Latest Blog: Beach Reading - 05/08/2024
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- 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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TRUTH AND CONSEQUENCES 03-03-2019
Archaeological evidence suggests that, for thousands of years, the people who inhabited the Great Plains of North America, stretching from present-day ...
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ONLY THE LONELY 02-04-2019
My first impression when flying into Mexico City a few weeks ago was its vastness. From the air, the city seems to stretch forever. The Valley of ...
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4TH QUARTER 2018 - STUMBLE 01-10-2019
Finland is a small country of around 5 Â million people, about the population of the state of Minnesota. The country has produced one notable ...
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BOOK WRAP 12-31-2018
Time for my semi-annual book perspective. I read a lot of books, but truthfully, most of them I move through pretty quickly. In the non-fiction world, ...
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BREATHE 12-20-2018
Twenty-five hundred years, Siddhartha Gautama practiced a form of meditation that involved controlled breathing. Much later, about 700 years ago, this ...
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ANGELES CIO MICHAEL ROSEN INTERVIEWED BY BLOOMBERG 11-18-2018
Bloomberg Finance, John Tucker and Katia Porzecanski discuss the October equity selloff with Michael Rosen, Chief Investment Officer of Angeles ...
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THE INTERSECTION OF POLITICS AND INVESTING - HIGHLIGHTS (2:54) 10-16-2018
The symposium began with a review by Angeles Chief Investment Officer Michael Rosen conducting a "tour" of past midterm election results. ...
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THE INTERSECTION OF POLITICS & INVESTING - FULL (1:26:03) 10-16-2018
The symposium began with a review by Angeles Chief Investment Officer Michael Rosen conducting a "tour" of past midterm election results. ...
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3RD QUARTER 2018 - DE SCHUILPLAATS 10-15-2018
Willem ten Boom, after years of apprenticeship as a watchmaker, opened his own store in Haarlem in 1837. His son, Casper, also became a watchmaker, ...
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TALKIN' TURKEY 08-14-2018
The expression comes from Colonial America, but its exact origins are unclear, and its meaning seems to have changed over the years. Originally it was ...
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NOT BEACH READING 07-06-2018
I love the beach. And I read a lot. I like reading on the beach, but I am not a fan of beach reading. Beach reading is generally defined as light, ...
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EVERYBODY OUT'TA THE POOL 05-15-2018
Markets work through the forces of demand and supply. This axiom applies to all markets, from housing to marriage (as Gary Becker famously noted), and ...
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BEAR MARKETS, BULL MARKETS, AND (MIS)TIMING - HIGHLIGHTS (2:17) 04-18-2018
The symposium begins with Angeles' Chief Investment Officer, Michael Rosen, reviewing the history of bull and bear markets in the US, noting important ...
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BEAR MARKETS, BULL MARKETS, AND (MIS)TIMING - FULL (1:21:37) 04-18-2018
The symposium begins with Angeles' Chief Investment Officer, Michael Rosen, reviewing the history of bull and bear markets in the US, noting important ...
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1ST QUARTER 2018 - HAPPINESS 04-06-2018
Herodotus tells of the travels of Solon, the great Athenian lawgiver and jurist, who set out to travel the known world. Solon comes to Lydia and is ...
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4TH QUARTER 2017 - BEASTS 01-30-2018
Paris, at the turn of the 20th century, was the center of the world: the City of Lights embraced innovative entrepreneurs and artists alike. ...
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UPDATING THE TRIANGLE 01-03-2018
Last year, I introduced my big picture framework of assessing the relative attractiveness of markets Inside the Triangle through the lenses of ...
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(NOT) RECOMMENDED READING 12-20-2017
I don't like recommended lists. They turn experiences into a contest (and the winner is), and one reviewer's preferences may have little to do ...
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HOT AS HELL 11-16-2017
Hell is hot, as everyone knows. Everyone "knows" this, but there really is no conclusive evidence: no eyewitness reports, no scientific ...
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3RD QUARTER 2017 - GHOST MOVES 10-31-2017
Wei Qi translates as "surrounding game". It is the oldest board game in continuous play in its original form, some 3,000-4,000 years old. Confucius ...
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IT'S ABOUT TIME 09-22-2017
"Lost Time is never found again," advised Benjamin Franklin in Poor Richard's Almanack. And Dante Alighieri observed, "The wisest ...
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FOR WHAT IT'S WORTH 08-21-2017
In the summer of 1966, throngs of young people crowded the Sunset Strip in Los Angeles to hear their favorite bands. Over at the Sunset Tower, Jim ...
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2ND QUARTER 2017 - CINCINNATUS 07-27-2017
Henry Knox was the proprietor of a popular Boston book store, which afforded him time to read up on his favorite topic: military tactics and strategy. ...
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TOES IN THE SAND 07-20-2017
For me, and I think I speak for everyone on the planet, the feeling of warm sand between the toes is one of life's great pleasures. And for ...
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