Blog Archives

I Won't Back Down - Powell and Yellen versus Wall Street

Jerome Powell Janet Yellen Wall Street

Well, I won’t back down

No, I won’t back down

You can stand me up at the gates of hell

But I won’t back down

No,

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Learning from 9/11 to Speculate on the Future of Offices

Office air quality

Before action is taken it first must manifest as a thought, however fleeting. And, if actions are part of a more strategic thought process seeking to produce longer-term results, then thoughts are almost always translated into speech and/or writing in order to communicate the thinking and desired outcomes to others who may be necessary or valuable to help bring the desired outcome(s) about.

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Many Pictures Tell a Story - The Fed

This week will be another one focused on charts and graphs that caught my attention. The emphasis will be on the story of the Fed remaining very dovish in spite of what appears to be some pockets of economic strength (e.g. housing, commodities, semiconductors),

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Platforms and an Income Streaming Sonnet

Bob Dylan Gary Carmell William Shakespeare sonnet

I was privy to a conversation between two females, one of whom is a senior in high school. She was lamenting the fact that her English teacher had given her class an assignment to write a sonnet. This caught my attention as, while I have expressed myself a few times over the years by writing haikus,

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Let's Get Real

COVID19 Vaccine Stimulus Jobs Numbers

The jobs report released on Friday was disappointing. 

Job growth has seriously slowed - economists react to 'disappointing' November employment report December 4, 2020

Disappointing Job Growth

Perhaps the report shouldn’t have been such a surprise on the downside based on this chart.

Meager Bounce for Job Hunting Searches in November 2020 Oct 1, 2019 - Feb 1, 2021

It would appear that job seekers are less confident about their prospects as they have significantly reduced their searches.

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A Grateful Journey (and Sadness for the Covid Generation)

With the Thanksgiving holiday last week, I thought it would be appropriate to focus this week’s blog post on something I am deeply grateful for. My source of gratitude was coincidentally triggered when listening to a podcast about the Grateful Dead. Definitely, the right band when thinking about gratitude.

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Deep Freeze Skepticism

vaccine Deep Freeze Skepticism

Last Monday’s announcement by Pfizer that its Covid-19 vaccine was more than 90% effective in preventing the illness sent an earthquake through financial markets, eliciting the worst day in history for momentum stocks. Momentum stocks have been the best performers and investors invest in them believing that strength creates more strength which will lead to outperformance.

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Post-Election Chart Frenzy

post election

First of all, kudos to the tremendous participation among Americans in the electoral process. This election galvanized Americans into participating in the democratic process. Love or hate Trump; there is no question that he is a catalyst for stirring emotions and action.

Preliminary Data Suggests Highest U.S. Election Turnout Since 1900

It was fascinating to see how markets reacted as information was released related to the election.

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Maximum Flexibility - Work from Anywhere

Maximum Flexiblity Work from Anywhere

The following chart shows that people are the most comfortable returning to work within a month or less as compared to other activities. The percentage is 65% so there is still a substantial minority who are still concerned about returning to their previous work environment. 

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Cheap Trillion Dollar Insurance

stimulus Cheap Trillion Dollar Insurance

I’ve been pleasantly surprised so far with regard to how well our rent collections have held up since the onset of COVID and the corresponding economic carnage. On average, we’ve been collecting across our portfolio about 98% of what we have billed.

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