Latest Blog: Mismatch - 03/20/2023
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ARTICLES & INSIGHTS
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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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FAIRY TALES 11-19-2015
The technology bubble of the late 1990s is a distant memory for most investors, and an ignorance for the rest. But back then, companies were raising ...
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PATRICIA 10-23-2015
It's another beautiful day in Santa Monica: blue skies, a few high wisps of stratus clouds. But 1500 miles south of here is the strongest hurricane ...
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I'M SWISS 10-13-2015
No question, this has been a challenging year. Virtually every financial asset class is struggling. Stocks are down, bonds are down, gold is down, oil ...
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URSA MINOR 10-02-2015
The bears are stirring. Not yet rampaging, but there's a lot of red ink across most markets.Today's jobs report was weak. No honey-coating it, it was ...
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3RD QUARTER 2015 - GO WEST (AND EAST, NORTH AND SOUTH) 10-01-2015
Humans have inhabited the earth for what is a mere blink of the eye. The Universe was formed around 13 Â billion years ago, the Earth 7 billion ...
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YOGI 09-24-2015
Baseball, more than any other sport, by far, has drawn its share of colorful characters. I don't know why that is, but it is.This week, we lost one of ...
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DROP (IN THE BUCKET) 09-15-2015
Markets will fluctuate, as Pierpont Morgan caustically observed. And "fluctuate" means down as well as up. Perhaps I, too, am being caustically ...
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MAULED 09-11-2015
Investors in Emerging Markets could be forgiven for feeling as if they've gone 15 rounds with Ronda Rousey (see below). Or, more like 3 years with ...
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JOBS 09-04-2015
Markets have taken today's employment release as evidence of a weakeningjobs market. A mere 173,000 net new jobs were added in August, below the ...
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PICKING UP THE PACE 08-28-2015
Lost amidst the market turmoil this week were a number of reports of a strengthening US economy. Consumer confidence soared last month, as did new ...
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JOLT 08-25-2015
Two weeks ago (13 August, No Panic (Yet)) I noted that the renminbi devaluation was officially described as a modest alignment with market forces, ...
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LAND OF BORAT 08-20-2015
I probably should not confess to enjoying Borat (full title:Borat: Cultural Learnings of America for Make Benefit Glorious Nation of Kazakhstan), 86 ...
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NO PANIC (YET) 08-13-2015
Earlier this week, China devalued its currency 1.9% against the US dollar. On one level, this is not a big deal. China's currency has been ...
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CRIMINALS IN DIAPERS 08-05-2015
Japan grew from the (literal) ashes of the Second World War to become the second largest economy in the world by creating products we all wanted. Some ...
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DRY HOLE 07-29-2015
Southern California just had the wettest July on record, the Angels were rained out of a home game for the first time in 20 years, and we're all ...
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HOT BIDDING 07-27-2015
The housing recovery, from its worst downturn since at least the 1930s, has been steady, but much less robust than most had expected. There are many ...
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PLUNGING 07-24-2015
Commodity prices are in free fall. The Bloomberg Commodity Price Index (5-year chart below) is off about 30% in the last year. Gold is dropping toward ...
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WILD, WILD EAST 07-13-2015
The central planners in Beijing have gotten so much right for the past three decades, that they might be forgiven for believing in their own ...
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??? 07-06-2015
I'm not sure why the pundits were predicting the Greeks would volunteer to walk meekly to their certain ruin, but the vote yesterday apparently ...
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2ND QUARTER 2015 - CLOSE HAUL 07-01-2015
Sailing has been an inextricable companion of human development and civilization. Artifacts over 7,000 years old contain pictures of sail boats, more ...
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PUERTO POBRE 06-30-2015
An honest politician may be oxymoronic (or is just moronic?), or maybe it's the black swan that surprises us when seen. Either way, Alejandro Garcia ...
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DRAMA/DRACHMA 06-29-2015
Here we go again, as Ronald Reagan used to say. Asian equities off 2-3%, Europe down 3-4%, Treasuries rallying, gold up. What's going on?The latest ...
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MORE ON RATES... 06-26-2015
A few days ago (Beginning's End) I suggested 2015 might turn out to be the worst year for bond investors in the past three decades. Here are some ...
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BEGINNING'S END 06-23-2015
In November 1942, with the Battle for Egypt under way, Winston Churchill addressed his nation with these words:Now this is not the end. It is not even ...
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