Blog Archives

Stable Genius?

Stable Genius Donald Trump

I read a very interesting theory about Donald Trump‘s master strategy when it comes to the trade war with China. Trump believes that he can win a trade war, but he can’t do it alone. He sees that the Chinese are reacting with an aggressive fiscal and monetary stimulus to counter the negative impact of the trade war on their economy and believes the United States needs to do the same.

Read more ›



Fire My Metaphor for Earnings News: Catalytic Regeneration

Canyon Fire earnings news

There’s a regional park near my house that I like to hike. It has beautiful scenery, a lot of hills, and a number of people on the trails that conveys a feeling of community and self-care. Its topography and large size allow for many different trail options in terms of length,

Read more ›



Obsessed by Curves: Yield Curves that Is

yield curves

This is going to be a short blog post given my travel schedule last week. I have been talking for awhile now about the narrowing yield curve and the prospects for it inverting. The 10-year Treasury finally went lower than the 3-month Treasury bill which Federal Reserve researchers say is the best indicator for telegraphing a future recession.

Read more ›



Sorry Jack: Strong Economic Headwinds - Now What?

strong economic headwinds

Last week was one of those data weeks that corroborated the bond market’s view that the world is facing some strong economic headwinds. The news on the international front was particularly dismal with Chinese exports dropping by 20%, and German factory orders contracting as well.

Read more ›



Strangers Stopping Strangers: 7 Benefits of CEO's Having Hobbies

“Strangers stopping strangers

Just to shake their hands”

-Jerry Garcia & Robert Hunter

I recently went to listen to a Grateful Dead cover band at a local bar/restaurant. I was immediately impressed by how good they were and the joyous atmosphere they helped create.

Read more ›



In Sickness and Health

sick

It was a year ago that Roneet and I, along with her parents went on a trip of a lifetime. We took a five-week cruise that stopped in 11 countries in Africa and Asia. I am so glad that we took that trip as we were able to spend such a glorious time together and I ended up with such beautiful memories and hundreds of pictures to remind me of our special time.

Read more ›



Mastery Often Starts at Home - Proud Father

Embed from Getty Images

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,

Read more ›



Van Revisited with a Little Help(less) from Neil Young and Family

Van Morrison with his daughter Shana Morrison

With the exception of writing about interest rates. I do make a concerted effort to have content on my blog be fresh and try to avoid repetition. With that being said, however, there is only so much one can write about that is novel and insightful.

Read more ›



One Mis-Step Away - Answers Come After the Question is Posed

Question

Answers can only come after a question has been posed. Thus, formulating great questions is the first, and most important, step to growing one’s base of knowledge. As I have written in my book, the two most important questions I need the answers to in terms of our investments at CWS are:

What is going to happen to our Net Operating Income?

Read more ›



The Growth of Passive Investing - It Will Bogle the Mind

Jack Bogle

This will be a relatively short post honoring a long life that was highly impactful.

The following chart shows a demand curve that, without much argument, we can point to one man for the explosive increase. It represents the percentage of assets dedicated to passive investing via index funds and Exchange Traded Funds (ETFs).

Read more ›



Categories

Free Insights