I’m on a bit of a slippery slope here. I take pride in producing a weekly blog almost without fail for the past 12 years. There are times when I am scratching my head for ideas or not feeling super inspired to write.
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The Philosophical Investor's Blog
Buckle Up
by 
Gary Carmell
Gary Carmell
I can’t believe I’m saying this but I kind of miss the days when interest rate concerns were at the forefront of investor concerns, including mine.
Now it’s been replaced by trade and tariff fears.
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Notes from Abu Dhabi...And One from Oman
by Gary Carmell
Gary Carmell
Last week I was in Abu Dhabi for a one-day conference, and then Heather and I went to Oman for a few days. There were approximately 150 people at the conference, with a strong representation from the Abu Dhabi sovereign wealth and pension funds.
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Method Behind the Madness?
by Gary Carmell
Gary Carmell
The bond market detests Donald Trump’s approach to tariffs.
Equally importantly, it appears that much of the American public does as well. This chart should scare Donald Trump as independent voters are now very concerned about inflation spiking in the near future.
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Gradually and Suddenly...Real Time
by Gary Carmell
Gary Carmell
I have written a lot over the years about how global events and markets often follow the path of how one of Hemingway’s characters said he went bankrupt.
“How did you go bankrupt?”
Two ways.
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The Mastery of Mike Campbell
by Gary Carmell
Gary Carmell
I am fascinated by mastery and people who have honed their craft to become masters. I have read a number of books and articles on the subject. I have personally tried to approach my career at CWS and my interests in life from the perspective of a mastery mindset.
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Tariff Canaries in the Coal Mine
by Gary Carmell
Gary Carmell
This week is my first anniversary with Heather. It’s been quite a year of growth, challenges, wonderful experiences, and a lot of laughs. I’m looking forward to many more years of navigating a beautiful journey together. It’s not easy to find one amazing partner in life,
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Indian Wells and the Road to Joy
by Gary Carmell
Gary Carmell
Last week Heather and I made our annual pilgrimage to the BNP Paribas Open at Indian Wells near Palm Springs. We also have the great pleasure of being members there as well so we truly understand why it’s known as Tennis Paradise.
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A 21st Century German Blitzkrieg
by Gary Carmell
Gary Carmell
In a recent blog post I wrote about Trump moving (abandoning?) away from Ukraine as Europe’s Sputnik moment. Germany and France, the two biggest economies in Europe, no longer believe that the United States can be counted on to defend Europe so it’s now imperative they take far more control of their own destiny and not put Europe’s fate in the hands of the United States.
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Confusion and the Need for Second-Level Thinking
by Gary Carmell
Gary Carmell
Note: I was so absorbed in writing this blog while waiting for my connecting flight home at the Phoenix airport that I only realized after it was too late that I was at the wrong gate and that my flight was changed to a different gate in another terminal.
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