Articles

Next Year in Omaha (2024 Edition)

It is time to plan for my annual pilgrimage to Omaha! I am very sad because, for the first time, Warren Buffett will not be joined onstage by Charlie Munger, who passed away in November.

Expanding Perspectives Through Travel – From Spain to the UK

My brother Alex, my son Jonah, and I went to a conference in Switzerland. We saw this as an opportunity to turn the bookends of the trip into a small European vacation.

Putting a Charge Back into the EV Market

Putting a Charge Back into the EV Market

Over the last few months, electric car sales seem to have gone from hot to cold. Are electric cars a fad, like beanie babies, pet rocks, or fidget spinners?

Antisemitism and Wokeness Threaten the Future of Israel and America 

My goal with this essay on antisemitism and wokeness is to bring an important issue to the surface for those who were oblivious to it and to possibly change the minds of those whose minds are still changeable.

Vitaliy's Article Almanac

Article Almanac 2023

A few years ago, the IMA team started a new tradition. At the end of the year, we gather all of the essays I had written throughout the year, organize them by topic, sprinkle in some art, nip and tuck them into a single PDF, and voila, we have an almanac.

Broadening the aperture of how you look at life

Broadening the aperture of how you look at life

The interview took place in April 2023 at Temple Sinai here in Denver. The focus of the discussion was on my book Soul in the Game: The Art of a Meaningful Life. The living characters of the book are from my family, so having them in the audience was a bit surreal. 

My thoughts on AI

My thoughts on AI

Innovation disrupts, but it also creates new jobs and improves the standard of living of society. AI will displace many jobs, but it will also empower people with new productivity tools.

Tax Loss Harvesting

I wrote the following to clients on tax loss harvesting, which is something many investors are either contemplating or doing ...

Don’t Let History Repeat Itself

I always wondered what I would have done if I were a Jew living in Germany on November 9th, 1938. Kristallnacht, the night when Germans attacked Jews across the country. Would I run? Would I fight? Would it make a difference?

Israel is Not Hamas’ Final Solution

Hamas, with sadistic creativity that made the Nazis look like amateurs, in just a few hours slaughtered 1,500 Jewish civilians. The Nazis tried hard to hide their atrocities. Not Hamas.

What happens in China may not stay in China

What happens in China may not stay in China

To understand what will happen in China and its impact on the global economy, we simply need to invert what happened over the last two decades.

Our investments in oil and natural gas stocks

Our investments in oil and natural gas stocks

I am about to discuss a topic that, for reasons that are unclear to me, has been politicized: oil and natural gas stocks. I am writing this as a pragmatic analyst who looks at two factors: supply and demand.

Unions From Stimulant for the Economy to Cancer

Unions: From Stimulant for the Economy to Cancer

Unions have had a very important role in shaping the US and our laws over the past hundred years. I have read stories about how working in Chicago meat packing plants a century ago was as hazardous as enduring the trenches in World War I. Unions have fixed that.

My thoughts on the economy

My thoughts on the economy

A collection of my thoughts on the economy, government spending, interests rates, housing market, and other important points.

Atrocities in Israel

Atrocities in Israel

I have shared my thoughts on the horror of what is happening in Israel on Twitter. I was going to write something longer, but it is simply too painful: My son, Jonah, asked me why I hadn’t written anything about what has happened in Israel. I had to pause and think; I was frozen.

Мой отец – жизнь, достойная жизни

Мой папа, Наум Каценельсон, скончался 10 августа 2023 года. Я потратил недели, пытаясь написать о моем отце, но потерпел неудачу. ...

My Father – A Life Worth Living

I spent weeks trying to write about my father, but I failed miserably. As a writer, I have learned that there is no such thing as writer's block; either your idea is not fully developed, or there is a conflict between what you want to say and what appears on your pages.

Why I No Longer Mind Losing an Argument

Why I No Longer Mind Losing an Argument

Reflecting on my experience with Dale Carnegie's book, I share how it transformed my approach to criticism and debate, and why I no longer mind losing an argument.

Life Is a Walk – Santa Fe

Life Is a Walk – Santa Fe

This trip to Santa Fe is more to us than just a continuation of the tradition my father started in 2013. It goes deeper and further than that; we are continuing the traditions started by my grandparents, and likely those of their ancestors. Life is a walk! 

How do I get any research done since I travel a lot?

I get asked at times: How do I get any research done since I travel a lot? To answer this question, I need to explain how we do research.

The Growing Pains of Maturity

The Growing Pains of Maturity

Many times, we bought because they were in their “junior year”; this is what made them undervalued. Our research led us to the conclusion that their difficulties were transitory and that as they matured the market would revalue them.