On Energy, Empire, and the Seductive Power of Coherent Stories
One of the most intoxicating human capacities is pattern recognition.
It is the engine of intelligence, the source of insight, and the reason we survive complexity at all. But it is also the birthplace of our most confident errors—especially when patterns begin to feel inevitable.
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Last week was quite busy, so for this post, I decided to turn to Copilot to help me produce the output. Over the past year, our acquisitions at CWS have been heavily concentrated on properties in the Houston area. Of course,
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The last few weeks have been brutal for software stocks. Words like carnage, panic, and even “SaaSpocalypse” have crept into investor vocabulary as shares of companies long viewed as durable compounders—Salesforce,
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“Freedom is just another word for nothin’ left to lose.”
– Kris Kristofferson “Me and Bobby McGee”
I hope you had a wonderful end of 2025 and start to 2026.
Like most people,
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Gary Carmell
Posted in A.I., Apartments, Economy, Interest Rates, News, Personal, Tennis, Travel
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If there’s one word that keeps returning to me this year, it’s “woah.” Not the “woe” of victimhood, but the woah of awe—the inhale that invites presence, humility, and gratitude. 2025 brought plenty of reasons to pause: service that nourished the soul,
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Rather than laboriously going through the Fed statement released after it cut rates by 25 basis points last week, along with Jay Powell’s key statements at his press conference, I thought I would turn to one of my A.I. assistants to produce an analysis of what was said and how investors reacted to last week’s move.
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It’s been awhile since I have had a blog post with a lot of charts and graphs. This is largely because my typical source for these, www.thedailyshot, had been off line for a long period of time.
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When I was in Abu Dhabi, I was on a panel for one of the breakout sessions focusing on global interest rates. And while there was a resource from Oxford Economics brought in to give a presentation, I couldn’t resist making my opinions and beliefs known since interest rates are one of my obsessions.
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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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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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