The Philosophical Investor's Blog

How Could The New Tax Laws Impact Housing?

Tax Housing

I typically wouldn’t discuss Tax Reform until it has passed since it would usually be speculative, I am making an exception given that many of the parameters are known and because of its potential impact on housing. The basis of the plan was to cut the corporate tax rate first and then work around the constraints that Senate rules and supposed deficit hawks impose on the process.

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Philosophical Investor - 2015 Questions We Will be Pondering

As 2015 opens, like many of you, there are numerous questions I am pondering.

2015 Questions I’m Pondering

Oil

  • How will lower oil prices impact apartment demand, particularly in Houston?
  • Will lower oil prices lead to more conflict in the Middle East engineered by Iran to retaliate against the Saudis and/or to create supply disruptions?

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IRS Scandal - 1951

IRS Scandal

The scandal surrounding the Internal Revenue Service and its seeming singling out of conservative, smaller government groups is understandably and deservedly getting a lot of media attention. It confirms everyone’s worst fears about government power used for political purposes to attack perceived enemies and sends a chill down the spines of those who believe in free speech and the right to exercise it.

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Love as the Basis for Customer Service and Marriage

Love Gary and Roneet Carmell

In this third and final post related to The Art of Loving by Erich Fromm, this week I will talk about the ways that Fromm says we can learn how to master the art of love and how it can be applied to serving one’s customers.

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10 Year Stock History Key To Current Monster Returns

Current Monster Returns

I am always interested in investments that perform very well for long periods of time. I periodically look back on stocks that were the best performing over ten year periods to see if there are any common characteristics of stock history that can help me make better investment decisions in the future.

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Haiku Living - Life & Investing Lessons from Limits Set By Haiku

Haiku Investing

I have had a fascination with the unique form of Japanese poetry known as haiku. I’m not quite sure why this is the case other than it just seems so unconventional, interesting, somewhat mysterious, and beautiful and strange at the same time. I think it might also have to do with the wonderful aspects of Japanese culture: Its attention to detail,

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Insurance and Questionable Models Managing Risk

“I write because I don’t know what I think until I read what I say.”

― Flannery O’Connor

This blog post is pretty much just for me as insurance is not a very exciting topic but has great importance to all property owners,

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London Calling and Prague ress

Prague-Roneet-Gary Carmell

A significant percentage of CWS’ property insurance has been placed in London since 2010. After having CWS representatives visit London to meet our incumbent carriers and prospective ones over the past nine years, I thought it was time to join our head of Risk Management, CFO,

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Mind the Gap - Are We Our Own Worst Enemies?

mind the gap

International travel calls so this blog will be on the shorter side. It is fairly well known from research and the school of hard knocks that we are our own worst enemies when it comes to investing. Our emotions, particularly fear and greed, often lead us to buy towards the top and sell when it is closer to a bottom.

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Psychopaths Don't Always Finish First

psychopathShakespeare said, “[a]ll the world’s a stage.” All of us are actors in the plays of our lives.

The best actors make us believe they are not acting by morphing into whatever role they play with the totality of their humanity. The worst ones are not very believable.

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