Blog Archives

Stuck in the Middle with You in London

London

I recently visited London for meetings with insurers. This is the second year in a row I went for these meetings, and the third overall. In spite of the time and cost, I came away convinced that it was well worth it,

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Half Way There? Investing Legends and Longevity

Investing Legends

Labor Day is always a good time to reflect on people who love what they do. The recent passing of famed investor Julian Robertson at the age of 90 got me thinking about other legendary investors who also lived very long lives, including those still living.

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China Syndrome

China Syndrome

The evidence seems to be increasingly persuasive that economic growth is slowing materially. This is from the Economic Cycle Research Institute, which has a good track record of identifying turns in the business cycle. Its Weekly Leading Index is clearly showing a negative growth rate.

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Regime Change

Fed regime change

The Supreme Court’s decision to overturn Roe vs Wade understandably elicited a huge wave of outcry (pro and con). One of the most controversial aspects of the decision was the seeming disregard for Court precedent and how it was perceived by legal experts to have been tossed aside.

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Stocks Drop and Jobs Contract

Stocks Drop and Jobs Contract

One can see from the following charts from Sentimentrader.com that the last 100 trading days have been one of the worst periods in terms of stock returns in modern history. 

Stock History 12-31-1946 12-31-2001

And while the jury is still out as to whether we will have a recession over the next year,

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Recession Watch

Recession Watch

There’s no question now that the Federal Reserve is in full hawkish mode. The release last week of the minutes of the previous FOMC meeting left no doubt that they are on an aggressive path to squelch inflation through demand destruction and tightening financial conditions.

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What Is Happening Inside His Head...And Psyche?

Putin Hitler Peter Drucker

I often wonder what he is feeling

Has he ever heard a word I’ve said?

Look at him in the mirror dreaming

What is happening in his head?

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Let He Without Sin...

Banking soap box investing

I’m going to get on my soapbox for this post. I was talking to a friend who was picking my brain about banking relationships as he was thinking about switching banks for his business and he wanted to know about the one I use.

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Happy 90th Bill!

Bill Williams

I wanted to take this opportunity to dedicate this blog post to Bill Williams, one of the founders of CWS. He just turned 90 and I have had the pleasure, honor, and great privilege of knowing Bill since 1987 when I started working at CWS.

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Housing: What Inning Are We in?

Housing innings apartments interest rates

Investors are always asking the question what inning are we in when it comes to where we are in a particular cycle. It’s a pertinent question related to housing as it has had a tremendous run in terms of home price appreciation, equity build-up among homeowners, and tremendous profits for builders and investors.

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