Latest Blog: Mismatch - 03/20/2023
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ARTICLES & INSIGHTS
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ARTICLES & INSIGHTS
- HOME CIO INSIGHTSCOMMENTARY AND ANALYSIS FROM ANGELES' CIO, MICHAEL ROSEN ANGELES INSIGHTSRESEARCH AND PERSPECTIVES FROM THE ANGELES TEAM IN THE NEWSPRESS RELEASES, INTERVIEWS, AND PUBLICATIONS FEATURING ANGELES MARKET UPDATE SNAPSHOTSMONTHLY MARKET ANALYSIS SEARCH MEDIA
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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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4TH QUARTER 2015 - BOUNDARIES 02-03-2016
Painting has been a human endeavor probably since we developed opposable thumbs. Traditionally, painting filled one of two purposes: either ...
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DIGGING OUT 01-25-2016
The eastern United States was buried in snowstorm Jonas this weekend, from 42 inches (more than a meter for our non-US friends) in West Virginia to (a ...
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APRèS MOI LE DéLUGE 01-05-2016
In more ways than one.We greeted the new year with an actual deluge, at least here in California, as the long-promised El Niño swooped in with ...
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A YEAR-END THOUGHT 12-31-2015
This week, my college basketball team visited southern California, and I was lucky enough to spend some time with them over the past few days. I ...
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PATH TO PROGRESS 12-08-2015
Zimbabwe is a country of 14 million people. I've never been there, and I can't recall if I've ever met anyone from there, but I'm sure that the vast ...
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O PAIS DO FUTURO 11-30-2015
Charles de Gaulle (photobelow)imperious, disdainful, utterly French (and venerated for it in France)noted 50 years ago that "Brazil was the country of ...
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UNDER MY THUMB 11-20-2015
As Mick Jagger sang (screeched?) 50 years ago. The song was about turning the tables on a domineering woman (The girl who once had me down).A bit ...
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FAIRY TALES 11-19-2015
The technology bubble of the late 1990s is a distant memory for most investors, and an ignorance for the rest. But back then, companies were raising ...
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PATRICIA 10-23-2015
It's another beautiful day in Santa Monica: blue skies, a few high wisps of stratus clouds. But 1500 miles south of here is the strongest hurricane ...
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