I am going to share my thoughts about what has been happening in Israel and Gaza, but before doing so, I am going to approach it from a very different angle initially, and then I will apply it to the situation at hand.
The Virtues of Fossil Fuel
I am reading a fascinating book called Fossil Future: Why Global Human Flourishing Requires More Oil,
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Beans the Cat
Heather and I have ended up with a rescue kitten. I won’t go into the circumstances, but his name is Beans. This is what he looks like.
As you can see, his eyes are very intense.
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Jerry Garcia was born on August 1st, 1942 and died on August 9th, 1995. The eight days between his birthday and the day of his death are known as the “Days Between”. It also happens to be the name of a very poignant Grateful Dead song,
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Last week there were two notable events for me. The first was watching the extraordinary Wimbledon Final between Novak Djokovic and Carlos Alcaraz, and the second was my 36th anniversary at CWS. In Judaism, the number 18 is a lucky number because it is connected to life in Jewish numerology.
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With the exception of writing about interest rates. I do make a concerted effort to have content on my blog be fresh and try to avoid repetition. With that being said, however, there is only so much one can write about that is novel and insightful.
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“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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Last week I wrote about the epiphany I had of focusing on loving to win versus hating to lose and how I savored a great forehand that I hit playing in a tennis tournament even though I lost. This led me to focus much more on the satisfaction of that great forehand versus what I didn’t do well or on the mistakes I made.
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A couple of weekends ago, I played in a tennis tournament. Then on the following Monday evening, I played doubles from 5:00 to 6:30, followed by a clinic from 7:00 to 8:30. Proving there’s no rest for the weary, the next morning, I had a training session from 6 to 7 and then played singles from 8:00 to 9:30.
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As an investment management company, CWS’ investors naturally look to us to deliver compelling returns relative to the risk we are taking. Since the capital entrusted to us is deployed into businesses that we purchase (apartment communities) or create (the development of apartment communities),
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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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