CIO INSIGHTS

282 RESULTS

• BEACH READING 09-18-2023

  September is still beach time, so I have a few more recommendations for you. One nonfiction and four fiction, including my (so far) book of the year. ...

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• BEACH READING 08-10-2023

  There's still a lot of summer left, so I have five nonfiction and five fiction recommendations for your beach reading.NonfictionThe Half-Known Life: ...

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• SATISFACTION 08-07-2023

  Why does the Fed insist that low unemployment drives higher inflation? Policymakers' imagination is being fired by useless information, and they just ...

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• GIVING "FOXY" A VOICE - A DISCUSSION WITH MICHAEL ROSEN ON Q2-2023 COMMENTARY 07-27-2023

  In this discussion, Angeles CIO Michael Rosen & Managing Director Garry Duncan delve into the core themes of Michael's Q2 Commentary, "Foxy". The ...

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• 2ND QUARTER 2023 - FOXY 07-06-2023

  A famous 20th century philosopher finds wisdom in an ancient Greek poet, and in so doing, shows us the path to successful investing. Please enjoy this ...

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• BEACH READING 06-20-2023

  Most of you know that I don't favor romance novels for reading on the beach (or anywhere else, for that matter, although that's not a judgment about ...

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• 1ST QUARTER 2023 - DAM(N) 04-11-2023

  Western Pennsylvania is home of the Allegheny Mountains, part of the vast Appalachian chain that runs 1,500 miles from Alabama to Newfoundland. It is ...

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• FIRESIDE READING 03-30-2023

  Six fiction and seven nonfiction books to recommend. Happy reading!FictionLessons in Chemistry, Bonnie GarmusElizabeth Zott is a talented chemistry ...

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• MISMATCH 03-20-2023

  Bankers have always had a bad rap. Cicero, writing in De Officiis in 44 BCE, referenced Cato the Elder, the great Roman philosopher, who, when asked ...

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• 4TH QUARTER 2022 - KAPITALISMUS 01-05-2023

  Revolution spread like wildfire throughout Europe and around the globe in 1848, seemingly out of nowhere. There were early uprisings that year in ...

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• "EVERYTHING HUMAN IS PATHETIC" 11-18-2022

  This is what comes to my mind as I watch the debacle that is FTX imploding.Most legal documents and court filings are painful to read: verbose, ...

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• FIRESIDE READING 10-18-2022

  It's still beach reading weather in Southern California, but fireside reading seems more appropriate for mid-October. I have three non-fiction and ...

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• 3RD QUARTER 2022 - SKYWAVE 10-07-2022

  On a cold winter day in Devon, England, 75-year-old Oliver Heaviside climbed a ladder by his house to inspect the roof. He slipped and fell and died ...

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• THE G.O.A.T. 08-01-2022

  John Harris owned a skating rink in Pittsburgh. In 1940, he invited Olympic star Sonja Henie to skate between periods of professional hockey games to ...

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• BEACH READING 07-19-2022

  It is definitely beach weather, and I have a dozen recommendations for you. Happy reading! FictionDay for Night, Frederich ReikenMesmerizing ...

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• 2ND QUARTER 2022 - PENDULUM 07-11-2022

  Aristarchus of Samos was the first to propose a heliocentric model of the universe, 2,300 years ago. Observing the time it took for the Earth's shadow ...

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• WHAT A START! 06-14-2022

  Michael Rosen, Angeles' Chief Investment Officer, shares his thoughts on the markets in this presentation, "What a Start!" ...

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• YELLOW FLAG 05-10-2022

  When cars crash in an auto race, the yellow flag comes out. This requires drivers to slow down and stay in their positions, allowing time for the ...

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• BEACH READING 04-23-2022

  The Lincoln Highway, Amor TowlesEmmett Watson is released from prison when his father dies to take care of his younger brother Billy. Greeting Emmett ...

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• 1ST QUARTER 2022 - SHATTERING 04-11-2022

  So much of our world seems to be shattering around us. This letter, Shattering, looks at another period where old orders were collapsing through the ...

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• FIRESIDE READING 02-08-2022

  It's beach weather in LA this week, but in deference to the rest of the country, we'll stay with Fireside Reading. Three amazing novels and one ...

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• 4TH QUARTER 2021 - OPTICS 01-12-2022

  Euclid wrote Elements 2,300 years ago. It consists of thirteen volumes of mathematical proofs, essentially inventing the field of geometry. It is the ...

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• RICK 12-16-2021

  To fail or to suffice? It doesn't quite have the cadence of Shakespeare, admittedly. It is not the existential question that grips (and eventually ...

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• BEACH READING 11-12-2021

  I was expecting this to be a Fireside Reading post, but we are having a heat wave in Southern California that is sending me to the beach. So here are ...

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