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Investment Insights are written by Angeles' CIO Michael Rosen
Michael has more than 30 years experience as an institutional portfolio manager, investment strategist, trader and academic.
US ECONOMIC GROWTH
Published: 10-14-2014So, US economic growth is outpacing the rest of the developed world (and much of the non-developed, um, emerging, world), as seen in these charts (thanks to Goldman Sachs).
But will we converge, and if so, will it be a positive (the world rises to the US) or negative (US drops) convergence? I don’t really know (who really does?). But the US is the most self-contained economy in the world (outside of sub-Saharan Africa), thus the woes of the world impact the US much less than any other country.
Rather than worry about the US economy, it’s the EM markets that are signaling distress (in their equities and currency markets…again, next chart courtesy Goldman Sachs):
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THE G.O.A.T. 08-01-2022
John Harris owned a skating rink in Pittsburgh. In 1940, he invited Olympic star Sonja Henie to skate between periods of ...
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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 ...
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Shipping 01-02-2015
First, happy new year to all!I walked into the office this morning to a crystal clear view of the Pacific. What a ...
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