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CIO的见解
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![迈克尔罗森]()
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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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![双杠杆?]()
2014年10月29日双杠杆?
石油 prices are down about $30 from their highs; great news for consumers and the big oil importers (China, 韩国, 印度). Not so good news for the big producers (Saudi, Russia, Venezuela).石油 ...
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![巴西]()
2014年10月28日巴西
一百年前, I studied international relations in school (the Sykes-Picot Treaty was a hotly-debated current topic among us). For the few of us focused on the Third World (now given the more ...
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![The Present is the Future (at least in bond land)]()
2014年10月27日The Present is the Future (at least in bond land)
在我们的长期假设中, we generally assume that the total return in fixed income is pretty close to its starting yield. That's because a bond's total return is a function of two ...
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![我没死!]()
2014年10月24日我没死!
A great line from a great Monty Python movie, and another crisp cover from The Economist: ...
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![孩子们!]()
2014年10月23日孩子们!
一个完全非市场的主题, more young adults are living with their parents, and here's the graph to prove it (courtesy of Hugo Scott-Gall of Goldman Sachs). 顶线是美国，底线是 ...
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![欧洲下降]()
2014年10月22日欧洲下降
Yes, pessimism over Europe's prospects is high, and valuations in Europe are relatively low. 但两者都有充分的理由.Below is another data point on how the markets are reflecting the divergence ...
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![逆转]()
2014年10月21日逆转
I'm interpreting the spike down last week and the strong rebound in the past few days as bullish. See the chart below from Friday's close (courtesy of our friends at Merrill).我们举行了 ...
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![2007年的阴影?]()
2014.10.172007年的阴影?
Nice graphic in today's FT showing the spike in vol and sell-off in risk (Greek bond yields jumped from 5.（过去数天为5%至9%）.I still think this is mostly noise, a normal, and overdue, ...
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![年老的时候]()
2014.10.16年老的时候
It's been 3 years since US equities have corrected more than 10%. But there's no law about how long rallies can last without a correction.In any event, as diversified, well-positioned ...
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![考虑]()
2014.10.16考虑
考虑:Volatility spiked to its highest level in over 2 years.全球股市 are in negative territory this year, led by Europe's 10% decline.US 10-year Treasury yields fell more than 30 basis ...
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![已知和未知]()
2014.10.16已知和未知
Until last month, 2014 was a year of investor complacency. Recent market volatility has shaken offrnthe prevailing calm with a healthy re-examination of things that can go wrong for the economy. Forrninvestors, a long-term perspective is critical.
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![mlp]()
2014年10月15日mlp
Some historical data from Credit Suisse below: mlp are off 14% this month, pretty bad. Subsequent performance (no guarantees) looks pretty strong though. ...
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![恐慌!]()
2014年10月15日恐慌!
Like Scary Nights at Universal Studios (where my daughter went this weekend), 外面真的很可怕. I Walked into the office looking at a 300-point drop in the Dow and a +10% jump in 10-year ...
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![美国经济增长]()
2014.10.14美国经济增长
So, 美国经济增长 is outpacing the rest of the developed world (and much of the non-developed, um, 新兴, 世界), as seen in these charts (thanks to Goldman Sachs).但是我们会收敛吗，如果 ...
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![2014年第三季度——瘟疫]()
二零一四年十月一日2014年第三季度——瘟疫
Twenty million people died in the four brutal years of the Great War. Thus, the armistice of 11 November 1918 was greeted with the profound joy borne of sheer exhaustion. At 11am on that day, bells tolled across nearly every country in the four...
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![2014年第二季度-挖掘]()
2014年7月1日2014年第二季度-挖掘
Whiskey has been an indelible part of Scotlands identity for centuries. 从历史上看, consumption was tolerated by the Church of Scotland, but only in moderation and in accordance with Scripture. Whiskeys precise origins in Scotland are unknown...
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![2014年第一季度-特朗普]()
2014年4月1日2014年第一季度-特朗普
Sports have been integral in societies since at least the ancient Greeks, and probably before. 今天, 通过互联网（和ESPN）的魔力, more people can watch more sporting events around the globe than at any time in history. rn
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![2013年第四季度-杂草]()
2014年1月1日2013年第四季度-杂草
Gardening goes back a long time in human history. 伊甸园，毕竟，是一个花园. 巴比伦的空中花园, 被认为存在于2年左右,600年前, were one of the seven Wonders of the Ancient World.3 There are depictions of gardens a thousand..
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![Angeles Wealth Management - Quarterly Review]()
二零一三年十月一日Angeles Wealth Management - Quarterly Review
For the quarter ending September 30, 2013, 全球股市 gained 8.3%，并欣赏了令人印象深刻的15%.2%,年初至今. Global stocks outperformed US stocks in Q3, with the S&p500只前进了5.2%.
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![2013年第三季度-电子]()
二零一三年十月一日2013年第三季度-电子
Fossilized tree resin has been valued by humans since antiquity. 它的精华被用来制作香水（现在仍然如此）, and its translucent beauty evokes captured sunlight, 作为珠宝珍藏, 过去和现在. The ancient Greeks called this substance, elektron...
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![Angeles Wealth Management - Quarterly Review]()
2013年7月1日Angeles Wealth Management - Quarterly Review
截至6月30日的季度, 2013, 全球股市, as measured by the All Country WorldrnIndex Investable Market Index (MSCI/ACWI/IMI) fell .5%，但对今年来说仍然是积极的，上升了6%.4%. US stocks continued to lead major markets in the recovery...
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![2013年第二季度-蓝色]()
2013年7月1日2013年第二季度-蓝色
O pium poppies have been cultivated by humans for over 5,000 years. But its chemistry wasnt understood until the early 19th century when the German chemist, 弗里德里希SertArner, isolated the two alkaloids that provide its potency. 他命名为...
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![Angeles Wealth Management - Quarterly Review]()
5月15日Angeles Wealth Management - Quarterly Review
全球股市, as measured by the All Country World Index/Investable Market Index (MSCIrnACWI IMI) advanced 6.2013年第一季度增长9%. 美国股市，以美国为代表&p500rnindex上涨10点.6%，领先世界指数.
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![2013年第一季度-砾石]()
2013年4月1日2013年第一季度-砾石
Elizabethan England was an era of plots and intrigue, chivalrous knights and swashbuckling pirates. The many domestic conspiracies and foreign wars of the 16th century were nominally about religion, 但, 当然, 真正的权力...
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