CIO INSIGHTS

248 RESULTS

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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. ...

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  PENSIONS SEE OPPORTUNITIES IN DISTRESSED DEBT AS BUSINESSES STRUGGLE 09-10-2020

  "That doesn't mean it's a bad idea. But it probably means that it's not as attractive as many people think it may be." Rosen cautions that there is no ...

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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 ...

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  SUNRISE OR SUNSET: THOUGHTS ON A POST-PANDEMIC WORLD (PART 2) 05-29-2020

  In Part 1 (), we outlined an economic backdrop of weak growth, high levels of government debt, cautious consumers, higher taxes and rising trade ...

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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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