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![Michael Rosen]()
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CIO Insights are written by Angeles' CIO Michael Rosen
Michael has more than 35 years experience as an institutional portfolio manager, investment strategist, trader and academic.
RSS: CIO Blog | All Media
Im Not Dead!
Published: 10-24-2014A great line from a great Monty Python movie, and another crisp cover from The Economist:
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![Deflation? Not US]()
9 Dec, 2014Deflation? Not US
The dramatic (40%!) drop in oil prices has caused some hysteria in the media about the rising risks of deflation. After ...
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![Truth and Consequences]()
3 Mar, 2019Truth and Consequences
Archaeological evidence suggests that, for thousands of years, the people who inhabited the Great Plains of North ...
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![Dollar]()
6 Feb, 2015Dollar
My quarterly letter talks about the strength of the US dollar and why it should continue to rise (see Chart below), but ...
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