Blog Archives

Roneet Carmell Center for Jewish Life

Roneet-Carmell-Center-for-Jewish-Life B

This post is designed to share with you the rationale as to why I have taken the lead to fund the purchase of the land and construction of a synagogue and community center in Tustin, California that will be called the Roneet Carmell Center for Jewish Life.

Read more ›



Got Gold?

gold

With the Chinese weakening their currency, the pound under pressure due to Brexit, and the Euro depreciating due to poor economic fundamentals and demographic trends, it seems like we’re in a phase of monetary policy in which currencies are factoring in much more significantly when it comes to interest rate policy.

Read more ›



From Anger To Well Being - Harnessing Hurt

Anger Tennis

Awhile back I wrote about the book called The Surprising Purpose of Anger: Beyond Anger Management: Finding the Gift. I went back and reviewed the book again because I’ve been playing tennis recently and quite frankly I have felt personal disappointment because I have been unnecessarily hard on myself and angry when I make unforced errors to the point where my behavior can be unbecoming.

Read more ›



Looking Back At My 32 Years With CWS And Planning For The Future

Gary Carmell 32 Years with CWS looking forward

July 20th was my 32nd anniversary at CWS. After college, I moved down to Orange County to be with Roneet to start our lives together. She had recently begun her career at Nordstrom that would be the start of a meteoric rise to upper management over her 10 years there.

Read more ›



Much Ado About LIBOR

Last week my daughter and I went to see the Improvised Shakespeare Company in Los Angeles. Wow, what a mind-blowing experience that was. It was extraordinary to see the four actors take an idea thrown out to them by the audience and turn it into a 90 minute Shakespeare play.

Read more ›



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 ›



Categories

Free Insights