CIO的见解

289条结果

• 人类! 它们有什么好处? 06-29-2017

  It looks like the world is turning against humans. 我之前已经讨论过机器人在制造业中的崛起(2016年yabo亚博网站登录首页独立学校) ...

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• 当心抛物线和民粹主义者 06-13-2017

  在全球寻找投资机会的过程中，上面的图表引起了我的注意. It shows the year-to-date performance of the Caracas stock ...

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• 经济学在行动 06-12-2017

  供给和需求的交集决定了价格和数量:没有比这更基本的经济学原理了(见下图)。. 我们很少 ...

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• 就业增长正在下降. 天空不是. 06-02-2017

  Today's jobs report was disappointing: only 138,000 net new jobs created in May (the consensus had it pegged at 182,000), 另一个66,000迷失于 ...

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• 1ST QUARTER 2017 - THE LAST SHOGUN 05-08-2017

  Japan has been ruled by the Yamato dynasty for nearly 2,700年, the longest continuous monarchy in the world. From Jimmu to kihito, 125 emperors ...

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• 希望与现实 04-06-2017

  为什么每个人都这么高兴? 好吧，也许不是每个人，但很多人都像他们很长一段时间一样乐观. 首先来看一下 ...

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• 追逐红男爵 03-31-2017

  You can't eat relative returns is an old aphorism. 这听起来像是出自《yabo亚博网站登录》(本杰明·富兰克林)，而我 ...

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• 非零和 02-17-2017

  有很多声音(和推特)敦促我们撤退，挖洞，锁上门. This rising chorus of nationalism and protectionism sees a ...

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• 爱 02-14-2017

  我把提供世界级的投资建议视为一项有价值的服务，对我们的长期福祉来说，这可能并不奇怪 ...

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• 4TH QUARTER 2016 - FINLAND STATION 01-25-2017

  经过三年的战争, 和真正的, three centuries of Romanov repression, the Russian people had reached their breaking point. 沙皇的军队 ...

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• 震惊，第四部分(我们是分裂的) 12-21-2016

  我们首先回顾了特朗普新政府可能出台的经济政策及其影响, 并讨论了长期 ...

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• SHOCK, PART 3 (THE END OF PAX AMERICANA) 12-13-2016

  We are all trying to make sense of the election of Donald J. 几周前，我概述了可能的经济议程和 ...

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• SHOCK, PART 2 (THE ASSET ALLOCATOR'S DILEMMA) 11-28-2016

  In Shock (Part 1) (http://blog).angelesadvisors.)，我们研究了特朗普可能的经济议程及其后果. 一个大的 ...

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• 冲击(第一部分) 11-22-2016

  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, ...

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• 3RD QUARTER 2016 - CHANCELLORSVILLE 11-04-2016

  Abraham Lincoln suffered from clinical depression his whole life, 但随着1862年即将结束, even the most cheerful were likely to be losing faith ...

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• 我赎罪时学到的东西 10-17-2016

  24小时不吃不喝是为了让人专注于手头的工作:用希望来弥补过去一年的罪过 ...

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• 耶伦是你的朋友 09-28-2016

  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 ...

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• 把你的穷钱给我们 09-16-2016

  一个大的 percentage of energy expended at Angeles is in evaluating, analyzing and judging investment managers. It is a core competency at Angeles, and ...

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• 落后 08-25-2016

  长得高真好.Tall people tend to be more highly educated, 在他们的职业生涯中赚得更多, are higher in the social pecking order, 和生活 ...

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• 负负是正的 08-22-2016

  Housing is a small part of the larger economic picture, 仅占GDP的5%(尽管包括所有辅助和相关服务) ...

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• 2016年第二季度-裂变 07-26-2016

  芝加哥大学以其优秀的学术而闻名，而不是因为它的体育实力. 但情况并非总是如此. 一百年 ...

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• 破裂 06-28-2016

  [nota bene: this is a long one; if you don't have time, just skip to the summary at the end. 我保证，不会生气的.政治专家 ...

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• LA正义? 06-07-2016

  I'm not French, and I'm not a lawyer. So I am certainly not a French lawyer. These facts may be obvious, but I state them as a possible explanation ...

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• 浮油 05-24-2016

  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 ...

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