Latest Blog: Fireside Reading - 12/21/2023
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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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4TH QUARTER 2023 - STORMS 01-09-2024
Confronting seemingly intractable problems with determination & innovation are necessary for investment success. Storms tells the story of the ...
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FIRESIDE READING 12-21-2023
I hope you have a wonderful holiday season, with ample time to enjoy some good books next to a crackling fire. I have an even-dozen to recommend. Best ...
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MONEY LIFE WITH CHUCK JAFFE 12-11-2023
As 2023 comes to a close, Michael Rosen, Principal & Chief Investment Officer at Angeles Investments, joins Money Life with Chuck Jaffe to discuss his ...
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3RD QUARTER 2023 - DYSCRASIA 10-09-2023
Records of infanticide, that most heinous of crimes, have, sadly, existed throughout human history. Disability and poverty have been common ...
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BEACH READING 09-18-2023
September is still beach time, so I have a few more recommendations for you. One nonfiction and four fiction, including my (so far) book of the year. ...
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BEACH READING 08-10-2023
There's still a lot of summer left, so I have five nonfiction and five fiction recommendations for your beach reading.NonfictionThe Half-Known Life: ...
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SATISFACTION 08-07-2023
Why does the Fed insist that low unemployment drives higher inflation? Policymakers' imagination is being fired by useless information, and they just ...
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GIVING "FOXY" A VOICE - A DISCUSSION WITH MICHAEL ROSEN ON Q2-2023 COMMENTARY 07-27-2023
In this discussion, Angeles CIO Michael Rosen & Managing Director Garry Duncan delve into the core themes of Michael's Q2 Commentary, "Foxy". The ...
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2ND QUARTER 2023 - FOXY 07-06-2023
A famous 20th century philosopher finds wisdom in an ancient Greek poet, and in so doing, shows us the path to successful investing. Please enjoy this ...
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BEACH READING 06-20-2023
Most of you know that I don't favor romance novels for reading on the beach (or anywhere else, for that matter, although that's not a judgment about ...
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1ST QUARTER 2023 - DAM(N) 04-11-2023
Western Pennsylvania is home of the Allegheny Mountains, part of the vast Appalachian chain that runs 1,500 miles from Alabama to Newfoundland. It is ...
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FIRESIDE READING 03-30-2023
Six fiction and seven nonfiction books to recommend. Happy reading!FictionLessons in Chemistry, Bonnie GarmusElizabeth Zott is a talented chemistry ...
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MISMATCH 03-20-2023
Bankers have always had a bad rap. Cicero, writing in De Officiis in 44 BCE, referenced Cato the Elder, the great Roman philosopher, who, when asked ...
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4TH QUARTER 2022 - KAPITALISMUS 01-05-2023
Revolution spread like wildfire throughout Europe and around the globe in 1848, seemingly out of nowhere. There were early uprisings that year in ...
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"EVERYTHING HUMAN IS PATHETIC" 11-18-2022
This is what comes to my mind as I watch the debacle that is FTX imploding.Most legal documents and court filings are painful to read: verbose, ...
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FIRESIDE READING 10-18-2022
It's still beach reading weather in Southern California, but fireside reading seems more appropriate for mid-October. I have three non-fiction and ...
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3RD QUARTER 2022 - SKYWAVE 10-07-2022
On a cold winter day in Devon, England, 75-year-old Oliver Heaviside climbed a ladder by his house to inspect the roof. He slipped and fell and died ...
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THE G.O.A.T. 08-01-2022
John Harris owned a skating rink in Pittsburgh. In 1940, he invited Olympic star Sonja Henie to skate between periods of professional hockey games to ...
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BEACH READING 07-19-2022
It is definitely beach weather, and I have a dozen recommendations for you. Happy reading! FictionDay for Night, Frederich ReikenMesmerizing ...
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2ND QUARTER 2022 - PENDULUM 07-11-2022
Aristarchus of Samos was the first to propose a heliocentric model of the universe, 2,300 years ago. Observing the time it took for the Earth's shadow ...
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WHAT A START! 06-14-2022
Michael Rosen, Angeles' Chief Investment Officer, shares his thoughts on the markets in this presentation, "What a Start!" ...
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YELLOW FLAG 05-10-2022
When cars crash in an auto race, the yellow flag comes out. This requires drivers to slow down and stay in their positions, allowing time for the ...
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BEACH READING 04-23-2022
The Lincoln Highway, Amor TowlesEmmett Watson is released from prison when his father dies to take care of his younger brother Billy. Greeting Emmett ...
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1ST QUARTER 2022 - SHATTERING 04-11-2022
So much of our world seems to be shattering around us. This letter, Shattering, looks at another period where old orders were collapsing through the ...
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