Blog Archives

Financier vs. Feminist – A Generational and Gender Point/Counterpoint on the Google Engineer’s Manifesto

Ariella-Gary-Carmell-Google-Engineer

Let us put men and women together, see which one is smarter,

Some say men, but I say no, women got the men like a puppet show.

It ain’t me it’s the people that say,

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Posted in Economy, Housing, News, Trends, Wealth


The Case Against The Phillips Curve

Phillips Curve

The unemployment rate is the most important indicator for people who are believers in the Phillips Curve. Phillips Curvers believe that there is a trade-off between unemployment and inflation. The less slack in the labor markets (lower unemployment rate) the more inflation there will be as labor can bargain for higher wages and this,

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Posted in Advice, Economy, Interest Rates, Investing, News, Stock History, Uncategorized, Wealth


My First 30 Years With CWS

Gary Carmell, Jim Clayton, Steve Sherwood - CWS

I was the honored recipient of a dinner that took place for my 30th anniversary at CWS last week. The dinner was organized by my wife with some help from CWS. I usually don’t read a prepared speech when I have something to say in public but in this case,

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Posted in News, Personal


Anger – A Great Source of Insight

Anger

As investors (and human beings) it’s almost always best to keep our cool and not let others or ourselves get the best of us. When we lose our center and become consumed by emotion set off by powerful triggers, mistakes happen and we often come to regret our actions and the consequences they unleash.

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Posted in News, Psychology, Wealth


Lessons in Leadership and Civility from Lincoln

Lincoln

I was flipping through the television channels last week and I came across Ken Burns’s last episode of his Civil War documentary. It is such a highly regarded series and one in which I hope to see from beginning to end some day. I have always been fascinated by the Civil War and,

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Posted in Advice, News, Psychology


The Wisdom of Chief Justice John Roberts, Jr.

Chief Justice John Roberts

Charlie Munger is a big proponent of solving problems and optimizing through inversion. For example, if you want to live a happy, productive, and successful life it is probably more valuable to study those people who you think have been unhappy, unproductive, and unsuccessful.

It is just as important to know what not to do and avoid those actions and decisions as it is to know what to do.

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Posted in News, People, Wealth


Apple – Ain’t That America

Apple Steve Jobs

“A lot of companies have chosen to downsize, and maybe that was the right thing for them. We chose a different path. Our belief was that if we kept putting great products in front of customers, they would continue to open their wallets.”

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Posted in Advice, Investing, Manufacturing, News, Trends, Wealth


Lessons from Steve Schwarzman – Chairman and CEO of Blackstone

Steve Schwarzman

Steve Schwarzman is the co-founder and Chairman and CEO of Blackstone, which is the largest alternative asset management firm in the world. Schwarzman has built a financial colossus and extraordinarily successful asset management firm that is by far the global leader in alternative investments.

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Posted in Advice, Investing, News, Trends, Uncategorized, Wealth


What Is Your Story? Creating A Story Where You Are The Hero

Marc Andreessen said something in an interview that I have thought a lot about over the years. I have been a big fan of Joseph Campbell who was an expert on myths and deconstructing the hero’s journey into its most important components and structure.

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Posted in Advice, Investing, News, People, Trends, Wealth


Has The Performance Of The S&P 500 Always Been So Top Heavy?

S&P 500 Top Heavy

Technology stocks, particularly large capitalization ones, have been on a tear as the following chart shows.

S&P 500 Technology

Since there is overlap between the two indices, I was curious to know how the largest technology companies have impacted the overall S&P 500 return.

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Posted in Investing, News, Stock History, Trends, Uncategorized, Wealth


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