Blog Archives

Happy Birthday Roneet

The Roneet Carmell Memorial Endowment Fund

Last Friday was Roneet’s birthday. She would have been 55. I thought this would be an appropriate time to discuss ways I have tried to honor her.

As I’ve gotten older and have had more resources available in which to invest in other people and organizations,

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Mastery in Charleston

Charleston Gary Carmell Bob Weir

I have a myriad of reasons for writing my blog week in and week out. One of them is that it can serve as a quasi-diary of my life so that I have something I can turn to remember what was happening in my life and when.

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Inverting James Taylor: The Fan

Gary Roneet James Taylor

Every couple has its idiosyncrasies. One of those in my long relationship with Roneet was her insistence every night that we sleep with the portable standing floor fan on no matter how cold it was inside the house. I am pretty sensitive to being cold at night so when she would insist that the fan be on,

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Turn and Face the Strange(r) – My Hippie Uber Driver

Hippie Uber Driver

In David Bowie’s song Changes, the protagonist tells himself to “turn and face the strange”. Change is inevitable and in order to drive change or adapt to it, one has to go outside of the comfortable and familiar and take risks.

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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.

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Van Revisited with a Little Help(less) from Neil Young and Family

Van Morrison with his daughter Shana Morrison

With the exception of writing about interest rates. I do make a concerted effort to have content on my blog be fresh and try to avoid repetition. With that being said, however, there is only so much one can write about that is novel and insightful.

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One Mis-Step Away – Answers Come After the Question is Posed

Question

Answers can only come after a question has been posed. Thus, formulating great questions is the first, and most important, step to growing one’s base of knowledge. As I have written in my book, the two most important questions I need the answers to in terms of our investments at CWS are:

What is going to happen to our Net Operating Income?

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The Growth of Passive Investing – It Will Bogle the Mind

Jack Bogle

This will be a relatively short post honoring a long life that was highly impactful.

The following chart shows a demand curve that, without much argument, we can point to one man for the explosive increase. It represents the percentage of assets dedicated to passive investing via index funds and Exchange Traded Funds (ETFs).

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A Return to Charts – Focusing on Interest Rates and the Economy

charts

It’s been a while since I have focused on the economy and interest rates so I will return to one of my periodic chart-o-ramas to try to capture some of the dramatic changes taking place in various markets and how investors have gone from embracing risk to shying away from it,

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Handshakes to Hugs – Between a Laugh and a Tear

handshake to hugs

I was planning on writing about Apple’s announcement that they were making a huge investment in Austin, as well as the material, slow down taking place in China and how that is impacting global economic growth. But then, the combination of reflecting on a conversation I had with a friend/mentor/business advisor and a quote my daughter texted me led me to abort and return to the subject of healing,

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