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.
…
Blog Archives
Cats in London (Not the Play)
by 
Gary Carmell
Posted in Apartments, COVID 19, Economy, Investing, Personal, Travel, Uncategorized
No Comments ↓
Gary Carmell
Posted in Apartments, COVID 19, Economy, Investing, Personal, Travel, Uncategorized
No Comments ↓
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.
…
Supply Chain Woes - An On The Ground Perspective
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.
And yet,
…
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.
…
Energy Crunch - The Co(a)ld Hard Facts and Opportunities
One can see that natural gas has gained the most market share of the world energy supply between 1973-2019. Oil’s share has dropped quite significantly during this same time frame. With that being said the second chart shows that it has still grown materially but not nearly as much as natural gas and nuclear.
…
Liberating our Minds - Thoughts about 9/11 and Covid-19
With the 20th anniversary of September 11 just having passed I felt compelled to make a reference to it in this post. What I find interesting is that after the Twin Towers and Pentagon were attacked and over 3,000 people were killed on American soil,
…
Afghan Realities and Applications to Planning
One of the reasons I am such a big fan of Charlie Munger is that he is ruthlessly realistic. He and Warren Buffett believe that the key to Berkshire Hathaway’s incredible success is that they are built for rationality.
…
The 10 Second Challenge
For the past 25 years or so I’ve been interested in what are the high-leverage activities and strategies one can take to improve their health outcomes. I have been particularly interested in what contributes to longevity and quality of life by lessening the chances of disease,
…
An Improving Labor Market and A Fascinating Real Time Experiment
I started getting into the flow and writing about some epiphanies I had on the tennis court that I was planning on sharing this week. And then the jobs report came out on Friday and I saw the reaction of the bond market to what appeared to be a strong report and I felt like I had to do one more chart-oriented blog.
…
Keep your Eyes on the Road but Never Lose Sight of the Destination
Investing has some parallels with driving. It’s important to have a destination that keeps you on course. I think of the destination as financial goals rooted in thoughtful consideration of powerful trends upon which to capitalize such that the wind can be put at your back while also being fully cognizant of what exposures you may have that can lead to a permanent loss of capital based on shorter-term issues arising.
…