Blog Archives

Insurance and Questionable Models Managing Risk

“I write because I don’t know what I think until I read what I say.”

― Flannery O’Connor

This blog post is pretty much just for me as insurance is not a very exciting topic but has great importance to all property owners,

Read more ›

Posted in Apartments, Economy, Housing, News, Trends, Uncategorized, Wealth


A Dose of Reality – Are Things As Bad As They Look?

Reality

Maybe it’s because we just had a Friday the 13th or because my home was one of the houses that had to be evacuated in the recent Orange County fires (fortunately it was not damaged) or perhaps because I recently saw an ex-CIA lawyer and analyst speaking about how successful the Russians were in subverting our democracy during the 2016 elections and how at risk we are to cyber attacks from Russia,

Read more ›

Posted in News, Trends, Uncategorized


Hineni Here I Am – Answering the Call

Hineni-here I am Las Vegas

My wife was telling me about a woman interviewed by CBS news in the aftermath of the Las Vegas massacre and what she shared was incredibly moving. She truly did a heroic thing in staying with a young man while he was dying and being there for him in the face of great danger.

Read more ›

Posted in News, Uncategorized, Wealth


The B.I.S. vs. Japan – Increase In Global Interest Rates?

Japan Global Interest Increase

A few weeks ago I wrote about a B.I.S. report that hypothesized that global interest rates would rise over the next few decades as global demographics shift from a labor supply shock to a shortage as labor forces shrink in many developed countries.

Read more ›

Posted in Economy, Investing, News, Trends, Uncategorized, Wealth


The Negatives of Positive Thinking

Positive ThinkingWhen I used to watch my son’s high school basketball team I was always so impressed at how composed they were. Many times they would initially fall behind and the other teams would get so pumped up after getting off to a strong start, especially against such a good team as ours.

Read more ›

Posted in Advice, News, Personal, Uncategorized, Wealth


Historical Context Of The Confederate Statue Controversy

Robert E. Lee Statue Controversy

Whenever there are significant events that take place, particularly those with some historical context, I like to take a step back and, if possible, go back in time and find real-time sources to generate a better understanding of what people were thinking at the time. The terrible events in Charlottesville was a catalyst for me to take this approach.

Read more ›

Posted in Economy, News, Trends, Uncategorized, Wealth


The Case Against The Phillips Curve

Phillips Curve

The unemployment rate is the most important indicator for people who are believers in the Phillips Curve. Phillips Curvers believe that there is a trade-off between unemployment and inflation. The less slack in the labor markets (lower unemployment rate) the more inflation there will be as labor can bargain for higher wages and this,

Read more ›

Posted in Advice, Economy, Interest Rates, Investing, News, Stock History, Uncategorized, Wealth


Fitness Camp Was Life Changing – Now I’m a Believer!

Fitness-Camp-Gary-Carmell

Ben Carlson wrote an excellent piece about how knowledge is not enough in life. If one desires to effect change then knowledge without action is just an interesting academic exercise. It can actually end up being demoralizing as nothing is more frustrating than knowing what to do but lacking the desire to carry out the action and the discipline to stick with it.

Read more ›

Posted in Advice, People, Personal, Uncategorized, Wealth


Lessons from Steve Schwarzman – Chairman and CEO of Blackstone

Steve Schwarzman

Steve Schwarzman is the co-founder and Chairman and CEO of Blackstone, which is the largest alternative asset management firm in the world. Schwarzman has built a financial colossus and extraordinarily successful asset management firm that is by far the global leader in alternative investments.

Read more ›

Posted in Advice, Investing, News, Trends, Uncategorized, Wealth


Has The Performance Of The S&P 500 Always Been So Top Heavy?

S&P 500 Top Heavy

Technology stocks, particularly large capitalization ones, have been on a tear as the following chart shows.

S&P 500 Technology

Since there is overlap between the two indices, I was curious to know how the largest technology companies have impacted the overall S&P 500 return.

Read more ›

Posted in Investing, News, Stock History, Trends, Uncategorized, Wealth


Categories

Free Insights