This is what I wrote in my blog of May 7, 2018:
So up until this point having bet on floating rate has been a winning bet. The question now is whether it will be going forward. Before answering that,
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Blog Archives
The Positives of Being Negative
Ok, let’s get this out of the way first since this blog has a subliminal purpose of being a diary for major economic and financial milestones so this is one I can’t ignore.
Now to the subject at hand.
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I Have Nothing To Add
Charlie Munger can be extremely loquacious as he is one who loves to pontificate and definitely has something to say. He also knows when to stay quiet. When he and Warren Buffett hold court at Berkshire Hathaway’s annual meeting and a question is asked of Buffett and after answering it he turns to Charlie and asks him if he has anything to add.
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Follow the Herd: Why COVID19 End Game Needs Herd Immunity
I’m not one to typically advocate following the herd but in the case of the coronavirus, I am having a hard time seeing an end game that doesn’t have herd immunity as the ultimate goal. And this could take a long time and lead to a lengthier economic contraction (to put it mildly) and even more massive federal intervention through government spending and Federal Reserve support of financial markets.
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Dividends - Do They Really Matter?
by 
Gary Carmell
Posted in Economy, Interest Rates, Investing, News, Stock History, Uncategorized
No Comments ↓
Gary Carmell
Posted in Economy, Interest Rates, Investing, News, Stock History, Uncategorized
No Comments ↓
Most real estate investors deploy their capital in this asset class because of the income it can generate. This is very much the case for those investing with CWS. Since 1991 CWS has sold 79 properties**. Approximately half the return has come from dividends and the other half from appreciation*.
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This Ain't No Party. This Ain't No Disco. This Ain't No Fooling Around
by Gary Carmell
Posted in Economy, Interest Rates, Investing, News, People, Stock Market
1 Comment ↓
Gary Carmell
Posted in Economy, Interest Rates, Investing, News, People, Stock Market
1 Comment ↓
The title of this blog is from the Talking Heads song Life During Wartime. Maybe I should have called it Life During Quarantine instead but we are definitely on a wartime footing. If you don’t think so then maybe these charts might help convince you as financial markets are the most real-time indicator of investor sentiment and discounting the future to ascertain how investors react to key events.
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Seeing Victoria Falls while the World Is Going Over the Financial Falls
My international travels were scheduled to come to an end yesterday. I’m writing this prior to my arrival and assuming that there will be no delays in my return. It was a packed adventure that ended in Israel after visiting Dubai, Abu Dhabi, and Zambia via Lusaka,
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Renter Nation Depicted
We’ve talked a lot about the advent of the Renter Nation at CWS for a number of years. When the housing bubble was in full force we used to say that people were renters but they didn’t know it because they had no equity in their homes due to the very aggressive financing that was available at the time.
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In Zambia Honoring Roneet With an Agricultural Training Center
Overnight, The Saudis decided to ignite a price war which was the catalyst for oil prices crashing, stock futures imploding, and bond yields going through the floor, as reported by Bloomberg, Sunday, March 8, 2020. This was on top of last weeks dramatic drop in interest rates as exemplified by the 10-year Treasury yield dropping below 0.5% for the first time and 30-day Libor collapsing to below 1%,
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Scars & Unhealthy Risk Avoidance of Skyrocketing Interest Rates
by Gary Carmell
Posted in Advice, Economy, Interest Rates, Investing, Trends, Uncategorized, Wealth
1 Comment ↓
Gary Carmell
Posted in Advice, Economy, Interest Rates, Investing, Trends, Uncategorized, Wealth
1 Comment ↓
“The spectacular rise in interest rates during the 1970’s and early 1980’s pushed many long-term market rates on prime credits up to levels never before approached, much less reached, in modern history. A long view, provided by this history, shows that recent peak yields were far above the highest prime long-term rates reported in the United States since 1800,
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