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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 SEARCH MEDIA
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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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NON-ZERO SUM 02-17-2017
There are prominent voices (and tweets) urging us to pull back, dig in, and lock the gate. This rising chorus of nationalism and protectionism sees a ...
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LOVE 02-14-2017
It's probably no surprise to you that I see offering world-class investment advice as a valuable service for the long-term well-being of our ...
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4TH QUARTER 2016 - FINLAND STATION 01-25-2017
After three years of war, and really, three centuries of Romanov repression, the Russian people had reached their breaking point. The Tsars army ...
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SHOCK, PART 4 (DIVIDED WE ARE) 12-21-2016
We began this series with a review of the likely economic policies and their implications of the new Trump administration, and discussed the long-term ...
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SHOCK, PART 3 (THE END OF PAX AMERICANA) 12-13-2016
We are all trying to make sense of the election of Donald J. Trump to the presidency, and a few weeks ago I outlined the possible economic agenda and ...
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SHOCK, PART 2 (THE ASSET ALLOCATOR'S DILEMMA) 11-28-2016
In Shock (Part 1) (http://blog.angelesadvisors.com/2016/11/shock-part-1/), we looked at a possible Trump economic agenda and its consequences. A large ...
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SHOCK (PART 1) 11-22-2016
Shock, a sudden drop in blood flow, is a serious medical condition. Untreated, it can quickly be fatal. There are numerous types and causes of shock, ...
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3RD QUARTER 2016 - CHANCELLORSVILLE 11-04-2016
Abraham Lincoln suffered from clinical depression his whole life, but as 1862 drew to a close, even the most cheerful were likely to be losing faith ...
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WHAT I LEARNED WHILE ATONING 10-17-2016
Twenty-four hours without food or drink is supposed to help focus the mind on the task at hand: atoning for the sins of the past year in hopes ...
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JANET YELLEN IS YOUR FRIEND 09-28-2016
I have not met Janet Yellen, but she seems like a perfectly friendly person. Yet, for some reason, investors seem to panic whenever she hints that the ...
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GIVE US YOUR POOR 09-16-2016
A large percentage of energy expended at Angeles is in evaluating, analyzing and judging investment managers. It is a core competency at Angeles, and ...
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FALLING BEHIND 08-25-2016
It's good to be tall.Tall people tend to be more highly educated, earn more over their careers, are higher in the social pecking order, and live ...
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NEGATIVE NEGATIVE IS POSITIVE 08-22-2016
Housing is a small part of the larger economic picture, contributing only about 5% to GDP (although includingall the ancillary and related services ...
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2ND QUARTER 2016 - FISSION 07-26-2016
University of Chicago is known for its excellent academics, not so much for its athletic prowess. But that wasnt always the case. One hundred years ...
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RUPTURE 06-28-2016
[nota bene: this is a long one; if you don't have time, just skip to the summary at the end. I promise, no hard feelings.]The political experts ...
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LA JUSTICE? 06-07-2016
I'm not French, and I'm not a lawyer. So I am certainly not a French lawyer. These facts may be obvious, but I state them as a possible explanation ...
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FLOATING OIL 05-24-2016
Oil has had a nice recovery this year (see graph for Brent, YTD), up about 18% to over $48/barrel today. Of course, this is still well below the ...
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