Blog Archives

The End of QE I, II, & III – The Fed Portfolio Reduction

Fed reduces bonds

The Fed’s balance sheet is comprised of approximately $2.5 trillion in Treasury securities and $1.8 trillion in mortgage backed securities.  The following graph shows how its balance sheet has grown since 2009 through 2014 when it stopped its bond-buying program.

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What Will High-Income Blue Staters Do? New Tax Regime

high income new tax laws

Now that there is a new tax regime in place I thought I would discuss it one more time with some additional thoughts. It does appear that while most parts of the country will not be significantly impacted by the mortgage interest deduction being reduced to $750,000 for future home purchases,

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How Could The New Tax Laws Impact Housing?

Tax Housing

I typically wouldn’t discuss Tax Reform until it has passed since it would usually be speculative, I am making an exception given that many of the parameters are known and because of its potential impact on housing. The basis of the plan was to cut the corporate tax rate first and then work around the constraints that Senate rules and supposed deficit hawks impose on the process.

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Love as the Basis for Customer Service and Marriage

Love Gary and Roneet Carmell

In this third and final post related to The Art of Loving by Erich Fromm, this week I will talk about the ways that Fromm says we can learn how to master the art of love and how it can be applied to serving one’s customers.

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How to Find the Road to Concentration

concentration

“A lot of other people are trying to be brilliant and we are just trying to stay rational. And it’s a big advantage.”

~ Charlie Munger

The Roadmap to Concentration

Continuing with some important takeaways from Erich Fromm’s The Art of Loving,

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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,

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Mind the Gap – Are We Our Own Worst Enemies?

mind the gap

International travel calls so this blog will be on the shorter side. It is fairly well known from research and the school of hard knocks that we are our own worst enemies when it comes to investing. Our emotions, particularly fear and greed, often lead us to buy towards the top and sell when it is closer to a bottom.

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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.

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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.

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Focus on the Task at Hand – Big, Audacious Goals

Goals

Some people are big proponents of setting big, audacious goals. Dream big because if you don’t then you will just get the same old ordinary results as everyone else. The reality is, however, that most people are just like everyone else. And there is nothing wrong with that.

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