I recently visited London for meetings with insurers. This is the second year in a row I went for these meetings, and the third overall. In spite of the time and cost, I came away convinced that it was well worth it,
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Blog Archives
All Roads Lead to the Fed
I was traveling internationally last week for some meetings in London as well as a side visit to Paris prior to Chunneling it to London. While I was hoping to discuss Paris this week, given limited time and the market’s reaction to last week’s CPI report,
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Apartment Owners Benefit the Most In Economic Recovery
Apartment Owners and the Benefits of an Economic Recovery
As apartment owners we are obviously very interested in the affordability and appeal of home ownership as it can compete directly with apartment demand. I recently came across a couple of interesting pieces of research from the Federal Reserve. While others might be enjoying Game of Thrones or other cutting edge television and entertainment I somehow find myself looking for cutting edge research related to housing,
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Strategic Planning-Questions Everyone Wants the Answers To
Strategic Planning – Asking the Important Questions
Since CWS was founded in 1969 the company has been far ahead of the curve by embarking upon strategic planning meetings once a year. The purpose of these meetings is to review what we did well, where we fell short and how we can learn from our mistakes and disappointments,
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Biden vs MBS
President Biden was caught on a hot mic when visiting Florida telling the mayor of Fort Myers that “No one Fs with a Biden.” As the tweet above shows, however, it appears that OPEC+ is doing just that. The question is, what will Biden do about it?
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Miss Truss(t)'s Hail Mary
The value of a country’s currency is a good barometer of its economic policies, human capital, competitiveness, freedoms, growth prospects, etc. From this chart, one can see that Great Britain has been on a long decline from a competitiveness standpoint versus the United States.
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Lag Effects and the Kamikazi Fed
One of the things that I periodically do with my trainer are exercises that focus on getting my heart rate to 80% of its maximum after starting at 75%. It’s done to stress the heart and to see how quickly it can recover. I have used an exercise bike and versa climber to facilitate this,
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Investment Biases: Hurricanes & Munger
June is the start of the North American hurricane season. So why did I reference the hurricane season? Not because of its impact on insurance rates, although we do follow them because costly years can affect the price of coverage the following year for property owners. I bring it up because I read an article citing a fascinating study that has some application to investing and the biases to which we’re all susceptible.
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Jeffrey Gundlach's Secret Sauce of Investors-Understanding Isn't Predicting
There was a very interesting Forbes profile of Jeffrey Gundlach, the new reigning bond king. He’s the founder of DoubleLine Capital, which is now one of the pre-eminent money managers in the world focusing on fixed income investments. Gundlach is a brilliant and outspoken individual who doesn’t suffer fools easily.
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To Russia with Sanctions
I have had somewhat of a morbid fascination trying to ascertain the impact of sanctions on the Russian economy and everyday life. Information hasn’t been that easy to come by. The most public evidence that Russia has been holding up comes from still robust revenues from energy exports and the surprising strength of the ruble.
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