Latest Blog: Mismatch - 03/20/2023
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ARTICLES & INSIGHTS
- HOME CIO INSIGHTSCOMMENTARY AND ANALYSIS FROM ANGELES' CIO, MICHAEL ROSEN ANGELES INSIGHTSRESEARCH AND PERSPECTIVES FROM THE ANGELES TEAM IN THE NEWSPRESS RELEASES, INTERVIEWS, AND PUBLICATIONS FEATURING ANGELES MARKET UPDATE SNAPSHOTSMONTHLY MARKET ANALYSIS VIEW ALL MEDIA
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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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BASKETBALL IS LIFE 10-28-2021
The last commencement address I gave was in 1978. No one remembers what I said. I know this for three reasons:1. I don't remember what I said2. No ...
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3RD QUARTER 2021 - ETERNITY IN AN HOUR 10-05-2021
One day, after school, Pablo strolled along La Rambla, the wide, tree-lined pedestrian street that runs from the harbor to the Placa de Catalunya, ...
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BEACH READING 07-29-2021
A few more outstanding books for your summer readingBlack Buck, Mateo AskaripourThis is an exceptional debut novel about a brilliant (Bronx Science ...
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STOCKS, BONDS & OTHER ASSETS: ANGELES CIO MICHAEL ROSEN INTERVIEWED BY BLOOMBERG 07-08-2021
What lies ahead for stocks, bonds, and other asset classes? Our Chief Investment Officer, Michael Rosen, joins Bloomberg Radio to share his outlook on ...
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2ND QUARTER 2021 - ALL IN THE STARS 07-07-2021
Concrete has been used as a building material since the Roman Empire 2,000 years ago. It has high compressive strength (it doesn't crack under heavy ...
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BEACH READING 04-29-2021
Beach weather is upon us in Southern California, so here are some book suggestions from my last few months of reading.Love, by Roddy DoyleTwo old ...
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1ST QUARTER 2021 - COGNITIVE DISSONANCE 04-05-2021
Surgery is painful, which is why humans have experimented with various forms of anesthesia for millennia. Herbal remedies and alcohol were probably ...
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MICHAEL ROSEN NASDAQ #TRADETALKS WHEN DO YOU TAKE PROFITS 02-18-2021
When Do You Take Profits? Our Chief Investment Officer, Michael Rosen, joins Global Markets Reporter, Jill Malandrino, on Nasdaq #TradeTalks to ...
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