Latest Blog: Beach Reading - 09/18/2023
-
-
ARTICLES & INSIGHTS
-
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
-
-
SEARCH Investment Insights ANY TYPE ANY DATE
306 RESULTS
SEARCH TOOLS-
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 ...
READ BLOG POST -
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 ...
READ COMMENTARY -
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 ...
READ BLOG POST -
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 ...
READ BLOG POST -
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 ...
READ BLOG POST -
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 ...
READ BLOG POST -
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 ...
READ BLOG POST -
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 ...
READ BLOG POST -
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 ...
READ BLOG POST -
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 ...
READ BLOG POST -
I'M SWISS 10-13-2015
No question, this has been a challenging year. Virtually every financial asset class is struggling. Stocks are down, bonds are down, gold is down, oil ...
READ BLOG POST -
URSA MINOR 10-02-2015
The bears are stirring. Not yet rampaging, but there's a lot of red ink across most markets.Today's jobs report was weak. No honey-coating it, it was ...
READ BLOG POST -
3RD QUARTER 2015 - GO WEST (AND EAST, NORTH AND SOUTH) 10-01-2015
Humans have inhabited the earth for what is a mere blink of the eye. The Universe was formed around 13 Â billion years ago, the Earth 7 billion ...
READ COMMENTARY -
YOGI 09-24-2015
Baseball, more than any other sport, by far, has drawn its share of colorful characters. I don't know why that is, but it is.This week, we lost one of ...
READ BLOG POST -
DROP (IN THE BUCKET) 09-15-2015
Markets will fluctuate, as Pierpont Morgan caustically observed. And "fluctuate" means down as well as up. Perhaps I, too, am being caustically ...
READ BLOG POST -
MAULED 09-11-2015
Investors in Emerging Markets could be forgiven for feeling as if they've gone 15 rounds with Ronda Rousey (see below). Or, more like 3 years with ...
READ BLOG POST -
JOBS 09-04-2015
Markets have taken today's employment release as evidence of a weakeningjobs market. A mere 173,000 net new jobs were added in August, below the ...
READ BLOG POST -
PICKING UP THE PACE 08-28-2015
Lost amidst the market turmoil this week were a number of reports of a strengthening US economy. Consumer confidence soared last month, as did new ...
READ BLOG POST -
JOLT 08-25-2015
Two weeks ago (13 August, No Panic (Yet)) I noted that the renminbi devaluation was officially described as a modest alignment with market forces, ...
READ BLOG POST -
LAND OF BORAT 08-20-2015
I probably should not confess to enjoying Borat (full title:Borat: Cultural Learnings of America for Make Benefit Glorious Nation of Kazakhstan), 86 ...
READ BLOG POST -
NO PANIC (YET) 08-13-2015
Earlier this week, China devalued its currency 1.9% against the US dollar. On one level, this is not a big deal. China's currency has been ...
READ BLOG POST -
CRIMINALS IN DIAPERS 08-05-2015
Japan grew from the (literal) ashes of the Second World War to become the second largest economy in the world by creating products we all wanted. Some ...
READ BLOG POST -
DRY HOLE 07-29-2015
Southern California just had the wettest July on record, the Angels were rained out of a home game for the first time in 20 years, and we're all ...
READ BLOG POST -
HOT BIDDING 07-27-2015
The housing recovery, from its worst downturn since at least the 1930s, has been steady, but much less robust than most had expected. There are many ...
READ BLOG POST
-
-
We strive build portfolios of best-in-class investment managers across all asset classes. If you would like to be considered for our portfolios, please contact us using our manager inquiries form.
- MANAGER INQUIRIES
-
SUBSCRIBE TO ANGELES' INSIGHTS
Get the latest investment information and stay on top of market trends.
SUBSCRIBE -
CONTACT US
SANTA MONICA
429 SANTA MONICA BLVD,
SUITE 650
SANTA MONICA, CA 90401
310.393.6300
GET DIRECTIONS -
NEW YORK
375 PARK AVENUE,
SUITE 2209
NEW YORK, NY 10152
212.451.9240
GET DIRECTIONS -
CHICAGO
400 N. MICHIGAN AVE,
SUITE S1700
CHICAGO, IL 60611
312.212.6843
GET DIRECTIONS -
HOUSTON
5151 SAN FELIPE ST,
SUITE 1480
HOUSTON, TX 77056
713.832.3670
GET DIRECTIONS