Blog Archives

Van Revisited with a Little Help(less) from Neil Young and Family

Van Morrison with his daughter Shana Morrison

With the exception of writing about interest rates. I do make a concerted effort to have content on my blog be fresh and try to avoid repetition. With that being said, however, there is only so much one can write about that is novel and insightful.

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Federal Reserve Response to the Market’s Beseeching – Power of Structural Forces

Federal Reserve

It’s been a very busy three weeks of travel so I’m going to keep this one pretty short and sweet. And while I often write a thousand words or more, this post will hopefully support the adage that “a picture is worth a thousand words.”

The Federal Reserve finally responded to the market’s beseeching that it pauses its rate increases and not be on a “damn the torpedoes” path of raising interest rates and shrinking the balance sheet.

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One Mis-Step Away – Answers Come After the Question is Posed

Question

Answers can only come after a question has been posed. Thus, formulating great questions is the first, and most important, step to growing one’s base of knowledge. As I have written in my book, the two most important questions I need the answers to in terms of our investments at CWS are:

What is going to happen to our Net Operating Income?

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What’s Your Crucible?

Crucible

A friend of mine and I went to a local bar that we very much enjoy frequenting because it is set up in a way to foster connection and conversation between the patrons. It has a living room type configuration with couches and very comfortable chairs in which there is the opportunity to sit across from people and be close to them in a very informal and fun social setting.

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A Return to Charts – Focusing on Interest Rates and the Economy

charts

It’s been a while since I have focused on the economy and interest rates so I will return to one of my periodic chart-o-ramas to try to capture some of the dramatic changes taking place in various markets and how investors have gone from embracing risk to shying away from it,

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Handshakes to Hugs – Between a Laugh and a Tear

handshake to hugs

I was planning on writing about Apple’s announcement that they were making a huge investment in Austin, as well as the material, slow down taking place in China and how that is impacting global economic growth. But then, the combination of reflecting on a conversation I had with a friend/mentor/business advisor and a quote my daughter texted me led me to abort and return to the subject of healing,

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From Interest Rates to Insights – Feel to Heal

Interest Rates Gary Carmell

The fact that I’m not going to spend much time on this chart must mean that I still feel the need to release things deep within my subconscious with regard to the loss of Roneet.

10-year-treasury-Constant-Maturity-Rate Interest Rates

While rates were rising I wrote a few times that I was perplexed that they were doing so given the headwinds of tariffs and increasing tension with China,

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Turning the Corner to the Way Forward

the Way Forward

I don’t typically find myself drawn to self-help books but after reading an article on Medium I found myself intrigued by one written in 1960 by a plastic surgeon named Maxwell Maltz. It is called Psycho-Cybernetics.

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China and a New Cold War – Prioritizing National Security over Business and Investors

China Cold War

In some ways, I can understand investors looking through the threat of tariffs on multiple fronts by President Trump as just his standard negotiating tactic to strike a better deal. Despite very derogatory statements directed towards our strong allies and trading partners of Canada,

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T.R., Dana Delany, and the Power of a Platform

Dana Delany Teddy Roosevelt

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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