OUR INSIGHTS

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RECENT BLOG POSTS

  • LOVE

    FEB 14, 2017

    It’s probably no surprise to you that I see offering world-class investment advice as a valuable service for the long-term well-being of our clients. And while I think of investing as critically impor...

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  • Shock, Part 4 (Divided We Are)

    DEC 21, 2016

    We began this series with a review of the likely economic policies and their implications of the new Trump administration, and discussed the long-term challenges investors face. We would have undertak...

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  • Shock, Part 3 (The End of Pax Americana)

    DEC 13, 2016

    We are all trying to make sense of the election of Donald J. Trump to the presidency, and a few weeks ago I outlined the possible economic agenda and its consequences the administration may pursue (ht...

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  • Shock, Part 2 (The Asset Allocator’s Dilemma)

    NOV 28, 2016

    In Shock (Part 1) (http://blog.angelesadvisors.com/2016/11/shock-part-1/), we looked at a possible Trump economic agenda and its consequences. A large increase in government spending, tax cuts and der...

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  • Shock (Part 1)

    NOV 22, 2016

    Shock, a sudden drop in blood flow, is a serious medical condition. Untreated, it can quickly be fatal. There are numerous types and causes of shock, including anaphylactic, an allergic reaction, card...

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  • What I Learned While Atoning

    OCT 17, 2016

    Twenty-four hours without food or drink is supposed to help focus the mind on the task at hand: atoning for the sins of the past year in hopes that your name is placed in the Book of Life for another ...

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  • Janet Yellen Is Your Friend

    SEP 28, 2016

    I have not met Janet Yellen, but she seems like a perfectly friendly person. Yet, for some reason, investors seem to panic whenever she hints that the Fed is discussing whether and when to lift intere...

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  • Give Us Your Poor

    SEP 16, 2016

    A large percentage of energy expended at Angeles is in evaluating, analyzing and judging investment managers. It is a core competency at Angeles, and we think we’re pretty good at it. In doing this wo...

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  • Falling Behind

    AUG 25, 2016

    It’s good to be tall. Tall people tend to be more highly educated, earn more over their careers, are higher in the social pecking order, and live longer with better health. [Please don’t complain to m...

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