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![Michael Rosen]()
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CIO Insights are written by Angeles' CIO Michael Rosen
Michael has more than 35 years experience as an institutional portfolio manager, investment strategist, trader and academic.
RSS: CIO Blog | All Media
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![1st Quarter 2003 - Butterflies and Bees]()
1 Apr, 20031st Quarter 2003 - Butterflies and Bees
Sonny Liston was not just the undisputed heavyweight champion of the world in 1964; he was the most feared fighter, possibly of all time, with an incredible 84-inch reach and a menacing glare that hinted at his violent, criminal past.
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![3rd Quarter 2002 - Siren Song]()
1 Oct, 20023rd Quarter 2002 - Siren Song
Homer gave Odysseus all the qualities of a classic hero: guile, coolness, strength, determination, and a healthy dose of bad luck. We meet Odysseus briefly in The Iliad as a reluctant warrior, faking dementia to avoid being drafted into war.
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![2nd Quarter 2002 - The Fifth Sun]()
1 Jul, 20022nd Quarter 2002 - The Fifth Sun
During renovation work in 1790 at El Zcalo, Mexico City's central plaza, this amazing artifact, the Aztec Calendar Stone - three feet thick, 12 feet wide and weighing 24 metric tons - was discovered. At the center is the sun...
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![1st Quarter 2002 - Relativity]()
1 Apr, 20021st Quarter 2002 - Relativity
The accompanying photograph is of a non-descript, undistinguished, 26-year old clerk in the Patent Office in Bern Switzerland who, in 1905, submitted a paper called On the Electrodynamics of Moving Bodies to a leading German physics journal.
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![1st Quarter 2002 - Relativity]()
1 Apr, 20021st Quarter 2002 - Relativity
The accompanying photograph is of a non-descript, undistinguished, 26-year old clerk in the Patent Office in Bern Switzerland who, in 1905, submitted a paper called On the Electrodynamics of Moving Bodies to a leading German physics journal.
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![4th Quarter 2001 - Ode to Joy]()
1 Jan, 20024th Quarter 2001 - Ode to Joy
BeethovenÃs ninth, and final, symphony premiered in Vienna on 7 May 1824 with the composer himself presiding over the orchestra. Beethoven had no idea how the piece would be received since he knew he had broken all the rules...
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![3rd Quarter 2001 - Freedom]()
1 Oct, 20013rd Quarter 2001 - Freedom
September. On the 17th of that month in 1862, 23,000 Americans were killed or wounded near a little town in Maryland on the banks of the Potomac River called Antietam. It was the bloodiest day inrnAmerican history.
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![2nd Quarter 2001 - Keeping the Top Down]()
1 Jul, 20012nd Quarter 2001 - Keeping the Top Down
Summer means morning fog along the California coast. It usually burns off by afternoon, but not always. No matter; the top of my convertible is always down, because the view is better. Not always good, especially in this market, just better.
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![1st Quarter 2001 - Trials, Tribulations... & Tips]()
1 Apr, 20011st Quarter 2001 - Trials, Tribulations... & Tips
Unless your portfolio has been stuffed with Treasury bonds, you are suffering through the worst period of portfolio returns in a generation. You probably didn't need that reminder, but I hope we can put some perspective around this current market...
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