-
Insights from our CIO
-
Insights from our CIO
-
CIO Insights are written by Angeles' CIO Michael Rosen
Michael has more than 35 years experience as an institutional portfolio manager, investment strategist, trader and academic.
RSS: CIO Blog | All Media
-
18 Aug, 2020
Disconnect: How Can Markets Be At All-Time Highs When the World Around Us Is Collapsing?
Answer: Markets reflect the dynamism and adaptability of private companies, not geopolitical events or socioeconomic upheaval.Many find this conclusion surprising, non-intuitive, but on our recent ...
-
11 Aug, 2020
Beach Reading
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 encounters. This is mostly "serious beach" ...
-
3 Aug, 2020
2020 Webinar - How Can Markets be at All-Time Highs When the World is Collapsing
How do investors navigate stock market highs amid historic U.S. unemployment, a global pandemic, civil unrest, and an upcoming U.S. presidential election?
-
7 Jul, 2020
2nd Quarter 2020 - Dreams Deferred
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 father and a house cleaner / sometime-Methodist minister mother. This small town was certainly...
-
3 Jun, 2020
Angeles Response to Protests and Recent Events
Angeles stands with those who struggle, and we stand with all who exercise their liberties to protest injustice.
-
2 Jun, 2020
Earthrise or Earthset: Thoughts on a Post-Pandemic World (Part 3)
Source: NASAWeak economic growth and low investment returns are the prospects we discussed in the first two parts of this series ...
-
29 May, 2020
Sunrise or Sunset: Thoughts on a Post-Pandemic World (Part 2)
In Part 1 (https://www.angelesinvestments.com/institutional-insights/sunrise-or-sunset-thoughts-on-a-post-pandemic-world-part-1), we outlined an economic backdrop of weak growth, high levels of ...
-
27 May, 2020
Sunrise or Sunset: Thoughts on a Post-Pandemic World (Part 1)
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 incomplete, it's still early, and our ...
-
26 Apr, 2020
Memento Mori
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 the adulation of the hundreds of thousands of ...
-
15 Apr, 2020
What's Down With Oil?
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 in economics is the relationship among demand, ...
-
14 Apr, 2020
(Not Yet) Beach Reading
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 ourselves. So I offer a selection of three books I've ...
-
8 Apr, 2020
1st Quarter 2020 - La Peste
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 hospital where he worked. Each day, he would spend a few minutes chatting with his building's...
-
5 Mar, 2020
Michael Rosen on Bloomberg TV March 5th, 2020
Our Chief Investment Officer, Michael Rosen appeared on Bloomberg TV, Thursday March 5, 2020, to discuss his views on the investment implications of the recent market volatility.
-
25 Feb, 2020
Put Down the Gun
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 fortunes, along with thousands more women, children, ...
-
14 Jan, 2020
From the Kentucky Coal Mines to the California Sun
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 Kentucky, from 1930-1972.Rupp won five national ...
-
9 Jan, 2020
4th Quarter 2019 - Una Rosa Blanca
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 if, what do you expect?), but the story is a bit more convoluted than simple negligence...
-
18 Dec, 2019
Fireside Reading
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. Following are some of the books I enjoyed over the ...
-
6 Nov, 2019
3rd Quarter 2019 - Red Scare
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 been swept from the streets when thernnational mood of exuberance and exultation turned quickly...
-
29 Oct, 2019
Balance
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 buildings, it was on rollers). Two weeks later, on ...
-
7 Aug, 2019
No Winners
Berry Gordy, the legendary founder of Motown Records, had a genius for spotting talent and creating stars: Mary Wells, Diana Ross and Gladys Knight; Marvin Gaye, Smokey Robinson, Stevie Wonder and the ...
-
29 Jul, 2019
More (Not Necessarily) Beach Reading
For many people, the beach is an escape, and they want their beach books to transport them to worlds of fantasy. Coming up with a recommended beach reading list is a challenge for me for two reasons: ...
-
2 Jul, 2019
2nd Quarter 2019 - Sustain
Sustain reflects on business, family and how investors can effect positive change.
-
16 May, 2019
Bring Home the Bacon
Bacon sure is popular. McDonald's, which probably has the best pulse on Americans' culinary tastes, introduced Cheesy Bacon Fries for a few months earlier this year, to great acclaim, and this ...
-
16 Apr, 2019
1st Quarter 2019 - In the Dust
One of the most popular writers of the 20th century was born, and died, in Manhattan. Kansas, and New York, that is, respectively. Damon Runyon was born to a family of newspapermen.