Latest Blog: Beach Reading - 05/08/2024
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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 VIEW ALL MEDIA
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PATH TO PROGRESS 12-08-2015
Zimbabwe is a country of 14 million people. I've never been there, and I can't recall if I've ever met anyone from there, but I'm sure that the vast ...
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O PAIS DO FUTURO 11-30-2015
Charles de Gaulle (photobelow)imperious, disdainful, utterly French (and venerated for it in France)noted 50 years ago that "Brazil was the country of ...
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CONSULTING FIRMS ANSWER ASSET OWNER CALLS FOR ACCOUNTABILITY 11-30-2015
Michael Rosen said in a phone interview: "Since the crisis, the advice and analysis of consultants is more greatly valued. But at the same time, ...
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UNDER MY THUMB 11-20-2015
As Mick Jagger sang (screeched?) 50 years ago. The song was about turning the tables on a domineering woman (The girl who once had me down).A bit ...
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FAIRY TALES 11-19-2015
The technology bubble of the late 1990s is a distant memory for most investors, and an ignorance for the rest. But back then, companies were raising ...
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PATRICIA 10-23-2015
It's another beautiful day in Santa Monica: blue skies, a few high wisps of stratus clouds. But 1500 miles south of here is the strongest hurricane ...
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UNNERVED INVESTORS PULL SHUTTERS AS CAPITAL-MARKET CRACKS SPREAD 10-15-2015
Ghana, which sold $1 billion in debt this month at 10.75 percent, is an example of a borrower that has been forced to offer a higher yield, according ...
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I'M SWISS 10-13-2015
No question, this has been a challenging year. Virtually every financial asset class is struggling. Stocks are down, bonds are down, gold is down, oil ...
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URSA MINOR 10-02-2015
The bears are stirring. Not yet rampaging, but there's a lot of red ink across most markets.Today's jobs report was weak. No honey-coating it, it was ...
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3RD QUARTER 2015 - GO WEST (AND EAST, NORTH AND SOUTH) 10-01-2015
Humans have inhabited the earth for what is a mere blink of the eye. The Universe was formed around 13 Â billion years ago, the Earth 7 billion ...
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YOGI 09-24-2015
Baseball, more than any other sport, by far, has drawn its share of colorful characters. I don't know why that is, but it is.This week, we lost one of ...
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DROP (IN THE BUCKET) 09-15-2015
Markets will fluctuate, as Pierpont Morgan caustically observed. And "fluctuate" means down as well as up. Perhaps I, too, am being caustically ...
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MAULED 09-11-2015
Investors in Emerging Markets could be forgiven for feeling as if they've gone 15 rounds with Ronda Rousey (see below). Or, more like 3 years with ...
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JOBS 09-04-2015
Markets have taken today's employment release as evidence of a weakeningjobs market. A mere 173,000 net new jobs were added in August, below the ...
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PENSION FUND CALSTRS WEIGHS SHIFT TO SAFETY 09-02-2015
Michael Rosen said that to contemplate such a move, investors need to understand their goal and then execute the strategy in a "systematic and ...
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PICKING UP THE PACE 08-28-2015
Lost amidst the market turmoil this week were a number of reports of a strengthening US economy. Consumer confidence soared last month, as did new ...
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JOLT 08-25-2015
Two weeks ago (13 August, No Panic (Yet)) I noted that the renminbi devaluation was officially described as a modest alignment with market forces, ...
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LAND OF BORAT 08-20-2015
I probably should not confess to enjoying Borat (full title:Borat: Cultural Learnings of America for Make Benefit Glorious Nation of Kazakhstan), 86 ...
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NO PANIC (YET) 08-13-2015
Earlier this week, China devalued its currency 1.9% against the US dollar. On one level, this is not a big deal. China's currency has been ...
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CRIMINALS IN DIAPERS 08-05-2015
Japan grew from the (literal) ashes of the Second World War to become the second largest economy in the world by creating products we all wanted. Some ...
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DRY HOLE 07-29-2015
Southern California just had the wettest July on record, the Angels were rained out of a home game for the first time in 20 years, and we're all ...
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HOT BIDDING 07-27-2015
The housing recovery, from its worst downturn since at least the 1930s, has been steady, but much less robust than most had expected. There are many ...
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OUTSOURCING HERE TO STAY BUT WILL CONTINUE TO EVOLVE 07-27-2015
"It's unlike a lot of investment ideas that are really nothing more than fads; the OCIO concept is rooted in a good idea,"" Mr. Rosen added. "It's an ...
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PLUNGING 07-24-2015
Commodity prices are in free fall. The Bloomberg Commodity Price Index (5-year chart below) is off about 30% in the last year. Gold is dropping toward ...
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