Latest Blog: Beach Reading - 05/08/2024
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ARTICLES & INSIGHTS
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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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FELIZ CINCO DE MAYO! 05-05-2015
There will always be a debate about the relevance of history to current conditions. I am firmly in the pro-history camp, but am quick to acknowledge ...
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SKYSCRAPING 05-04-2015
In 2009, there were 19 buildings in the world with heights above 1,000 feet (305 meters for the non-American readers). Today there are 79 such ...
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WAGES 05-01-2015
They're going up. Total salaries and benefits moved up 4.4% in 2014, rising to 53.6% of GDP, still below historic averages, but a decided bounce off ...
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SEVEN LEAN YEARS? DONE IN SEVEN MINUTES 04-30-2015
In Genesis (41:27), Joseph interprets Pharaoh's dream of 7 fat cows followed by 7 lean (and apparently, ugly) cows, as foretelling the coming feast ...
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VALUATION 04-21-2015
Most observers would agree that equities are rich (expensive, overpriced, etc.). Corporate profits are at record highs, and the forward ...
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SINE AQUA 04-14-2015
The Ancient Mariner violated Nature by killing an albatross for sport, thus condemning his boat and crew to the purgatory of the open sea where, one ...
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O'HANLEY HAS WORK CUT OUT FOR HIM AT STATE STREET GLOBAL ADVISORS 04-10-2015
Michael Rosen, CIO of Angeles Advisors agreed, describing Mr. O'Hanley as "a highly qualified leader" who is "very experienced and very knowledgeable ...
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O'HANLEY READY TO TAKE ON FORMIDABLE' COMPETITION 04-06-2015
Michael Rosen, of Santa Monica, Calif.-based investment consultant Angeles Investment Advisors LLC, agreed, describing Mr. O'Hanley as "a highly ...
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CALIFORNIA DREAMIN' 04-02-2015
Well, maybe not dreaming, but some thoughts.Below, my graph shows the unemployment rates for California and the US since 1976. California was ...
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NEW OWNERS 04-01-2015
A few years, I was at a conference, standing in a buffet line. I must have become fixated on extracting the blueberries from the fruit platter (I ...
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1ST QUARTER 2015 - FUNAMBULISM 04-01-2015
Sports have been an integral part of human existence since, well, the beginning. Drawings in the Lascaux caves in France from more than 17,000 years ...
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NEGATIVE YIELDS 03-19-2015
One of the (many) perplexing phenomena facing investors is the persistent (and falling) low yields on government bonds.Most of the time, we look to ...
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ERIN GO BRAGH! 03-17-2015
In honor of St. Patrick, I thought I'd share this (mostly) green chart with you, showing the DJIA over the past 115 years, delineated by bull and bear ...
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REBALANCINGS 03-16-2015
Apologies for slipping on the blogs, but I've been traveling around the continent, from Alaska to DC.One of the more common questions/comments we've ...
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ANGELES INVESTMENT ADVISORS ADMITS NEW MEMBER 03-15-2015
Angeles Investment Advisors announced today that Michael J. Burlon was admitted as a new member of the company. Angeles is now wholly owned by eight ...
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NOT DEFLATION 02-26-2015
The Consumer Price Index dropped 0.7% in January, bringing the year-over-year change to negative 0.1%. With the exception of the 2008 financial ...
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DIVERSIFY 02-19-2015
Each year for clients we update a very colorful graphic ranking the annual performance of various asset classes. Each asset class has its own color, ...
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PATIENCE 02-17-2015
Interest rate cycles are long: lasting not years, but decades. Consequently, we don't have many data points for statistically significant conclusions ...
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WHERE HAVE ALL THE BONDS GONE? 02-09-2015
Apologies to Pete Seeger for stealing his song lyric, but I think bonds and flowers are sufficiently different that he wouldn't mind.The chart below ...
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TED ELIOPOULOS: CALPERS' $300-BILLION MAN 02-08-2015
"It's perfectly possible to be a very effective leader even if you don't have all the experience in the weeds," said Michael Rosen, a principal at ...
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DOLLAR 02-06-2015
My quarterly letter talks about the strength of the US dollar and why it should continue to rise (see Chart below), but I wanted to note here the huge ...
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JOBS, JOBS, JOBS 02-06-2015
The US economy is stronger than we think: 257,000 net new jobs in January, but another 404,000 jobs were "found" (due to a recalculation) in November ...
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PIMCO FUND HAD $11.6 BILLION OF WITHDRAWALS IN JANUARY 02-03-2015
At this point, most people who've decided to exit have exited," Michael Rosen. "I think that's probably right unless performance starts deteriorating ...
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CONSENSUS 01-28-2015
Europe is a mess, everyone agrees: poor demographics, sclerotic and oppressive regulation, political dysfunction. European stocks lost 6% last year as ...
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