CWS Capital Partners is a real estate investment management firm that was founded in 1969. We own operate, manage and develop in excess of 20,000 apartment units throughout the country primarily in the Sunbelt, with a value, at the time of this writing , in excess of $7 billion dollars.
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Charles H. Brandes is the founder and chairman of Brandes Investment Partners, L.P. and a true pioneer in international investing. He is also a strong adherent to the principles of value investing. One of the benefits of being a CFA is that I get access to publications from the CFA Institute and every so often there are some gems that I come across.
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When I wrote my book, the target audience was deep pockets and deep thinkers. My choice of blog subject tends to oscillate between the two. This week caters more to the latter than the former.
The Gift of You
When one has gained clarity about what gifts one can offer the world and then designs one’s life to utilize them in ways that benefit others,
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Last week I had my annual cardiologist appointment which involves having an echocardiogram and EEG. I have been doing this for a number of years because I had mitral valve prolapse and a corresponding leaky valve which required annual monitoring. For many years the situation was stable until 2020 when the valve started leaking much more than it had been and was starting to enlarge the heart.
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The Grateful Dead have a song called The Eleven. In many ways the lyrics are unintelligible. It was written during their psychedelic phase so the lack of comprehension makes some sense as their senses were non-sensical.
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I’ve been wrestling with the theory that we have had a regime change from the credit dislocation cycles that have led to emergency-type measures from the Fed via balance sheet expansion and near 0% interest rates to one that has inflation as much more of a central concern due to powerful fiscal expansionary tendencies and other factors such as onshoring of manufacturing,
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Just when the market prices in four cuts for 2024, either the Fed comes out to talk the market down or data is released to suggest investors are being too aggressive in pricing in the number of Fed cuts.
We are now back to the point where the market and Fed are once again aligned on the number of cuts in 2024.
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Since this is the week my book (March 2015) officially comes out in bookstores, I would be remiss not to acknowledge it. Writing a book has been on my bucket list for a while so I’m excited and proud to have completed such a monumental goal.
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Last week, the GDP report for the 4th quarter was released as well as the Fed’s favorite inflation index, the Personal Consumption Expenditures price index (PCE). The Fed should be very pleased with what the reports revealed and how it has defied the overwhelming consensus that a hard landing was necessary to break the back of inflation.
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The world lost an intellectual and investing giant with the passing of Charlie Munger. He was due to turn 100 on January 1st. He passed away rather quietly and surprisingly for someone with such a large personality and admittedly big mouth.
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