-
-
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
305 RESULTS
SEARCH TOOLS-
WILD, WILD EAST 07-13-2015
The central planners in Beijing have gotten so much right for the past three decades, that they might be forgiven for believing in their own ...
READ BLOG POST -
??? 07-06-2015
I'm not sure why the pundits were predicting the Greeks would volunteer to walk meekly to their certain ruin, but the vote yesterday apparently ...
READ BLOG POST -
2ND QUARTER 2015 - CLOSE HAUL 07-01-2015
Sailing has been an inextricable companion of human development and civilization. Artifacts over 7,000 years old contain pictures of sail boats, more ...
READ COMMENTARY -
PUERTO POBRE 06-30-2015
An honest politician may be oxymoronic (or is just moronic?), or maybe it's the black swan that surprises us when seen. Either way, Alejandro Garcia ...
READ BLOG POST -
DRAMA/DRACHMA 06-29-2015
Here we go again, as Ronald Reagan used to say. Asian equities off 2-3%, Europe down 3-4%, Treasuries rallying, gold up. What's going on?The latest ...
READ BLOG POST -
MORE ON RATES... 06-26-2015
A few days ago (Beginning's End) I suggested 2015 might turn out to be the worst year for bond investors in the past three decades. Here are some ...
READ BLOG POST -
BEGINNING'S END 06-23-2015
In November 1942, with the Battle for Egypt under way, Winston Churchill addressed his nation with these words:Now this is not the end. It is not even ...
READ BLOG POST -
PARTY LIKE IT'S 1999? 06-12-2015
Some observers point to the eye-popping valuations for companies with little revenue (WhatsApp, e.g., bought by Facebook for $19 billion) as ...
READ BLOG POST -
ANGELES WEALTH COMMENTARY 06-11-2015
A Secular Bull Market is generally defined as a long-term bullish trend consisting of larger bull markets and smaller bear markets or corrections. In ...
READ COMMENTARY -
JUNE GLOOM WILL FADE 06-08-2015
1024"June gloom" is what you get when a warming land mass meets a cooler ocean: a layer of marine fog that the sun burns off into afternoon haze. It ...
READ BLOG POST -
YASOU! 05-29-2015
Let me stipulate up-front: I love Greece. Everything about it: the food, the weather, the history, the music, the people. Everything.But I wouldn't ...
READ BLOG POST -
LONG TERM 05-26-2015
In much of life, certainty dissipates with time. Weather forecasts are pretty accurate over the next 24 hours, a little better than a coin flip over ...
READ BLOG POST -
DON'T BLAME NATURE 05-22-2015
Commodity prices rise and fall; no great insight there. Which is why most of us, mostly, take the fluctuations in stride. We (I) may get a little ...
READ BLOG POST -
DISTORTION OR REFLATION? 05-21-2015
A month ago, Germany could borrow for 10 years at a rate of 0.06%. Lenders were also happy that day to earn 0.47% for the next 30 years. That's $4,700 ...
READ BLOG POST -
TRADE 05-07-2015
The trade deficit ballooned in March to over $51 billion, $8.6 billion more than a year ago. Exports were up a little, but imports surged, up more ...
READ BLOG POST -
FELIZ CINCO DE MAYO! 05-05-2015
There will always be a debate about the relevance of history to current conditions. I am firmly in the pro-history camp, but am quick to acknowledge ...
READ BLOG POST -
SKYSCRAPING 05-04-2015
In 2009, there were 19 buildings in the world with heights above 1,000 feet (305 meters for the non-American readers). Today there are 79 such ...
READ BLOG POST -
WAGES 05-01-2015
They're going up. Total salaries and benefits moved up 4.4% in 2014, rising to 53.6% of GDP, still below historic averages, but a decided bounce off ...
READ BLOG POST -
SEVEN LEAN YEARS? DONE IN SEVEN MINUTES 04-30-2015
In Genesis (41:27), Joseph interprets Pharaoh's dream of 7 fat cows followed by 7 lean (and apparently, ugly) cows, as foretelling the coming feast ...
READ BLOG POST -
VALUATION 04-21-2015
Most observers would agree that equities are rich (expensive, overpriced, etc.). Corporate profits are at record highs, and the forward ...
READ BLOG POST -
SINE AQUA 04-14-2015
The Ancient Mariner violated Nature by killing an albatross for sport, thus condemning his boat and crew to the purgatory of the open sea where, one ...
READ BLOG POST -
CALIFORNIA DREAMIN' 04-02-2015
Well, maybe not dreaming, but some thoughts.Below, my graph shows the unemployment rates for California and the US since 1976. California was ...
READ BLOG POST -
NEW OWNERS 04-01-2015
A few years, I was at a conference, standing in a buffet line. I must have become fixated on extracting the blueberries from the fruit platter (I ...
READ BLOG POST -
1ST QUARTER 2015 - FUNAMBULISM 04-01-2015
Sports have been an integral part of human existence since, well, the beginning. Drawings in the Lascaux caves in France from more than 17,000 years ...
READ COMMENTARY
-
-
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