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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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2ND QUARTER 2019 - SUSTAIN 07-02-2019
Sustain reflects on business, family and how investors can effect positive change. ...
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BRING HOME THE BACON 05-16-2019
Bacon sure is popular. McDonald's, which probably has the best pulse on Americans' culinary tastes, introduced Cheesy Bacon Fries for a few ...
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1ST QUARTER 2019 - IN THE DUST 04-16-2019
One of the most popular writers of the 20th century was born, and died, in Manhattan. Kansas, and New York, that is, respectively. Damon Runyon was ...
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INVERSION 04-12-2019
Say "inversion" to a Californian, and the most likely word association is "layer." It's our topography that causes this phenomenon, ...
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TRUTH AND CONSEQUENCES 03-03-2019
Archaeological evidence suggests that, for thousands of years, the people who inhabited the Great Plains of North America, stretching from present-day ...
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ONLY THE LONELY 02-04-2019
My first impression when flying into Mexico City a few weeks ago was its vastness. From the air, the city seems to stretch forever. The Valley of ...
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4TH QUARTER 2018 - STUMBLE 01-10-2019
Finland is a small country of around 5 Â million people, about the population of the state of Minnesota. The country has produced one notable ...
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BOOK WRAP 12-31-2018
Time for my semi-annual book perspective. I read a lot of books, but truthfully, most of them I move through pretty quickly. In the non-fiction world, ...
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BREATHE 12-20-2018
Twenty-five hundred years, Siddhartha Gautama practiced a form of meditation that involved controlled breathing. Much later, about 700 years ago, this ...
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ANGELES CIO MICHAEL ROSEN INTERVIEWED BY BLOOMBERG 11-18-2018
Bloomberg Finance, John Tucker and Katia Porzecanski discuss the October equity selloff with Michael Rosen, Chief Investment Officer of Angeles ...
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THE INTERSECTION OF POLITICS AND INVESTING - HIGHLIGHTS (2:54) 10-16-2018
The symposium began with a review by Angeles Chief Investment Officer Michael Rosen conducting a "tour" of past midterm election results. ...
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THE INTERSECTION OF POLITICS & INVESTING - FULL (1:26:03) 10-16-2018
The symposium began with a review by Angeles Chief Investment Officer Michael Rosen conducting a "tour" of past midterm election results. ...
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3RD QUARTER 2018 - DE SCHUILPLAATS 10-15-2018
Willem ten Boom, after years of apprenticeship as a watchmaker, opened his own store in Haarlem in 1837. His son, Casper, also became a watchmaker, ...
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TALKIN' TURKEY 08-14-2018
The expression comes from Colonial America, but its exact origins are unclear, and its meaning seems to have changed over the years. Originally it was ...
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NOT BEACH READING 07-06-2018
I love the beach. And I read a lot. I like reading on the beach, but I am not a fan of beach reading. Beach reading is generally defined as light, ...
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EVERYBODY OUT'TA THE POOL 05-15-2018
Markets work through the forces of demand and supply. This axiom applies to all markets, from housing to marriage (as Gary Becker famously noted), and ...
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BEAR MARKETS, BULL MARKETS, AND (MIS)TIMING - HIGHLIGHTS (2:17) 04-18-2018
The symposium begins with Angeles' Chief Investment Officer, Michael Rosen, reviewing the history of bull and bear markets in the US, noting important ...
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BEAR MARKETS, BULL MARKETS, AND (MIS)TIMING - FULL (1:21:37) 04-18-2018
The symposium begins with Angeles' Chief Investment Officer, Michael Rosen, reviewing the history of bull and bear markets in the US, noting important ...
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1ST QUARTER 2018 - HAPPINESS 04-06-2018
Herodotus tells of the travels of Solon, the great Athenian lawgiver and jurist, who set out to travel the known world. Solon comes to Lydia and is ...
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4TH QUARTER 2017 - BEASTS 01-30-2018
Paris, at the turn of the 20th century, was the center of the world: the City of Lights embraced innovative entrepreneurs and artists alike. ...
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UPDATING THE TRIANGLE 01-03-2018
Last year, I introduced my big picture framework of assessing the relative attractiveness of markets Inside the Triangle through the lenses of ...
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(NOT) RECOMMENDED READING 12-20-2017
I don't like recommended lists. They turn experiences into a contest (and the winner is), and one reviewer's preferences may have little to do ...
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HOT AS HELL 11-16-2017
Hell is hot, as everyone knows. Everyone "knows" this, but there really is no conclusive evidence: no eyewitness reports, no scientific ...
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3RD QUARTER 2017 - GHOST MOVES 10-31-2017
Wei Qi translates as "surrounding game". It is the oldest board game in continuous play in its original form, some 3,000-4,000 years old. Confucius ...
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