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  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 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 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 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) 09-07-2018

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

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  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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  2ND QUARTER 2018 - EN VOGUE 07-17-2018

  Nothing about her beginnings in rural France pointed to a life other than one of poverty, obscurity and a likely early death. Her unwed mother was a ...

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  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 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 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 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 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 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 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 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 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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  IT'S ABOUT TIME 09-22-2017

  "Lost Time is never found again," advised Benjamin Franklin in Poor Richard's Almanack. And Dante Alighieri observed, "The wisest ...

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  FOR WHAT IT'S WORTH 08-21-2017

  In the summer of 1966, throngs of young people crowded the Sunset Strip in Los Angeles to hear their favorite bands. Over at the Sunset Tower, Jim ...

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  2ND QUARTER 2017 - CINCINNATUS 07-27-2017

  Henry Knox was the proprietor of a popular Boston book store, which afforded him time to read up on his favorite topic: military tactics and strategy. ...

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  TOES IN THE SAND 07-20-2017

  For me, and I think I speak for everyone on the planet, the feeling of warm sand between the toes is one of life's great pleasures. And for ...

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  NOT DEAD YET 07-13-2017

  According to the National Bureau of Economic Research (NBER), the self-acclaimed arbiter of economic debate in this country, the current economic ...

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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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