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    • MORE (NOT NECESSARILY) BEACH READING

      MORE (NOT NECESSARILY) BEACH READING 07-29-2019

      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 ...

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    • 2ND QUARTER 2019 - SUSTAIN

      2ND QUARTER 2019 - SUSTAIN 07-02-2019

      Sustain reflects on business, family and how investors can effect positive change. ...

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    • BRING HOME THE BACON

      BRING HOME THE BACON 05-16-2019

      Bacon sure is popular. McDonald's, which probably has the best pulse on Americans' culinary tastes, introduced Cheesy Bacon Fries for a few ...

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    • 1ST QUARTER 2019 - IN THE DUST

      1ST QUARTER 2019 - IN THE DUST 04-16-2019

      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 ...

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    • THE IMPORTANCE OF INVESTMENT ACCESS AND DIVERSIFICATION

      THE IMPORTANCE OF INVESTMENT ACCESS AND DIVERSIFICATION 04-15-2019

      The investment and wealth management landscapes are ever evolving, and complexity has only increased over the years. In todays world, high net worth ...

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    • INVERSION

      INVERSION 04-12-2019

      Say "inversion" to a Californian, and the most likely word association is "layer." It's our topography that causes this phenomenon, ...

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    • TRUTH AND CONSEQUENCES

      TRUTH AND CONSEQUENCES 03-03-2019

      Archaeological evidence suggests that, for thousands of years, the people who inhabited the Great Plains of North America, stretching from present-day ...

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    • ONLY THE LONELY

      ONLY THE LONELY 02-04-2019

      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 ...

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    • 4TH QUARTER 2018 - STUMBLE

      4TH QUARTER 2018 - STUMBLE 01-10-2019

      Finland is a small country of around 5 Â million people, about the population of the state of Minnesota. The country has produced one notable ...

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    • ANGELES' PROPRIETARY CAPITAL MARKET ASSUMPTIONS

      ANGELES' PROPRIETARY CAPITAL MARKET ASSUMPTIONS 01-01-2019

      Each year our capital market assumptions undergo a rigorous review process, because a robust modeling framework plays a vital role in the formulation ...

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    • BOOK WRAP

      BOOK WRAP 12-31-2018

      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, ...

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    • BREATHE

      BREATHE 12-20-2018

      Twenty-five hundred years, Siddhartha Gautama practiced a form of meditation that involved controlled breathing. Much later, about 700 years ago, this ...

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    • 3RD QUARTER 2018 - DE SCHUILPLAATS

      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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    • BENEFITS OF OUTSOURCED CHIEF INVESTMENT OFFICE (OCIO)

      BENEFITS OF OUTSOURCED CHIEF INVESTMENT OFFICE (OCIO) 09-07-2018

      Better governance. Greater accountability. Increased scale. For institutional investors with constrained resources, outsourced investment management ...

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    • TALKIN' TURKEY

      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

      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

      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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    • 1ST QUARTER 2018 - HAPPINESS

      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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    • IMPORTANCE OF BACK OFFICE SUPPORT

      IMPORTANCE OF BACK OFFICE SUPPORT 04-02-2018

      A well-resourced OCIO combines experience with scalable technology to streamline cash flow management, portfolio rebalancing, and trade execution, ...

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    • 4TH QUARTER 2017 - BEASTS

      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

      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

      (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

      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

      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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