Blog Archives

From Interest Rates to Insights – Feel to Heal

Interest Rates 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.

10-year-treasury-Constant-Maturity-Rate Interest Rates

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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Indispensability and Lessons from Liam Neeson

indispensable Liam Neeson

And all the roads we have to walk are winding

And all the lights that lead us there are blinding

-Oasis “Wonderwall”

I am periodically asked to give career advice and it is something that honestly I’m not so comfortable doing.

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Built To Last – Finite vs. Infinite Games

Finite and Infinite Games

I had the pleasure of seeing Crazy Rich Asians last week. It was quite enjoyable and I very much recommend it. There is a scene in the movie that represents the clash of values between generations and cultures (Chinese and Chinese American) in which the matriarch criticizes her son’s Chinese American girlfriend for being fixated on the American obsession of happiness and wanting to be happy.

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What’s the Frequency, Kenneth?

personality

In 1986 Dan Rather was attacked on the streets of New York City by an assailant who kept asking “Kenneth, What’s the frequency?” And if Dan Rather hoped to forget about the incident this became impossible as R.E.M. memorialized it with their huge hit in 1994 of a slightly different title called What’s the Frequency,

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The Days Between – The Wisdom of Jerry Garcia

Jerry Garcia

Jerry Garcia was born on August 1st, 1942 and died on August 9th, 1995. The eight days between his birthday and the day of his death are known as the “Days Between”. It also happens to be the name of a very poignant Grateful Dead song,

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How to Unify Countries – The Power of Sports

Unify Gary with Tribal Leader

With the World Cup having been completed this past weekend I thought I would tap into some interesting research about soccer and its ability to unify countries that are typically very tribal and fractious. I saw some of this firsthand during my recent trip to Africa where it was pretty evident that tribalism is very much alive and well.

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The Omniscient Yield Curve: My Belief in Variable Rate Loans

Omniscient Yield Curve

The future is clearly unknowable other than the certainty of our demise. All we can do is to utilize our knowledge and experience to assess when we think the odds are in our favor or against us and take action accordingly. Everything comes down to risk and reward,

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Singapore: It Wasn’t Easy Becoming Green

Singapore Going Green

Warren Buffett has said that people should read 500 pages a day if they want to compound knowledge at a very high rate. Along the same lines, Bill Gates reads at least one book a week to help satisfy his immense curiosity.

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Courage & Choosing Life – The Legacy of Nelson Mandela

South African Selfie

“It did not really matter what we expected from life, but rather what life expected from us. We need to stop asking about the meaning of life, and instead to think of ourselves as those, who were being questioned by life-daily and hourly. Our answer must consist,

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The Ever Growing Importance of Ideas

ideas

As property values have escalated greatly in major cities, particularly with a tech orientation, I ask myself if secondary markets make more sense as the cost of living is cheaper and yields are initially higher. The tradeoff historically has been far less growth potential and lower appreciation.

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