Blog Archives

From Russia Without Love - Putin's Obsession

Russia without love Putin

This post is going to fall under the category of fake it until you make it. I am going to pretend like I have some special insights into Russia and its actions vis-à-vis Ukraine because I was a political science major, I took classes in Russian history,

Read more ›



Let He Without Sin...

Banking soap box investing

I’m going to get on my soapbox for this post. I was talking to a friend who was picking my brain about banking relationships as he was thinking about switching banks for his business and he wanted to know about the one I use.

Read more ›



A Hearty Year of Staying the Course

Gary Heart Surgery 2nd Anniversary

This week is the one-year anniversary of my heart valve repair surgery. I wrote about what I went through and some of the challenges I had at the time so I won’t rehash all of the details here other than to say that the surgery was pretty complicated,

Read more ›



(de)Energized Europe

natural Gas Europe

A couple of months ago I wrote about the unfolding energy challenges related to the sharp recovery out of Covid and the transition to renewable energy sources. The article talked about coal and how the demand for it has increased significantly while supply has dropped due to Covid and the utter disdain for it as an energy source due to its carbon emissions.

Read more ›



It's Getting Interesting

Interest Rate

The Fed blinked and acknowledged that inflation may not be transitory. When combined with its perception that the labor market is on the way to being healed, Jerome Powell has moved up the Fed’s estimate of the first rate hike by more than a year.

Read more ›



Reflections on The Importance of Habits from A Booster and Blow to the Head

habits booster

The more I go through life, the more convinced I am of how so much of what we do and who we are are a compilation of our habits. Of course, habits can be beneficial or harmful. It goes without saying that we should strive to build up and sustain the good ones and avoid or eliminate the counterproductive ones. 

Read more ›



A Beautiful Partnership Built on A Long and Winding Road

The Beatles

Before I start, I wanted to provide a link to an interview I did a few months ago that was recently broadcast. Hopefully, you will enjoy it if you take the time to watch or listen to it.

Read more ›



Cats in London (Not the Play)

Gary in London with Beer in November 2021

I was in London last week for my first international trip since March 2020. It was nice to be overseas again. Given time constraints I will target sharing more of a pictorial journey of my trip after I get back. I like keeping a travel log via this blog as it can serve as a diary of my excursions around the world and gives me a place I can return to if I want to revisit some of those trips.

Read more ›



Supply Chain Woes - An On The Ground Perspective

supply chain

Our supply chain debacle is front and center for virtually every person in the U.S. in one way or another. This chart is fascinating to me in that orders are now about 5% above previous cycle peaks. 

Manufacturers New Orders Excluding Transportation ($mm) 2005 - 2021 Supply Chain

And yet,

Read more ›



A Graphical Extravaganza with a Little Hemingway Thrown in

I thought I would return to a post focusing on charts that I found compelling this past week. The Fed is now telegraphing an imminent slowdown of its purchases of Treasuries and mortgage-backed securities. The reaction of bond investors led to a narrowing of the yield curve.

Read more ›



Categories

Free Insights