Blog Archives

Follow the Herd: Why COVID19 End Game Needs Herd Immunity

Herd COVID_19

I’m not one to typically advocate following the herd but in the case of the coronavirus, I am having a hard time seeing an end game that doesn’t have herd immunity as the ultimate goal. And this could take a long time and lead to a lengthier economic contraction (to put it mildly) and even more massive federal intervention through government spending and Federal Reserve support of financial markets.

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COVID-19, Catch-22, Treasury-117

COVID 19 Coronavirus

With over $6 trillion in global stock market losses in one week, it’s clear that investors have woken up to the real risk that the coronavirus is not contained, somewhat akin to the subprime crisis that Ben Bernanke famously said was and led to massive financial losses around the world.

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Revisiting the Spanish Flu: What Can a Dire Pandemic Look Like?

Pandemics

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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Finding the Bottlenecks and Pain Points

removing bottlenecks

CWS has a sister company that focuses on corporate housing. They provide temporary housing for business people, interns, long-term, special projects for companies, etc. I am one of the advisory board members and it’s been such a treat to see how the company has grown and prospered over its 25 years in business.

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Random Musings and Wonderful Memory Triggers

Memory Musing

This is one of those weeks where I don’t have anything pressing I feel I need to convey or work through to gain clarity so I thought I would share some random thoughts related to the coronavirus, surveying data, economic reports, and a health tip. 

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The Power of Mindset

CWS State of the Company Mindset

Last week we completed seven of our eleven State of the Company meetings that Tracy Hayes, the president of our sister company CWS Corporate Housing, and I have been doing for 26 years. And while it’s a lot of travel in a relatively short period of time,

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The Last Decade in Charts - Here Come the Roaring 20's

Charts

With the 2010s having come to an end and the roaring 20s starting I thought I would look back over the past decade to convey key trends that impacted the economy and apartment investors.

I would summarize it as a decade of continued aggressive Federal Reserve involvement in the economy through continued low-interest rates and expansion of its balance sheet.

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2019 - A Year in Review

2019 Gary Year in Review

I make a concerted effort to avoid each day rolling into another without any distinction. I never want to look back on my life and have nothing stand out. I think this is one of the reasons I blog each week. It helps me reflect on my life and gives me the opportunity to bring forth those experiences,

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The Power of Public Commitments

public commitments Gary Carmell

Someone who shall remain nameless (because that person wants to remain nameless when it comes to my blog) brought up an issue with me regarding this person’s concern that I am too open on my blog about personal issues and that it would be better if I just kept a journal as there was no need for me to be revealing such information publicly.

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Newton's Third Law and Repo Madness

Fed Repo Newton's Third Law

It’s been said that markets go up like escalators and drop like elevators. There is also Newton’s Third Law which states that for every action there is an equal and opposite reaction. This is where the Fed comes into play when markets drop like elevators.

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