Blog Archives

Dividends - Do They Really Matter?

Dividends

Most real estate investors deploy their capital in this asset class because of the income it can generate. This is very much the case for those investing with CWS. Since 1991 CWS has sold 79 properties**. Approximately half the return has come from dividends and the other half from appreciation*.

Read more ›



Markets Climb Walls of Worry - Is it Time to Worry?

Walls of Worry

[Originally Published October 20, 2014] There is sure a lot going on in the world and the headlines are not pretty causing many to worry. As a lover of great music and particularly poetic, moving, and interesting song lyrics, I like to use songs from time to time to help bring insight,

Read more ›



Texas Tea

Texas is at the epicenter of the fracking boom and an increase in domestic oil production as the following chart shows:

Texas Daily Oil Production January 1986 - January 2013

With domestic production up, imports have dropped quite a bit as these charts from FT Alphaville show:

US Oil Production & Net Oil Imports

According to the Carpe Diem Blog:

More than one-third of the state’s increase in oil output over the last three years has come from the Eagle Ford Shale oil field in South-central Texas,

Read more ›



This Ain't No Party. This Ain't No Disco. This Ain't No Fooling Around

Quarantine

The title of this blog is from the Talking Heads song Life During Wartime. Maybe I should have called it Life During Quarantine instead but we are definitely on a wartime footing. If you don’t think so then maybe these charts might help convince you as financial markets are the most real-time indicator of investor sentiment and discounting the future to ascertain how investors react to key events.

Read more ›



Japan: The Land of the Rising Sun and Shrinking Population

Japan

I spent six days in Japan, in 2014, visiting Tokyo, Kyoto, and Hiroshima. I went to Sumo wrestling, a 430-year-old restaurant, toured some beautiful temples and gardens, visited the peace park in Hiroshima, and of course, I did some karaoke. The Japanese are extremely service oriented and show great attention to detail.

Read more ›



New Healthy Habits to Ignite Your Success

Healthy Habits

Habits That Helped Me Write My Book

**Special Notice at the end of this blog.

“If we really pay close attention to our thoughts and actions I would venture to say that we’re essentially a series of habits.  A Duke University researcher in 2006 found that more than 40% of people’s actions are habits and not decisions,

Read more ›



The Power of Thanks and Giving

giving

 

This was originally written Thanksgiving week 2015 when I thought I would do a little philosophical reflection. So much has happened over the last year and this blog means even more today. Over the weekend I announced the exciting news about The Roneet Carmell Center for Jewish Life, 

Read more ›



Built To Last - Finite vs. Infinite Games

Finite and Infinite Games

I had the pleasure of seeing Crazy Rich Asians last week. It was quite enjoyable and I very much recommend it. There is a scene in the movie that represents the clash of values between generations and cultures (Chinese and Chinese American) in which the matriarch criticizes her son’s Chinese American girlfriend for being fixated on the American obsession of happiness and wanting to be happy.

Read more ›



In Zambia Honoring Roneet With an Agricultural Training Center

Zambia Gary Carmell

Overnight, The Saudis decided to ignite a price war which was the catalyst for oil prices crashing, stock futures imploding, and bond yields going through the floor, as reported by Bloomberg, Sunday, March 8, 2020. This was on top of last weeks dramatic drop in interest rates as exemplified by the 10-year Treasury yield dropping below 0.5% for the first time and 30-day Libor collapsing to below 1%,

Read more ›



Forces of Fortitude and Fulfillment in the Face of Freakish Fatalistic Fury

Roneet Carmell

Now that the one-year anniversary of Roneet’s passing has taken place I wanted to take the opportunity to reflect on some of the strategies, tools, and approaches that I have taken to move forward in life in the absence of her physical absence.I do emphasize her physical absence because her spirit is still with me and so is her voice in my head,

Read more ›



Categories

Free Insights