Blog Archives

Philosophical Investor - 2015 Questions We Will be Pondering

As 2015 opens, like many of you, there are numerous questions I am pondering.

2015 Questions I’m Pondering

Oil

  • How will lower oil prices impact apartment demand, particularly in Houston?
  • Will lower oil prices lead to more conflict in the Middle East engineered by Iran to retaliate against the Saudis and/or to create supply disruptions?

Read more ›



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.

Read more ›



10 Year Stock History Key To Current Monster Returns

Current Monster Returns

I am always interested in investments that perform very well for long periods of time. I periodically look back on stocks that were the best performing over ten year periods to see if there are any common characteristics of stock history that can help me make better investment decisions in the future.

Read more ›



Haiku Living - Life & Investing Lessons from Limits Set By Haiku

Haiku Investing

I have had a fascination with the unique form of Japanese poetry known as haiku. I’m not quite sure why this is the case other than it just seems so unconventional, interesting, somewhat mysterious, and beautiful and strange at the same time. I think it might also have to do with the wonderful aspects of Japanese culture: Its attention to detail,

Read more ›



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,

Read more ›



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.

Read more ›



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.

Read more ›



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.

Read more ›



The Negatives of Positive Thinking

Positive ThinkingWhen I used to watch my son’s high school basketball team I was always so impressed at how composed they were. Many times they would initially fall behind and the other teams would get so pumped up after getting off to a strong start, especially against such a good team as ours.

Read more ›



The Separation Is In The Preparation For CWS

Preparation

It was quite a week of action for CWS, particularly for our risk management, safety, construction, operations, asset management, human resources, marketing, and maintenance teams. We have been having very early calls (at least for me on the west coast) every morning, including over the Labor Day weekend,

Read more ›



Categories

Free Insights