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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Blog Archives
Let He Without Sin...
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!
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?
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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Reflections on The Importance of Habits from A Booster and Blow to the Head
by 
Gary Carmell
Posted in Advice, COVID 19, Investing, People, Personal, Psychology, Uncategorized
1 Comment ↓
Gary Carmell
Posted in Advice, COVID 19, Investing, People, Personal, Psychology, Uncategorized
1 Comment ↓
The more I go through life, the more convinced I am of how so much of what we do and who we are are a compilation of our habits. Of course, habits can be beneficial or harmful. It goes without saying that we should strive to build up and sustain the good ones and avoid or eliminate the counterproductive ones.
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Focus on the Task at Hand - Big, Audacious Goals
Some people are big proponents of setting big, audacious goals. Dream big because if you don’t then you will just get the same old ordinary results as everyone else. The reality is, however, that most people are just like everyone else. And there is nothing wrong with that.
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Cats in London (Not the Play)
by Gary Carmell
Posted in Apartments, COVID 19, Economy, Investing, Personal, Travel, Uncategorized
No Comments ↓
Gary Carmell
Posted in Apartments, COVID 19, Economy, Investing, Personal, Travel, Uncategorized
No Comments ↓
I was in London last week for my first international trip since March 2020. It was nice to be overseas again. Given time constraints I will target sharing more of a pictorial journey of my trip after I get back. I like keeping a travel log via this blog as it can serve as a diary of my excursions around the world and gives me a place I can return to if I want to revisit some of those trips.
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Timeless Investment Wisdom
I recently finished reading The Razor’s Edge by W. Somerset Maugham and I enjoyed it quite a bit. It definitely has a strong spiritual undertone set in an era when this was sorely lacking (the 1920s and 1930s, although the hard times of that period brought spirituality more to the forefront).
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Afghan Realities and Applications to Planning
One of the reasons I am such a big fan of Charlie Munger is that he is ruthlessly realistic. He and Warren Buffett believe that the key to Berkshire Hathaway’s incredible success is that they are built for rationality.
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Back to the Future
At the depths of the Great Recession in 2008 and 2009, it was nearly impossible to determine what the right valuation metric was to value apartment investments. Fear was pervasive, people didn’t know if Net Operating Incomes (NOIs) were going to fall off a cliff, lenders were very conservative,
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