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• NEW OWNERS 04-01-2015

  A few years, I was at a conference, standing in a buffet line. I must have become fixated on extracting the blueberries from the fruit platter (I ...

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• 1ST QUARTER 2015 - FUNAMBULISM 04-01-2015

  Sports have been an integral part of human existence since, well, the beginning. Drawings in the Lascaux caves in France from more than 17,000 years ...

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• NEGATIVE YIELDS 03-19-2015

  One of the (many) perplexing phenomena facing investors is the persistent (and falling) low yields on government bonds.Most of the time, we look to ...

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• ERIN GO BRAGH! 03-17-2015

  In honor of St. Patrick, I thought I'd share this (mostly) green chart with you, showing the DJIA over the past 115 years, delineated by bull and bear ...

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• REBALANCINGS 03-16-2015

  Apologies for slipping on the blogs, but I've been traveling around the continent, from Alaska to DC.One of the more common questions/comments we've ...

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• ANGELES INVESTMENT ADVISORS ADMITS NEW MEMBER 03-15-2015

  Angeles Investment Advisors announced today that Michael J. Burlon was admitted as a new member of the company. Angeles is now wholly owned by eight ...

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• NOT DEFLATION 02-26-2015

  The Consumer Price Index dropped 0.7% in January, bringing the year-over-year change to negative 0.1%. With the exception of the 2008 financial ...

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• DIVERSIFY 02-19-2015

  Each year for clients we update a very colorful graphic ranking the annual performance of various asset classes. Each asset class has its own color, ...

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• PATIENCE 02-17-2015

  Interest rate cycles are long: lasting not years, but decades. Consequently, we don't have many data points for statistically significant conclusions ...

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• WHERE HAVE ALL THE BONDS GONE? 02-09-2015

  Apologies to Pete Seeger for stealing his song lyric, but I think bonds and flowers are sufficiently different that he wouldn't mind.The chart below ...

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• TED ELIOPOULOS: CALPERS' $300-BILLION MAN 02-08-2015

  "It's perfectly possible to be a very effective leader even if you don't have all the experience in the weeds," said Michael Rosen, a principal at ...

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• DOLLAR 02-06-2015

  My quarterly letter talks about the strength of the US dollar and why it should continue to rise (see Chart below), but I wanted to note here the huge ...

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• JOBS, JOBS, JOBS 02-06-2015

  The US economy is stronger than we think: 257,000 net new jobs in January, but another 404,000 jobs were "found" (due to a recalculation) in November ...

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• PIMCO FUND HAD $11.6 BILLION OF WITHDRAWALS IN JANUARY 02-03-2015

  At this point, most people who've decided to exit have exited," Michael Rosen. "I think that's probably right unless performance starts deteriorating ...

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• CONSENSUS 01-28-2015

  Europe is a mess, everyone agrees: poor demographics, sclerotic and oppressive regulation, political dysfunction. European stocks lost 6% last year as ...

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• FOR VANGUARD, THESE ARE THE BEST OF TIMES 01-26-2015

  Others agree. "The trend toward passive investing is something (Vanguard founder) John Bogle really believed in," said Michael Rosen, a principal of ...

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• VANGUARD'S FUNDS REACH NEW HEIGHTS 01-26-2015

  Although Mr. Rosen said he still believes in active management " "it just requires the right mix of resources, experience, organization and ...

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• STATISTICS 01-20-2015

  Mark Twain wrote in his autobiography that there are three kinds of lies: lies, damned lies and statistics. How true.Revenue can be deferred (or ...

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• SWISS CHEESE 01-15-2015

  Back in 2011, as talk of the Eurozone disintegrating was at high pitch, investors fled to the perceived safety of the Swiss franc (CHF). Naturally, ...

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• WHY HIGH-YIELD DEBT SELLOFF ISN'T 2007 ALL OVER AGAIN. OR IS IT? 01-15-2015

  Just as many underestimated the effect defaulting subprime mortgages would have on financial markets in 2008, investors pulling money from high-yield ...

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• MARKET COMMENTARY 01-13-2015

  A Secular Bull Market is generally defined as a long-term bullish trend consisting of larger bull markets and smaller bear markets or corrections. In ...

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• IN VANGUARD'S SHADOW, SMALL FIRM SCORES TWEAKING INDEXES 01-13-2015

  "Educated advisers are more likely to prevent their clients from making radical changes when markets drop," said Rosen. "The fact that those assets ...

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• DODGE & COX GROWS ON PERFORMANCE, PIMCO FLOW 01-12-2015

  While performance at both funds is strong, it's clear the Dodge & Cox bond strategy benefited from outflows at PIMCO, said investment consultant ...

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• WEIGHTY 01-08-2015

  Among new year resolutions, losing weight tops the list for the majority of Americans. Actually, I made up that statistic, but in my defense, (a) it ...

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