OUR INSIGHTS

Our Insights |

Angeles Wealth and Angeles Investment Advisors produce and disseminate regular information to our clients about world economies and financial markets. We also give our opinion on opportunities and concerns, and how we are positioning portfolios accordingly.

Our professionals are frequently interviewed by the financial media, and invited speakers at events for other financial professionals and the general public.

RECENT BLOG POSTS

  • Updating the Triangle

    JAN 03, 2018

    Last year, I introduced my big picture framework of assessing the relative attractiveness of markets Inside the Triangle through the lenses of valuation, momentum and sentiment. To recap, the ideal ti...

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  • (Not) Recommended Reading

    DEC 20, 2017

    I don’t like recommended lists. They turn experiences into a contest (and the winner is…), and one reviewer’s preferences may have little to do with mine. That said, since my writing covers a very wid...

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  • Hot As Hell

    NOV 16, 2017

    Hell is hot, as everyone knows. Everyone “knows” this, but there really is no conclusive evidence: no eyewitness reports, no scientific instruments to measure the temperature in Hell. So, how do we “k...

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  • It’s About Time

    SEP 22, 2017

    “Lost Time is never found again,” advised Benjamin Franklin in Poor Richard’s Almanack. And Dante Alighieri observed, “The wisest are the most annoyed at the loss of time.” I have been thinking about ...

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  • For What It’s Worth

    AUG 21, 2017

    In the summer of 1966, throngs of young people crowded the Sunset Strip in Los Angeles to hear their favorite bands. Over at the Sunset Tower, Jim Morrison and the Doors were the house band, finishing...

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  • Toes in the Sand

    JUL 20, 2017

    For me, and I think I speak for everyone on the planet, the feeling of warm sand between the toes is one of life’s great pleasures. And for virtually everyone on the planet, including those of us who ...

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  • Not Dead Yet

    JUL 13, 2017

    According to the National Bureau of Economic Research (NBER), the self-acclaimed arbiter of economic debate in this country, the current economic expansion began in June 2009, meaning we just passed e...

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  • Humans! What Are They Good For?

    JUN 29, 2017

    It looks like the world is turning against humans. I’ve talked before about the rise of robots in manufacturing (2016 Angeles Independent School Endowment Symposium…see graph below). But robots are ta...

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  • Beware Parabolas and Populists

    JUN 13, 2017

    In scouring the world for investment opportunities, the chart above caught my attention. It shows the year-to-date performance of the Caracas stock exchange, more than tripling from around 30,000 to o...

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SPEAKING ENGAGEMENTS

  • March 2018

    BULL MARKETS, BEAR MARKETS, AND (MIS)TIMING

    Michael Rosen, Speaker

    Los Angeles, CA
  • May 2018

    BARRON’S MAGAZINE TOP ADVISOR REGIONAL CONFERENCE

    Jonathan Foster, Speaker

    Beverly Hills, CA
  • March 2018

    INSTITUTIONAL INVESTOR ROUNDTABLE FOR CORPORATE FUNDS & INSURANCE PORTFOLIOS

    Michael Rosen

    Washington, DC
  • March 2018

    P&I Global Fixed Income & Credit Symposium

    Michael Rosen, Speaker

    Chicago, IL
  • March 2018

    ANGELES INVESTMENT ADVISORS FOUNDATION SYMPOSIUM

    Michael Rosen, Speaker

    Los Angeles, CA
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