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Mastery Often Starts at Home - Proud Father

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In the melancholy song Black Peter, Jerry Garcia sings:

See here how everything

Lead up to this day

And it’s just like

Any other day

That’s ever been

This post is about a proud father acknowledging his daughter,

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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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The Power of Partnerships - When 1+1=3

Here 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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The Economy, Charlie Ellis and Lessons from Losing at Ping Pong

Ping Pong Economy
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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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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Power of Visualization: What Do You See?

Visualization

I recently read an article I enjoyed very much that touched on the importance of visualization in the context of  how to find the next million dollar idea. I highly recommend the entire commentary as it is extremely well thought out and quite holistic in its approach.

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Should You Focus Relentlessly On The Process Or Goals?

Process or GoalsPaul O’Neill, who ran Alcoa and quintupled profits during his 13-year tenure, famously focused on one keystone habit to transform the company. It’s worker safety. Analysts and investors couldn’t believe their ears when he was introduced as the new CEO when he said that would be the company’s most important focus.

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Winner Take Most - Can Firms Gain a Large Share of the Market?

Google Firms

Income inequality has many economic and societal impacts. When more wealth is concentrated in fewer hands, this can negatively impact aggregate demand as a large percentage of marginal dollars earned are saved versus spent. And since one person’s spending is another person’s income, a growing pool of savings will lower aggregate demand unless one or more sectors of the economy spend more than it earns as output will go unsold and have to be marked down for it to clear.

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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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Resistance is The Enemy of Creativity

Shortly after publishing my book I was in New York City and did a brief interview with Gregg Greenberg from TheStreet.com which was quite fun and then I had a meeting with investment legend Howard Marks which was such a treat. He was kind enough to write a testimonial for the book and made the time to let me thank him personally.

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