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ARTICLES & INSIGHTS
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ARTICLES & INSIGHTS
- HOME CIO INSIGHTS COMMENTARY AND ANALYSIS FROM ANGELES' CIO, MICHAEL ROSEN ANGELES INSIGHTS RESEARCH AND PERSPECTIVES FROM THE ANGELES TEAM IN THE NEWS PRESS RELEASES, INTERVIEWS, AND PUBLICATIONS FEATURING ANGELES MARKET UPDATE SNAPSHOTS MONTHLY MARKET ANALYSIS VIEW ALL MEDIA
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3RD QUARTER 2020 - STAND UP 10-05-2020
August Landmesser was born into a poor family in a rural village outside of Hamburg in 1910. He came of age in a Germany convulsed with economic ...
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TWO (PERCENT) IS A SAD NUMBER 09-21-2020
Last month, the Federal Reserve unveiled its new monetary framework, following an intensive 18-month review. The principal change was to abandon a ...
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STILL BEACH READING 09-10-2020
It's still beach weather here in Southern California, so I have a few more suggestions for beach reading.Begin Again by Eddie S. Glaude, Jr.When I was ...
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DISCONNECT: HOW CAN MARKETS BE AT ALL-TIME HIGHS WHEN THE WORLD AROUND US IS COLLAPSING? 08-18-2020
Answer: Markets reflect the dynamism and adaptability of private companies, not geopolitical events or socioeconomic upheaval.Many find this ...
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BEACH READING 08-11-2020
One of the upsides to confinement over the past few months is that I've been able to raise my reading capacity. Here are my exceptional ...
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2020 WEBINAR - HOW CAN MARKETS BE AT ALL-TIME HIGHS WHEN THE WORLD IS COLLAPSING 08-03-2020
How do investors navigate stock market highs amid historic U.S. unemployment, a global pandemic, civil unrest, and an upcoming U.S. presidential ...
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2ND QUARTER 2020 - DREAMS DEFERRED 07-07-2020
Eunice Wayman was born in Tyron, a small town of around 1600 people in western North Carolina, in 1933, the sixth of eight children of a handyman ...
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ANGELES RESPONSE TO PROTESTS AND RECENT EVENTS 06-03-2020
Angeles stands with those who struggle, and we stand with all who exercise their liberties to protest injustice. ...
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EARTHRISE OR EARTHSET: THOUGHTS ON A POST-PANDEMIC WORLD (PART 3) 06-02-2020
Source: NASAWeak economic growth and low investment returns are the prospects we discussed in the first two parts of this series ...
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SUNRISE OR SUNSET: THOUGHTS ON A POST-PANDEMIC WORLD (PART 2) 05-29-2020
In Part 1 (https://www.angelesinvestments.com/institutional-insights/sunrise-or-sunset-thoughts-on-a-post-pandemic-world-part-1), we outlined an ...
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SUNRISE OR SUNSET: THOUGHTS ON A POST-PANDEMIC WORLD (PART 1) 05-27-2020
Two and a half months of isolation engenders reflection, on what we've endured, and contemplation on what the future may hold.Our reflections are ...
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MEMENTO MORI 04-26-2020
The Romans had a tradition that, following a military victory, the triumphant general was paraded through the city in a four horse-drawn chariot to ...
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WHAT'S DOWN WITH OIL? 04-15-2020
I have always found that most things in life can be explained by basic economics. Well, some things, for sure. The most basic (THE most basic) concept ...
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(NOT YET) BEACH READING 04-14-2020
It's not quite beach weather yet, but as we are all locked in our houses waiting out this virus, we may have found a little more time for ...
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1ST QUARTER 2020 - LA PESTE 04-08-2020
Bernard Rieux was a young physician in 1947, a surgeon, newly married and living in a comfortable apartment in the center of the city, close to the ...
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MICHAEL ROSEN ON BLOOMBERG TV MARCH 5TH, 2020 03-05-2020
Our Chief Investment Officer, Michael Rosen appeared on Bloomberg TV, Thursday March 5, 2020, to discuss his views on the investment implications of ...
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PUT DOWN THE GUN 02-25-2020
Tombstone, Arizona is a small town of around 1300 folks along the Mexican border. In 1881, it swelled with more than 7,000 men seeking their silver ...
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FROM THE KENTUCKY COAL MINES TO THE CALIFORNIA SUN 01-14-2020
Rupp Arena is one of the iconic venues for college basketball in the country. It is named for Adolph Rupp, the legendary coach of the University of ...
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4TH QUARTER 2019 - UNA ROSA BLANCA 01-09-2020
How do you misplace a 5-ton, 18-foot tall statue? Residents of New York City may shrug when told it was in the care of the City Parks Department (as ...
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FIRESIDE READING 12-18-2019
To sit near a warm fire in a comfortable chair on a cold night is one of life's pleasures that I hope you will be able to treasure over the holidays. ...
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3RD QUARTER 2019 - RED SCARE 11-06-2019
November 11, 1918 marked the end of the Great War, and Americans celebrated with parties and parades across the country. Hardly had the ticker-tape ...
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BALANCE 10-29-2019
October 1987 was a memorable month for me. It began with the 5.9 magnitude Whittier Narrows quake that rocked my downtown building (like all tall ...
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NO WINNERS 08-07-2019
Berry Gordy, the legendary founder of Motown Records, had a genius for spotting talent and creating stars: Mary Wells, Diana Ross and Gladys Knight; ...
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MORE (NOT NECESSARILY) BEACH READING 07-29-2019
For many people, the beach is an escape, and they want their beach books to transport them to worlds of fantasy. Coming up with a recommended beach ...
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