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Now it’s been replaced by trade and tariff fears.
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Blog Archives
Notes from Abu Dhabi...And One from Oman
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
Posted in COVID 19, Economy, Interest Rates, Stock History, Stock Market
1 Comment ↓
Gary Carmell
Posted in COVID 19, Economy, Interest Rates, Stock History, Stock Market
1 Comment ↓
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
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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Tariff Canaries in the Coal Mine
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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A 21st Century German Blitzkrieg
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
Posted in Economy, Interest Rates, Investing, News, Real Estate, Stock History, Stock Market, Uncategorized, Wealth
No Comments ↓
Gary Carmell
Posted in Economy, Interest Rates, Investing, News, Real Estate, Stock History, Stock Market, Uncategorized, Wealth
No Comments ↓
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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Way Too Hot
Last week was so devastating for those who lost their homes in the LA fires. This satellite image and analysis done by Microsoft of an area of Pacific Palisades shows over 2,000 buildings that were damaged or destroyed, with the vast majority being residential.
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Data (co)-Dependence
Last week was a very bad week for the bond market, with some reprieve on Friday after a better-than-expected inflation report. This is a 5-day chart for the 10-year Treasury. Yields shot up by 0.20% after the Fed cut rates on the 18th and in the aftermath of Jay Powell’s press conference.
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Chris Robinson and Great CEOS - Inertia Destroyers
Last week was definitely one that made me want to travel less and less. I had meetings in New York City on Thursday so I needed to be there by Wednesday night and then head back home to Orange County on Thursday evening. United has a non-stop from John Wayne to Newark which is really convenient.
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