Please note that since the S.E.C. thinks some of my blogs crossover in terms of promoting CWS or making investment recommendations, they now need to be reviewed by our Chief Compliance Officer before being posted. As a result, after this week I anticipate that future blogs will be posted on Tuesday. And while I would like to keep the Monday schedule I don’t think this is possible to commit to now that sign off from compliance is now necessary.
I have done this before but I thought it was time to revisit the art and discipline of haikus. I love the creativity and focus that comes from the constraints of writing only three lines with five, seven, and five syllables for each one. It forces me to think very precisely about what I want to convey. I also like them because I write some and store them for future posts, particularly when I’m very busy or have a lot of travel. This is the case as last week was quite busy.
Without further ado, here are my latest haiku musings.
What’s in a tweet?
Quite a bit as Trump has shown
Ask Mister Market
Negative interest
Crushing European banks
Is the U.S. next?
Late in the cycle?
Apartment rents suggest not
How long will they rise?
Libor is dropping
Helping our cash flow projections
We love floating rates
The Middle East flares
But will it ever calm down?
Israel still grows
Failure to prepare
Heightens the risk of failing
Consider the risks
Trump’s reality television
The way to view him
Zero seems to be the trend
Aging societies
Aging societies
The most significant trend
This will keep rates low
Ed Sheeran tour bucks
Highest gross in history
So profitable
Who will soon prevail?
Left, right, or center who knows?
The outcome matters
When I feel badly
I focus on helping others
Defuse the ego
Relentless Bezos
Scares many and inspires
Day one every day
When do we fix rates?
History suggests never
HUD has some appeal
Apartments are stable
Technology races ahead
Don’t be complacent
Alabama is Trump’s thorn
Is Orwell coming to roost?
Trump never wrong. Sad!
Anti-trust heats up
Facebook and Google hot water
Success is a bitch
Rent control is real
Populism is alive
Inequality
I am what I am
I am what I say I am
Be kind to myself
You are where you are
What is being called of you?
Think about that now
Listen to your gut
That gnawing feeling says much
Thinking and feeling
Read Thinking in Bets
Your confidence will lessen
Which is a good thing
We tend to believe
And find evidence for it
And then we confirm
Bets are always made
Most are unconsciously done
Be overt about them
Outcry about vaping
What about assault weapons?
Where is the risk?
Money for nothing
MMT’s controversy
Is this accurate?
Who will win next year?
The answer is important
Different futures?
Positivity
I recommend this approach
It counteracts fear
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