-
-
ARTICLES & INSIGHTS
-
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
-
-
CIO INSIGHTS
282 RESULTS
SEARCH TOOLS-
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. ...
READ BLOG POST -
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: ...
READ BLOG POST -
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 ...
READ BLOG POST -
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 ...
WATCH VIDEO -
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 ...
READ COMMENTARY -
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 ...
READ BLOG POST -
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 ...
READ COMMENTARY -
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 ...
READ BLOG POST -
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 ...
READ BLOG POST -
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 ...
READ COMMENTARY -
"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, ...
READ BLOG POST -
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 ...
READ BLOG POST -
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 ...
READ COMMENTARY -
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 ...
READ BLOG POST -
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 ...
READ BLOG POST -
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 ...
READ COMMENTARY -
WHAT A START! 06-14-2022
Michael Rosen, Angeles' Chief Investment Officer, shares his thoughts on the markets in this presentation, "What a Start!" ...
VIEW VIDEO/PDF -
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 ...
READ BLOG POST -
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 ...
READ BLOG POST -
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 ...
READ COMMENTARY -
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 ...
READ BLOG POST -
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 ...
READ COMMENTARY -
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 ...
READ BLOG POST -
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 ...
READ BLOG POST
-
-
We strive build portfolios of best-in-class investment managers across all asset classes. If you would like to be considered for our portfolios, please contact us using our manager inquiries form.
- MANAGER INQUIRIES
-
SUBSCRIBE TO ANGELES' INSIGHTS
Get the latest investment information and stay on top of market trends.
SUBSCRIBE -
CONTACT US
SANTA MONICA
429 SANTA MONICA BLVD,
SUITE 650
SANTA MONICA, CA 90401
310.393.6300
GET DIRECTIONS -
NEW YORK
375 PARK AVENUE,
SUITE 2209
NEW YORK, NY 10152
212.451.9240
GET DIRECTIONS -
CHICAGO
400 N. MICHIGAN AVE,
SUITE S1700
CHICAGO, IL 60611
312.212.6843
GET DIRECTIONS -
HOUSTON
5151 SAN FELIPE ST,
SUITE 1480
HOUSTON, TX 77056
713.832.3670
GET DIRECTIONS