“I am a man more sinned against than sinning”
― William Shakespeare, King Lear
Last week’s events made me think about how important it is to understand people’s personality profiles if you are going to be relying on them.
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Blog Archives
Feliz Covidad - My End of 2020 Rant!
“Oh what a tangled web we weave.”
-Sir Walter Scott
With 2020 in the rearview mirror, we would all love to put Covid behind us. Unfortunately, the virus doesn’t work on a calendar.
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Learning from 9/11 to Speculate on the Future of Offices
Before action is taken it first must manifest as a thought, however fleeting. And, if actions are part of a more strategic thought process seeking to produce longer-term results, then thoughts are almost always translated into speech and/or writing in order to communicate the thinking and desired outcomes to others who may be necessary or valuable to help bring the desired outcome(s) about.
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Many Pictures Tell a Story - The Fed
by 
Gary Carmell
Posted in Economy, Housing, Interest Rates, Manufacturing, News, Trends, Wealth
1 Comment ↓
Gary Carmell
Posted in Economy, Housing, Interest Rates, Manufacturing, News, Trends, Wealth
1 Comment ↓
This week will be another one focused on charts and graphs that caught my attention. The emphasis will be on the story of the Fed remaining very dovish in spite of what appears to be some pockets of economic strength (e.g. housing, commodities, semiconductors),
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Let's Get Real
by Gary Carmell
Posted in COVID 19, Economy, Interest Rates, Investing, Manufacturing, News, Stock Market, Trends, Uncategorized, Wealth
1 Comment ↓
Gary Carmell
Posted in COVID 19, Economy, Interest Rates, Investing, Manufacturing, News, Stock Market, Trends, Uncategorized, Wealth
1 Comment ↓
The jobs report released on Friday was disappointing.
Disappointing Job Growth
Perhaps the report shouldn’t have been such a surprise on the downside based on this chart.
It would appear that job seekers are less confident about their prospects as they have significantly reduced their searches.
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Maximum Flexibility - Work from Anywhere
The following chart shows that people are the most comfortable returning to work within a month or less as compared to other activities. The percentage is 65% so there is still a substantial minority who are still concerned about returning to their previous work environment.
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A Brutal Dichotomy: Time For Another Meaningful Stimulus?
by Gary Carmell
Posted in Economy, Interest Rates, Investing, Trends, Uncategorized, Wealth
No Comments ↓
Gary Carmell
Posted in Economy, Interest Rates, Investing, Trends, Uncategorized, Wealth
No Comments ↓
Fiscal stimulus has now started to contract while the Fed’s monetary support for the economy has tightened quite significantly over the last three months. See what the following charts show:
The following is from The Washington Post and shows how significant the support for the unemployed has been and how it will drop materially if no stimulus package is passed.
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Blast to the Future
What happened in Beirut was absolutely horrific. As the graphic above shows, it is considered to be the most powerful non-nuclear explosion in history. To put the power of the blast in context, the Oklahoma City bombers used two tons of ammonium nitrate while Beirut’s ignited approximately 2,750 tons!
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O(y) IL VEY
Yet again we have witnessed something unprecedented. As the following two charts show, we have never had negative oil prices until last week. Oil has never been cheaper on an inflation-adjusted basis than it is today.
Source: Marketwatch
And while under “normal” circumstances this would be great for the consumer,
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Revisiting the Spanish Flu: What Can a Dire Pandemic Look Like?
by Gary Carmell
Posted in Economy, Housing, Stock Market, Trends, Uncategorized, Wealth
No Comments ↓
Gary Carmell
Posted in Economy, Housing, Stock Market, Trends, Uncategorized, Wealth
No Comments ↓
I’m admittedly obsessed by pandemics. I’ve been listening to the course on the Black Death via the Great Courses, I was in China at the tail end of SARS in 2003 and was intensely focused on what life was like during that time there, and of course,
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