Blog Archives

A Race Against the Variant(s)

COVID Variants

When it comes to tracking Covid trends there are a few indicators to which I pay close attention. The first is hospitalizations as this is the variable that Governors are most closely watching (as well as ICU capacity) when it comes to implementing restrictions on businesses and personal behavior.

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The Art of Being Driven to Action

Action

I’ve been focused on my book the last few weeks so I thought I would focus on some other authors and convey some of the wisdom I’ve discovered from them.

One of the reasons I enjoy my Kindle so much is that it tracks all of my highlights and notes which makes it very easy to go back and review them.

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Men, Women, and the Value of Doing Nothing

woman vs. men

Let us put men and women together

See which one is smarter

Some say men, but I say no

The women got the men like a puppet show

It ain’t me –

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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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Got Gold?

gold

With the Chinese weakening their currency, the pound under pressure due to Brexit, and the Euro depreciating due to poor economic fundamentals and demographic trends, it seems like we’re in a phase of monetary policy in which currencies are factoring in much more significantly when it comes to interest rate policy.

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A Need for Speed in 2023

speed reading

With 2022 coming to an end and 2023 now upon us, I thought I would reflect on a great tool that I have been using that leaves me feeling that I am going into 2023 with some momentum. I also had a couple of insights that I applied toward the end of the year that I will target to discuss in next week’s blog. 

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From Housing to Labor and Back Again

From Housing to Labor and Back Again

I think this chart is what keeps Jay Powell up at night. If he were convinced beyond a reasonable doubt that we were still in the same low inflation regime that had been present for decades prior to Covid,

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Riding a False Premise: The Hard Rain Scenario

Never did that before

I saw ten thousand talkers whose tongues were all broken

I saw guns and sharp swords in the hands of young children

And it’s a hard, and it’s a hard,

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The Power of Concentration What You Need to Know

Power of Concentration Warren Buffett
Warren Buffett’s 2014 Letter to Investors – The Power of Concentration

Warren Buffett’s Berkshire Hathaway’s stock price exceeded $200,000 per share for the first time in August 2014. The company was the world’s fifth most highly valued corporation in 2014 and dropped in 2022 to 6th place. The stock was propelled higher by record earnings (August 1,

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I Hope I Live So I Never Get Old

The Who Roger Daltrey and Pete Townshend B

A few weeks ago, I saw The Who in concert in Orange County. On a whim, I decided to see if tickets were available two days before the show, and sure enough, I could find some reasonably priced. It was the third time I had seen the band.

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