Gary Carmell

May 20, 2020
The next few months should be particularly interesting to see if the Fed starts pivoting to being open to negative rates.

May 1, 2020
Yet again we have witnessed something unprecedented. As the following two charts show, we have never had negative oil prices until last week. Oil has never been cheaper on an inflation-adjusted basis than it is today.

Jan 9, 2020
It’s going to be an interesting year. And while the pendulum will probably continue to favor risk assets with the Fed being much more accommodating and it being an election year, there’s enough heat that I think having exposure to risk-off assets is quite prudent as well.

Sep 11, 2019
Poor health breeds more poor health and vice versa. It leads to more workdays missed which do not help with one’s career advancement.

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.

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.

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