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Blog posts are written by Angeles' CIO Michael Rosen
Michael has more than 30 years experience as an institutional portfolio manager, investment strategist, and investment consultant.
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OUR BLOG

Only the Lonely
FEB 04, 2019 BY MICHAEL ROSEN
My first impression when flying into Mexico City a few weeks ago was its vastness. From the air, the city seems to stretch forever. The Valley of Mexico has been inhabited for over 12,000 years, and when Hernán Cortés entered it in 1519, its population of 1 million was probably the largest in the world. Today, Mexico City is home to more than 21 million people, twice the size of the second largest Mexican city in the world, Los Angeles. Mexico City is a great destination for tourists, with world-class museums, dining and archeology. Most of my travels are for...
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RECENT BLOG POSTS

Book Wrap

DEC 31, 2018

Time for my semi-annual book perspective. I read a lot of books, but truthfully, most of them I move through pretty quickly. In the non-fiction world, I find many to be one-dimensional, perhaps an int...
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Breathe

DEC 20, 2018

Twenty-five hundred years, Siddhartha Gautama practiced a form of meditation that involved controlled breathing. Much later, about 700 years ago, this practice, called pranayama, was codified in the m...
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Talkin’ Turkey

AUG 14, 2018

The expression comes from Colonial America, but its exact origins are unclear, and its meaning seems to have changed over the years. Originally it was a phrase that denoted pleasant, or even silly, co...
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Not Beach Reading

JUL 06, 2018

I love the beach. And I read a lot. I like reading on the beach, but I am not a fan of beach reading. Beach reading is generally defined as light, pleasurable, contemporary fiction, often with some ro...
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Everybody Out’ta the Pool

MAY 15, 2018

Markets work through the forces of demand and supply. This axiom applies to all markets, from housing to marriage (as Gary Becker famously noted), and anywhere there is an exchange of goods or service...
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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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WHITE PAPERS
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- Benefits of Outsourced Chief Investment Office (OCIO)
- A Framework for Evaluating Outsourced Chief Investment Office Performance
- Angeles Responsible Investing Policy
- Importance of Back Office Support
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Investment Commentaries are written by Angeles' CIO Michael Rosen
Michael has more than 30 years experience as an institutional portfolio manager, investment strategist, and investment consultant.
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Investment Commentary

4th QUARTER NEWSLETTER

BY MICHAEL ROSEN

Finland is a small country of around 5 million people, about the population of the state of Minnesota. The country has produced one notable musician, Jean Sibelius, and one global company in Nokia. But in the first half of the 20th century, Finland was best known for producing world-class distance runners. Between 1912 and 1940, five Finns held world records and won multiple Olympic gold medals.

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3rd QUARTER NEWSLETTER

BY MICHAEL ROSEN

Willem ten Boom, after years of apprenticeship as a watchmaker, opened his own store in Haarlem in 1837. His son, Casper, also became a watchmaker, and the trade was passed down to Casper’s children. His youngest, Cornelia, named after her mother, was born in 1892. Corrie, as she was called, also studied watchmaking, and at the age of 30, became the first woman ever licensed as a watchmaker in The Netherlands.

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