Gary Carmell

Jun 4, 2019
I read a very interesting theory about Donald Trump‘s master strategy when it comes to the trade war with China. Trump believes that he can win a trade war, but he can’t do it alone.

Mar 18, 2019
Hobbies also provide mental and physical diversification. It’s just not healthy to be all consumed by one’s job. It’s not sustainable and performance will be negatively impacted.

Feb 1, 2019
A bit of a stream of consciousness about my top of mind questions and concerns. I’m sure there are some vitally important ones I’m missing so feel free to share any that you feel should have more of my focus.

Nov 16, 2018
Trump and his team appear to have a real disdain for China and see it as the primary source of the hollowing out of U.S. manufacturing over the last 30 years.

Sep 10, 2018
The prevailing wisdom is that Trump won because he was representing the “forgotten man” whose income stagnated while the rich kept getting richer. He was never really a meaningful part of the economic recovery as it passed him by.

Aug 3, 2018
As Bill Williams, one of CWS’ founders, likes to say, “Out of the hottest fire the strongest steel is formed.”

Jun 18, 2018
This is something that investors should take notice of. When markets absorb bad news very well that’s generally a bullish sign and vice versa when good news comes out and prices react negatively.

May 24, 2018
When this extreme positioning is combined with the carnage in corporate bonds I would not be surprised to see bonds make a powerful rally sometime over the next couple of months.

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