Latest Blog: Mismatch - 03/20/2023
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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.
Like Scary Nights at Universal Studios (where my daughter went this weekend), it really is scary out there. I Walked into the office looking at a 300-point drop in the Dow and a +10% jump in 10-year Treasuries.
I doubt anyone woke up this morning and decided that sub-2% yields for the next decade is actually a great investment. No, it’s a classic sign of panic.
I have no idea how much further we fall, but it’s not a black hole we’re in.
I don’t believe in catching falling knives (throwing metaphors around this morning), but I see the markets much as my daughter saw Universal Studios: scary, for sure, but actually, kinda fun too (after she exited the park).PRINT THIS ARTICLE
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