Kudos to Heidi Garland who handles my social media. She is quite in her postings on my behalf on Facebook, Twitter, and LinkedIn. I never know what interesting tidbit she might be posting. Of all the platforms, Twitter is the most ephemeral as tweets are sent and they tend to have a short shelf life to them.
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Hurricane Michael created unfathomable devastation to Florida Panhandle beach communities. What was particularly insidious was how fast it formed and deprived people of precious time to evacuate. This picture is one representation of the fury of Mother Nature and the wrath she brought down.
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Talk about a humbling week. Last week I was making the case that 3.11% on the 10-year Treasury note yield and possibly as high as 3.16% were the key levels that I did not think would be breached. This chart shows how wrong I was.
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The Grateful Dead have a song called The Eleven. In many ways the lyrics are unintelligible. It was written during their psychedelic phase so the lack of comprehension makes some sense as their senses were non-sensical.
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When we started to scale our apartment business in the mid to late 1990s our location decisions were based on investing in cities that would be highly appealing to knowledge-based workers. It was starting to become clear that economic growth would be driven by technological innovation deployed widely throughout U.S.
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I had the pleasure of seeing Crazy Rich Asians last week. It was quite enjoyable and I very much recommend it. There is a scene in the movie that represents the clash of values between generations and cultures (Chinese and Chinese American) in which the matriarch criticizes her son’s Chinese American girlfriend for being fixated on the American obsession of happiness and wanting to be happy.
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In 1986 Dan Rather was attacked on the streets of New York City by an assailant who kept asking “Kenneth, What’s the frequency?” And if Dan Rather hoped to forget about the incident this became impossible as R.E.M. memorialized it with their huge hit in 1994 of a slightly different title called What’s the Frequency,
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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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According to management guru Peter Drucker, one of the greatest traits a business leader can have is intellectual honesty. This is the ability to see the world as it is and not as you want it to be and then to act accordingly. This applies equally as well to great investors like Warren Buffett and Charlie Munger.
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Tom Petty used to sing that you don’t have to live like a refugee. On the other hand, John Mellencamp said “suck it up and tough it out, be the best you can.” So what would most people choose?
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