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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.
REVERSAL
Published: 10-21-2014I’m interpreting the spike down last week and the strong rebound in the past few days as bullish. See the chart below from Friday’s close (courtesy of our friends at Merrill).
We have held our positions in our model portfolios, neither panicking during the deluge nor trying to catch the bottom of this short-term move. Remember that much of what happens hour-to-hour, day-to-day, week-to-week, even year-to-year, has (or should have) little practical impact on long-term investors. Let’s make sure we have the cash to pay the bills and cover reasonable contingencies; after that, we can be largely indifferent to the spasms of the markets.
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EM Thoughts...Not There Yet 11-25-2014
Successful investing is frequently about balancing valuation with growth prospects. We would all love to invest in cheap ...
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Fireside Reading 12-15-2020
Since my last update a few months ago (https://www.angelesinvestments.com/institutional-insights/still-beach-reading), ...
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Non-Zero Sum 02-17-2017
There are prominent voices (and tweets) urging us to pull back, dig in, and lock the gate. This rising chorus of ...
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