Blog Archives

A Week in the Life of Schizophrenic Bond Investors

Schizophrenic Bond Investor

What a difference a week makes. Last week I wrote about how the Fed starting to unwind its balance sheet shouldn’t cause us much worry in terms of triggering a meaningful increase in interest rates. Of course, yields spiked higher over a few days to seemingly contradict my sanguine outlook.

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Living Up To The High Expectations of Dragon Parents

dragon parents

Michael Gershon was President George W. Bush’s speechwriter for the first 6.5 years of his administration. One of the most famous lines he wrote was “the soft bigotry of low expectations.” Some people thought that it was a bit harsh in that President Bush was saying that in some ways we’re putting more emphasis on compensating disadvantaged minorities by focusing on what obstacles they are up against rather than raising them up with higher expectations.

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How Could The New Tax Laws Impact Housing?

Tax Housing

I typically wouldn’t discuss Tax Reform until it has passed since it would usually be speculative, I am making an exception given that many of the parameters are known and because of its potential impact on housing. The basis of the plan was to cut the corporate tax rate first and then work around the constraints that Senate rules and supposed deficit hawks impose on the process.

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Love as the Basis for Customer Service and Marriage

Love Gary and Roneet Carmell

In this third and final post related to The Art of Loving by Erich Fromm, this week I will talk about the ways that Fromm says we can learn how to master the art of love and how it can be applied to serving one’s customers.

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How to Find the Road to Concentration

concentration

“A lot of other people are trying to be brilliant and we are just trying to stay rational. And it’s a big advantage.”

~ Charlie Munger

The Roadmap to Concentration

Continuing with some important takeaways from Erich Fromm’s The Art of Loving,

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Cultivating the Art Form of Loving

I recently completed a wonderful, classic book called The Art of Loving by Erich Fromm. It has great applicability to all relationships, not just your primary one with your spouse or significant other. I found there was also a lot to apply in terms of helping us at CWS to build upon our tremendous focus on communicating with and serving our investors.

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Insurance and Questionable Models Managing Risk

“I write because I don’t know what I think until I read what I say.”

― Flannery O’Connor

This blog post is pretty much just for me as insurance is not a very exciting topic but has great importance to all property owners,

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London Calling and Prague ress

Prague-Roneet-Gary Carmell

A significant percentage of CWS’ property insurance has been placed in London since 2010. After having CWS representatives visit London to meet our incumbent carriers and prospective ones over the past nine years, I thought it was time to join our head of Risk Management, CFO,

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Mind the Gap – Are We Our Own Worst Enemies?

mind the gap

International travel calls so this blog will be on the shorter side. It is fairly well known from research and the school of hard knocks that we are our own worst enemies when it comes to investing. Our emotions, particularly fear and greed, often lead us to buy towards the top and sell when it is closer to a bottom.

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Psychopaths Don’t Always Finish First

psychopathShakespeare said, “[a]ll the world’s a stage.” All of us are actors in the plays of our lives.

The best actors make us believe they are not acting by morphing into whatever role they play with the totality of their humanity. The worst ones are not very believable.

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