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ARTICLES & INSIGHTS
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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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