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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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IT'S ABOUT TIME 09-22-2017
"Lost Time is never found again," advised Benjamin Franklin in Poor Richard's Almanack. And Dante Alighieri observed, "The wisest ...
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FOR WHAT IT'S WORTH 08-21-2017
In the summer of 1966, throngs of young people crowded the Sunset Strip in Los Angeles to hear their favorite bands. Over at the Sunset Tower, Jim ...
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2ND QUARTER 2017 - CINCINNATUS 07-27-2017
Henry Knox was the proprietor of a popular Boston book store, which afforded him time to read up on his favorite topic: military tactics and strategy. ...
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TOES IN THE SAND 07-20-2017
For me, and I think I speak for everyone on the planet, the feeling of warm sand between the toes is one of life's great pleasures. And for ...
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NOT DEAD YET 07-13-2017
According to the National Bureau of Economic Research (NBER), the self-acclaimed arbiter of economic debate in this country, the current economic ...
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HUMANS! WHAT ARE THEY GOOD FOR? 06-29-2017
It looks like the world is turning against humans. I've talked before about the rise of robots in manufacturing (2016 Angeles Independent School ...
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BEWARE PARABOLAS AND POPULISTS 06-13-2017
In scouring the world for investment opportunities, the chart above caught my attention. It shows the year-to-date performance of the Caracas stock ...
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ECONOMICS IN ACTION 06-12-2017
The intersection of supply and demand determines price and quantity: there is no more fundamental principle of economics (see graph below). We rarely ...
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JOB GROWTH IS FALLING. THE SKY IS NOT. 06-02-2017
Today's jobs report was disappointing: only 138,000 net new jobs created in May (the consensus had it pegged at 182,000), another 66,000 lost in ...
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1ST QUARTER 2017 - THE LAST SHOGUN 05-08-2017
Japan has been ruled by the Yamato dynasty for nearly 2,700 years, the longest continuous monarchy in the world. From Jimmu to kihito, 125 emperors ...
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HOPE AND REALITY 04-06-2017
Why is everyone so happy? Well, maybe not everyone, but a lot of people are as optimistic as they've been in a long while. Start by looking at ...
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CHASING THE RED BARON 03-31-2017
You can't eat relative returns is an old aphorism. It sounds like it could come out of Poor Richard's Almanac (Benjamin Franklin), and I'm ...
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NON-ZERO SUM 02-17-2017
There are prominent voices (and tweets) urging us to pull back, dig in, and lock the gate. This rising chorus of nationalism and protectionism sees a ...
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LOVE 02-14-2017
It's probably no surprise to you that I see offering world-class investment advice as a valuable service for the long-term well-being of our ...
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4TH QUARTER 2016 - FINLAND STATION 01-25-2017
After three years of war, and really, three centuries of Romanov repression, the Russian people had reached their breaking point. The Tsars army ...
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SHOCK, PART 4 (DIVIDED WE ARE) 12-21-2016
We began this series with a review of the likely economic policies and their implications of the new Trump administration, and discussed the long-term ...
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SHOCK, PART 3 (THE END OF PAX AMERICANA) 12-13-2016
We are all trying to make sense of the election of Donald J. Trump to the presidency, and a few weeks ago I outlined the possible economic agenda and ...
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SHOCK, PART 2 (THE ASSET ALLOCATOR'S DILEMMA) 11-28-2016
In Shock (Part 1) (http://blog.angelesadvisors.com/2016/11/shock-part-1/), we looked at a possible Trump economic agenda and its consequences. A large ...
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SHOCK (PART 1) 11-22-2016
Shock, a sudden drop in blood flow, is a serious medical condition. Untreated, it can quickly be fatal. There are numerous types and causes of shock, ...
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3RD QUARTER 2016 - CHANCELLORSVILLE 11-04-2016
Abraham Lincoln suffered from clinical depression his whole life, but as 1862 drew to a close, even the most cheerful were likely to be losing faith ...
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WHAT I LEARNED WHILE ATONING 10-17-2016
Twenty-four hours without food or drink is supposed to help focus the mind on the task at hand: atoning for the sins of the past year in hopes ...
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JANET YELLEN IS YOUR FRIEND 09-28-2016
I have not met Janet Yellen, but she seems like a perfectly friendly person. Yet, for some reason, investors seem to panic whenever she hints that the ...
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GIVE US YOUR POOR 09-16-2016
A large percentage of energy expended at Angeles is in evaluating, analyzing and judging investment managers. It is a core competency at Angeles, and ...
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FALLING BEHIND 08-25-2016
It's good to be tall.Tall people tend to be more highly educated, earn more over their careers, are higher in the social pecking order, and live ...
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