Blog Archives

Many Pictures Tell a Story - The Fed

This week will be another one focused on charts and graphs that caught my attention. The emphasis will be on the story of the Fed remaining very dovish in spite of what appears to be some pockets of economic strength (e.g. housing, commodities, semiconductors),

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Platforms and an Income Streaming Sonnet

Bob Dylan Gary Carmell William Shakespeare sonnet

I was privy to a conversation between two females, one of whom is a senior in high school. She was lamenting the fact that her English teacher had given her class an assignment to write a sonnet. This caught my attention as, while I have expressed myself a few times over the years by writing haikus,

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Let's Get Real

COVID19 Vaccine Stimulus Jobs Numbers

The jobs report released on Friday was disappointing. 

Job growth has seriously slowed - economists react to 'disappointing' November employment report December 4, 2020

Disappointing Job Growth

Perhaps the report shouldn’t have been such a surprise on the downside based on this chart.

Meager Bounce for Job Hunting Searches in November 2020 Oct 1, 2019 - Feb 1, 2021

It would appear that job seekers are less confident about their prospects as they have significantly reduced their searches.

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Covid Housing Fever

housing market fever

I subscribe to The Daily Shot which is an economics and finance-oriented site that aggregates a tremendous number of charts to give investors a great visual overview of key aspects of the economy, both domestic and global, as well as financial markets.

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Post-Election Chart Frenzy

post election

First of all, kudos to the tremendous participation among Americans in the electoral process. This election galvanized Americans into participating in the democratic process. Love or hate Trump; there is no question that he is a catalyst for stirring emotions and action.

Preliminary Data Suggests Highest U.S. Election Turnout Since 1900

It was fascinating to see how markets reacted as information was released related to the election.

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A Shattering Experience

Gary and Roneet Carmell

Saturday marked the second anniversary of Roneet’s passing. In many ways, it’s still hard to believe. And yet, because of her passing and all of the adjustments that I have had to make, quite a bit has changed as well. Early on I said that I never intended to move on but to move forward.

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Maximum Flexibility - Work from Anywhere

Maximum Flexiblity Work from Anywhere

The following chart shows that people are the most comfortable returning to work within a month or less as compared to other activities. The percentage is 65% so there is still a substantial minority who are still concerned about returning to their previous work environment. 

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Cheap Trillion Dollar Insurance

stimulus Cheap Trillion Dollar Insurance

I’ve been pleasantly surprised so far with regard to how well our rent collections have held up since the onset of COVID and the corresponding economic carnage. On average, we’ve been collecting across our portfolio about 98% of what we have billed.

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Confucius Say Beware of Superspreader

Confucius Say Beware of Superspreader

With China having gotten a lot of heat for Covid-19 I thought I would end this post with advice that I think one of its great philosophers would have given had he been alive today. Confucius lived between 551-479 B.C. According to Wikipedia

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A Brutal Dichotomy: Time For Another Meaningful Stimulus?

Brutal Dichotomy: Tightening Fed Stimulus

Fiscal stimulus has now started to contract while the Fed’s monetary support for the economy has tightened quite significantly over the last three months. See what the following charts show:

U.S. Fiscal Thrust Policy Expansionary Policy Contractionary Stimulus

Fed Balance Sheet Impulse 10-2020 Stimulus

The following is from The Washington Post and shows how significant the support for the unemployed has been and how it will drop materially if no stimulus package is passed.

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