Blog Archives

Finding the Bottlenecks and Pain Points

removing bottlenecks

CWS has a sister company that focuses on corporate housing. They provide temporary housing for business people, interns, long-term, special projects for companies, etc. I am one of the advisory board members and it’s been such a treat to see how the company has grown and prospered over its 25 years in business.

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The Power of Mindset

CWS State of the Company Mindset

Last week we completed seven of our eleven State of the Company meetings that Tracy Hayes, the president of our sister company CWS Corporate Housing, and I have been doing for 26 years. And while it’s a lot of travel in a relatively short period of time,

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The Last Decade in Charts - Here Come the Roaring 20's

Charts

With the 2010s having come to an end and the roaring 20s starting I thought I would look back over the past decade to convey key trends that impacted the economy and apartment investors.

I would summarize it as a decade of continued aggressive Federal Reserve involvement in the economy through continued low-interest rates and expansion of its balance sheet.

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Charlie Munger, Robert Hunter, and Worldly Wisdom

Charlie Munger, Robert Hunter Worldly Wisdom

“What is elementary, worldly wisdom? Well, the first rule is that you can’t really know anything if you just remember isolated facts and try and bang ‘em back. If the facts don’t hang together on a latticework of theory, you don’t have them in a usable form.”

— Charlie Munger

For me,

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Mind Your Legacy and a Pet Peeve

Mark Hurd Legacy

I was going to write about some interesting charts that caught my attention such as this one.

Average of five key Philly Fed subindexes

And while this divergence definitely caught my eye and makes me wonder if the recent rise in yields (nearly 0.25% over the last couple of weeks on the 10-Year Treasury) is foreshadowing economic improvement like this chart seems to suggest,

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A Memorable Cab Driver and Eavesdropping in Austin

cab driver Austin

I was in Austin a couple of weeks ago and had a very interesting cab driver who looked like one of the wild and crazy guys from the classic Saturday Night Live skits played by Dan Ackroyd and Steve Martin as the two brothers from Czechoslovakia.

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Economic Gain, Treasury Pain

Treasury Yield

It’s been a brutal couple of weeks for Treasuries as the following headline from Bloomberg attests to on September 13th.

Bloomberg Treasury Dive

10-year yields bottomed on a closing basis on September 3rd at 1.47% and have shot back up to 1.90% as of September 13th.

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Sickness, Grit, Reliability, and Variable Rate Loans

mental toughness

Roneet used to say that you have to be healthy in order to be sick. She was spot on. I, fortunately, don’t get sick very much but last week was one in which I was fighting my annual cold. It usually lasts five to seven days and then I’m back to good health.

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Ghosts of Inverted Yield Curve Past

Yield Curve inverted

And all the roads we have to walk are winding

And all the lights that lead us there are blinding

-Wonderwall by Noel Gallagher (for Oasis)

I saw a double bill of Noel Gallagher (formerly of Oasis) and Smashing Pumpkins last week.

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Find a Game and Get in the Game

Failure to Launch or Find Yourself

I was talking to my daughter about a few college graduates that seem to me as if they fall into the category of “failure to launch”. Well, maybe they have launched but they have not reached escape velocity to reach an orbit of independence (and I don’t just mean financially) and growth.

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