Gary Carmell
Answers can only come after a question has been posed. Thus, formulating great questions is the first, and most important, step to growing one’s base of knowledge. As I have written in my book, the two most important questions I need the answers to in terms of our investments at CWS are:
What is going to happen to our Net Operating Income?…
Gary Carmell
This will be a relatively short post honoring a long life that was highly impactful.
The following chart shows a demand curve that, without much argument, we can point to one man for the explosive increase. It represents the percentage of assets dedicated to passive investing via index funds and Exchange Traded Funds (ETFs).
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Gary Carmell
One of the things that Roneet and I had in common was the fact that neither of us grew up with any pets other than the occasional fish. We would sometimes commiserate how they would jump out of the bowl and feel badly about it and how we both felt the sad shock of seeing them on the ground lifeless.
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Gary Carmell
It’s been a while since I have focused on the economy and interest rates so I will return to one of my periodic chart-o-ramas to try to capture some of the dramatic changes taking place in various markets and how investors have gone from embracing risk to shying away from it,
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Gary Carmell
I was planning on writing about Apple’s announcement that they were making a huge investment in Austin, as well as the material, slow down taking place in China and how that is impacting global economic growth. But then, the combination of reflecting on a conversation I had with a friend/mentor/business advisor and a quote my daughter texted me led me to abort and return to the subject of healing,
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Gary Carmell
The fact that I’m not going to spend much time on this chart must mean that I still feel the need to release things deep within my subconscious with regard to the loss of Roneet.
While rates were rising I wrote a few times that I was perplexed that they were doing so given the headwinds of tariffs and increasing tension with China,
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Gary Carmell
My intention was to make a clean break this week and the transition from mourning the loss of my wife Roneet to discussing more economic and business-related issues. But honestly, I found that I’m not mentally and emotionally in that place right now. As a result,
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Gary Carmell
First of all, I would like to thank everyone that has expressed their condolences, sadness, thoughts, and feelings about the loss of my beautiful wife Roneet. The outpouring of support and emotion has been extraordinary and so gratifying and, at the same time, quite understandable because of what a very unique and special person she was.
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Gary CarmellHere is another one of my periodic videos that I made to convey some of the key points of my book. This one conveys the power of partnerships. Enjoy!
[Video Transcription ] In my book, The Philosophical Investor Transforming Wisdom into Wealth,
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Gary Carmell
In May of 2015, when Jacob was scheduled to move out, I wrote this blog. His moving out was good for the economy as it results in one more household formation which, fortunately, has been growing quite nicely.
[2015] On the other hand, I will miss him although he won’t be moving too far away.
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