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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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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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