The Philosophical Investor's Blog

GCC in the GCC

GCC in the GCC

My middle name starts with a C, which makes my initials GCC. It just so happens that last week I was in a GCC (Gulf Cooperation Council) country. I was in Abu Dhabi and Dubai for a conference hosted by a global real estate organization I joined this year.

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Building Your Productive Capacity

Building Your Productive Capacity

Over the years I have periodically written about approaching some of the choices I make in life and habits I have cultivated, or would like to do so, with the goal of growing my productive capacity. This is particularly the case when it comes to exercising and learning.

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National Day of Caring: Service as Soul Care

National Day of Caring October 23, 2025

Last week, I had the privilege of participating in our National Day of Caring alongside a wonderful group of Newport Beach associates at a local Orange County food bank. Together, we filled 400 boxes of food—well over 1,200 pounds—destined for needy families.

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The Cockroach Theory Is Now Live


Powell’s Pivot and Market Tightening: Cockroaches Emerging in Credit Markets

The financial markets are flashing warning signs that deserve attention. Federal Reserve Chair Jay Powell’s recent shift in focus, combined with tightening money markets and emerging credit problems, suggests we may be entering a more challenging environment for credit quality.

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My A.I. Therapist

AI Therapist

Last week was pretty busy and included two days of travel. This required me to tap into some content I had prepared over the summer to meet my weekly blog commitment. I mentioned during the summer that I had an incident happen that was pretty impactful such that I was contemplating sharing about it if I got the nerve to do so and the timing was right.

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Who Are You?

The Who

There were a few impactful events that happened last week. It was the holiest day of the year for Jews, which is Yom Kippur. It’s a day we’re supposed to atone for our sins, fast, and attend services. It’s always a powerful experience to be in community,

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Get a Grip

Get a Grip

I can’t always pinpoint what triggers an interest in something but if it’s related to health and makes a lot of sense then there’s a decent chance I will apply it somehow, someway in my routine. Cold showers, smoothies, blue zones,

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Don’t Look Back in Anger — Jerome Powell

Jay Powell September FOMC Rate Cut

🎸 Don’t Look Back in Anger — Jerome Powell’s Pivot Ballad

Subtitle: A Fed Chair’s Lament in the Key of Regret

Intro: Leadership flows best when it’s adaptive,

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Brothers in Arms

Oasis Noel and Liam

I had the great fortune to see Oasis at the Rose Bowl with Heather. What an incredible show and communal experience. 

Oasis Hollywood Bowl September 2025

Source: https://x.com/TaylorMod/status/1965516938727358469

From the moment I saw Liam Gallagher’s following post on X in August 2024 I could not wait to see one of the reunion shows.

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Stand by Me: The Fed Will Cut Three Times

Stand by Me: The Fed Will Cut Three Times

The two big events last week were the release of the non-farm payroll report and Heather and I attending the Oasis concert at the Rose Bowl. I will target discussing the latter next week while focusing on the former for this week’s blog.

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