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CIO的见解
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CIO的见解
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CIO的见解由 yabo亚博网站登录首页的首席信息官迈克尔·罗森说
Michael has more than 35 years experience as an institutional portfolio manager, 投资策略师, 交易员和学者.
RSS: CIO的博客 | 所有的媒体
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2016年6月7日
La正义?
I'm not French, and I'm not a lawyer. So I am certainly not a French lawyer. 这些事实可能是显而易见的, but I state them as a possible explanation for my lack of understanding the (tortured) logic in ...
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2016年5月24日
浮油
Oil has had a nice recovery this year (see graph for Brent, epfr, up about 18% to over $48/barrel today. Of course, this is still well below the +$100/barrel we saw from 2011 through most of 2014, so ...
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2016年5月24日
住房有腿
Surprisingly strong housing numbers out this morning: new single-family homes rose 16.6% in April to an annual pace of 616,000 (see chart below), well above expectations, and up 23.比过去增长了8% ...
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2016年5月23日
三角形内部
Complexity makes investing so challenging. 不像纯科学, there are no hard truths in investing, no discoverable axioms that determine outcomes with 100% confidence. 充其量,我们能说话 ...
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2016年5月17日
2016 -第一季度评论
To read more, download the full 16 page PDF: ...
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2016年5月10日
Managing Home Bias: Defending the Value of Global Equities
Home Bias is the tendency for investors to overallocate to domestic investments regardless of the benefits of global diversification in terms of both risk and reward.
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2016年5月4日
2016年第一季度-基础
Some of the most impressive accomplishments in human history were born of vanity, 有些纯粹是出于好奇, 有些是受商业驱使, 其他必要的.
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2016年4月7日
仍处于中立状态
The first quarter began with a bang and ended with a whimper. At least, that's the message from the VIX (volatility indexsee below). Bouncing around an elevated level of around 28 for much of January ...
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2016年3月24日
劳动
In some respects, this is a golden age for labor. The unemployment rate has dropped to 4.9% from a high of 10% in October 2009. 它不像3那么低.8% in early 2000, or the post-war low of ...
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2016年3月4日
在洞里
两个月前, I offered some hope that drop we saw on the first day of 2016 was a good omen for the rest of the month and year (http://blog.angelesadvisors.com/2016/01/apres-moi-le-deluge/). 我注意到 ...
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2016年2月3日
2015年第四季度-边界
Painting has been a human endeavor probably since we developed opposable thumbs. 传统上, painting filled one of two purposes: either decorative, with splashes of colors and designs, 或纪念, 捕捉场景.
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2016年1月25日
挖出
The eastern United States was buried in snowstorm Jonas this weekend, from 42 inches (more than a meter for our non-US friends) in West Virginia to (a mere) 15 inches on Cape Cod. 降雪的记录 ...
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2016年1月5日
apapres是一种移动通讯工具
不止一种方式.We greeted the new year with an actual deluge, 至少在加州是这样, as the long-promised El Niño swooped in with force. Mudslides and traffic accidents are the ...
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2015年12月31日
年终的想法
本周, my college basketball team visited southern California, and I was lucky enough to spend some time with them over the past few days. I foundmyselfre-connecting to my ownseminalexperience 35 ...
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12月8日
进步之路
Zimbabwe is a country of 14 million people. 我从来没去过那里, and I can't recall if I've ever met anyone from there, but I'm sure that the vast majority of Zimbabweans are very pleasant people. ...
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2015年11月30日
O Pais do Futuro
Charles de Gaulle (photobelow)imperious, 轻蔑的, utterly French (and venerated for it in France)noted 50 years ago that "Brazil was the country of the future." With more than 200 million people ...
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2015年11月20日
在我的控制之下
当米克·贾格尔(Mick Jagger)唱歌时,我尖叫起来?) 50年前. The song was about turning the tables on a domineering woman (The girl who once had me down).A bit sexist, to be sure, but the song came to mind when ...
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2015年11月19日
童话故事
The technology bubble of the late 1990s is a distant memory for most investors, 其余的都是无知的. But back then, companies were raising huge sums of private capital on business plans made ...
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2015年10月23日
帕特丽夏
It's another beautiful day in 圣塔莫尼卡: blue skies, a few high wisps of stratus clouds. But 1500 miles south of here is the strongest hurricane ever recorded in the Western Hemisphere. 它将 ...
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10月13日
我在瑞士
No question, this has been a challenging year. Virtually every financial asset class is struggling. Stocks are down, bonds are down, gold is down, oil is down. 美国经济下滑,非美国经济下滑. 大型股 ...
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2015年10月2日
小熊座
熊在蠢蠢欲动. Not yet rampaging, but there's a lot of red ink across most markets.今天的就业报告疲软. No honey-coating it, it was a treat for the bears. 就业人数增加了14.2万人 ...
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2015年10月1日
3RD QUARTER 2015 - GO WEST (AND EAST, NORTH AND SOUTH)
Humans have inhabited the earth for what is a mere blink of the eye. The Universe was formed around 13 Â billion years ago, the Earth 7 billion years later, and in the past 4 Â billion years of the Earths existence, 人属刚刚出现...
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2015年9月24日
瑜珈
Baseball, more than any other sport, by far, has drawn its share of colorful characters. I don't know why that is, but it is.本周, we lost one of the greatest, maybe the greatest, of all-time, ...
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2015年9月15日
掉进(桶里)
Markets will fluctuate, as Pierpont Morgan caustically observed. And "fluctuate" means down as well as up. Perhaps I, too, am being caustically obvious, but I've long believed that a broadperspective ...