CIO INSIGHTS

282 RESULTS

• 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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• NOT DEAD YET 07-13-2017

  According to the National Bureau of Economic Research (NBER), the self-acclaimed arbiter of economic debate in this country, the current economic ...

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• HUMANS! WHAT ARE THEY GOOD FOR? 06-29-2017

  It looks like the world is turning against humans. I've talked before about the rise of robots in manufacturing (2016 Angeles Independent School ...

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• BEWARE PARABOLAS AND POPULISTS 06-13-2017

  In scouring the world for investment opportunities, the chart above caught my attention. It shows the year-to-date performance of the Caracas stock ...

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• ECONOMICS IN ACTION 06-12-2017

  The intersection of supply and demand determines price and quantity: there is no more fundamental principle of economics (see graph below). We rarely ...

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• JOB GROWTH IS FALLING. THE SKY IS NOT. 06-02-2017

  Today's jobs report was disappointing: only 138,000 net new jobs created in May (the consensus had it pegged at 182,000), another 66,000 lost in ...

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• 1ST QUARTER 2017 - THE LAST SHOGUN 05-08-2017

  Japan has been ruled by the Yamato dynasty for nearly 2,700 years, the longest continuous monarchy in the world. From Jimmu to kihito, 125 emperors ...

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• HOPE AND REALITY 04-06-2017

  Why is everyone so happy? Well, maybe not everyone, but a lot of people are as optimistic as they've been in a long while. Start by looking at ...

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• CHASING THE RED BARON 03-31-2017

  You can't eat relative returns is an old aphorism. It sounds like it could come out of Poor Richard's Almanac (Benjamin Franklin), and I'm ...

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