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Investment Insights
321 Results-
![3rd Quarter 2019 - Red Scare]()
6 Nov, 20193rd 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...
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![Balance]()
29 Oct, 2019Balance
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 ...
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![No Winners]()
7 Aug, 2019No 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, ...
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![More (Not Necessarily) Beach Reading]()
29 Jul, 2019More (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 ...
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![2nd Quarter 2019 - Sustain]()
2 Jul, 20192nd Quarter 2019 - Sustain
Sustain reflects on business, family and how investors can effect positive change.
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![Bring Home the Bacon]()
16 May, 2019Bring Home the Bacon
Bacon sure is popular. McDonalds, which probably has the best pulse on Americans culinary tastes, introduced Cheesy Bacon Fries for a few months earlier this ...
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![1st Quarter 2019 - In the Dust]()
16 Apr, 20191st 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.
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![The Importance of Investment Access and Diversification]()
15 Apr, 2019The Importance of Investment Access and Diversification
The investment and wealth management landscapes are ever evolving, and complexity has only increased over the years. In todays world, high net worth families and individuals need the tools to navigate and gain access to interconnected global...
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![Inversion]()
12 Apr, 2019Inversion
Say "inversion" to a Californian, and the most likely word association is layer. Its our topography that causes this phenomenon, accounting for the haze, smog and ...
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![Truth and Consequences]()
3 Mar, 2019Truth and Consequences
Archaeological evidence suggests that, for thousands of years, the people who inhabited the Great Plains of North America, stretching from present-day Canada to ...
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![Only the Lonely]()
4 Feb, 2019Only the Lonely
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 Mexico has been ...
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![4th Quarter 2018 - Stumble]()
10 Jan, 20194th Quarter 2018 - Stumble
Finland is a small country of around 5.5 million people, about the population of the state of Minnesota. The country has produced one notable musician, Jean Sibelius, and one global company in Nokia.
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![Angeles' Proprietary Capital Market Assumptions]()
1 Jan, 2019Angeles' Proprietary Capital Market Assumptions
Each year our capital market assumptions undergo a rigorous review process, because a robust modeling framework plays a vital role in the formulation of investment policy.
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![Book Wrap]()
31 Dec, 2018Book Wrap
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, I find many ...
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![Breathe]()
20 Dec, 2018Breathe
Twenty-five hundred years, Siddhartha Gautama practiced a form of meditation that involved controlled breathing. Much later, about 700 years ago, this practice, ...
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![3rd Quarter 2018 - De Schuilplaats]()
15 Oct, 20183rd Quarter 2018 - De Schuilplaats
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, and the trade was passed down to Casper's children.
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![Benefits of Outsourced Chief Investment Office (OCIO)]()
7 Sep, 2018Benefits of Outsourced Chief Investment Office (OCIO)
Better governance. Greater accountability. Increased scale. For institutional investors with constrained resources, outsourced investment management conveys these advantages and more.
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![Talkin' Turkey]()
14 Aug, 2018Talkin' Turkey
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 a phrase ...
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![Not Beach Reading]()
6 Jul, 2018Not Beach Reading
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, pleasurable, ...
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![Everybody Out'ta the Pool]()
15 May, 2018Everybody Out'ta the Pool
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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![1st Quarter 2018 - Happiness]()
6 Apr, 20181st Quarter 2018 - Happiness
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 brought to its king, Croesus, said to be the wealthiest man in the world.
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![Importance of Back Office Support]()
2 Apr, 2018Importance of Back Office Support
A well-resourced OCIO combines experience with scalable technology to streamline cash flow management, portfolio rebalancing, and trade execution, while also addressing ongoing legal, accounting, and compliance matters with detailed expertise.
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![4TH QUARTER 2017 - BEASTS]()
30 Jan, 20184TH QUARTER 2017 - BEASTS
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]()
3 Jan, 2018Updating the Triangle
Last year, I introduced my big picture framework of assessing the relative attractiveness of markets Inside the Triangle through the lenses of valuation, momentum and sentiment. To recap, the ...
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