I would summarize it as a decade of continued aggressive Federal Reserve involvement in the economy through continued low-interest rates and expansion of its balance sheet.
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Gary Carmell 
2020 has started off with some geopolitical fireworks that have carried over to financial markets as the headline below attests.
This is another good example of why having a hedge with U.S. Treasuries (and maybe a little gold as well) can be helpful to provide a counterweight to risk assets that inevitably take a mild beating,
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