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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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  HOUSING HAS LEGS 05-24-2016

  Surprisingly strong housing numbers out this morning: new single-family homes rose 16.6% in April to an annual pace of 616,000 (see chart below), well ...

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  INSIDE THE TRIANGLE 05-23-2016

  Complexity makes investing so challenging. Unlike the pure sciences, there are no hard truths in investing, no discoverable axioms that determine ...

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  2016 - 1ST QUARTER COMMENTARY 05-17-2016

  To read more, download the full 16 page PDF: ...

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  MANAGING HOME BIAS: DEFENDING THE VALUE OF GLOBAL EQUITIES 05-10-2016

  Home Bias is the tendency for investors to overallocate to domestic investments regardless of the benefits of global diversification in terms of both ...

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  1ST QUARTER 2016 - FOUNDATIONS 05-04-2016

  Some of the most impressive accomplishments in human history were born of vanity, some rose from sheer curiosity, some were driven by commerce, others ...

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  STILL IN NEUTRAL 04-07-2016

  The first quarter began with a bang and ended with a whimper. At least, that's the message from the VIX (volatility indexsee below). Bouncing around ...

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  LABORING 03-24-2016

  In some respects, this is a golden age for labor. The unemployment rate has dropped to 4.9% from a high of 10% in October 2009. It's not quite as low ...

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  IN A HOLE 03-04-2016

  Two months ago, I offered some hope that drop we saw on the first day of 2016 was a good omen for the rest of the month and year ...

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