Vitaliy Katsenelson
The China Bubble’s Coming — But Not the One You Think
Financial commentators are obsessively debating whether the recent rise in the Chinese stock market means there's a bubble - and if so, when it's going to burst.
Microsoft – Is Not Over Until it is Over
I’ve received a few emails asking my thoughts on Microsoft’s (MSFT) quarter. Here is my take: this is probably the least meaningful quarter in the company’s recent history.
Caterpillar’s Earnings
It is interesting to observe the excitement the Street has with Caterpillar's (CAT) earnings. They were better than company thought last quarter.
Random thoughts, Stocks for the Long-Run, no more
Today I’ve caught up on my last three BusinessWeek podcasts, called “Story Behind the Story.” John Burns, BW’s editor, interviews the reporter who wrote this week’s cover story.
Four Reasons Why Investors Are Wrong on IMS Health
The word contrarian is often overused in investing, I have yet to meet an investor who bragged about being a crowd follower; therefore, everyone is a contrarian.
Six reasons why natural gas is better investment than oil
Six reasons why natural gas is better investment than oil
Five reasons to avoid the gold rush
The arguments for why one should sell the cat, pawn the mother-in-law and use the proceeds to buy gold are well known.
As investment, gold’s just a brick
Gold is an important but very different asset class that competes with stocks and bonds. Unlike stocks and bonds, its main attractions are scarcity, durability and resistance to oxidation - it simply never stops shining.
You are not as smart as you think you are
Lately I’ve been getting this powerful feeling that everything I touch turns to gold. Every time I buy a stock, it goes up. Did I finally figure out the stock market game?
The Making of CAPITALISTIC PIG
I spent my youth in Murmansk, a city in the northwest part of Russia, located right above the Arctic Circle. Murmansk owes its existence to the port that, due to the warm Gulf Stream, doesn't freeze during the long winters, providing unique access to Russia from the north.
How Rising Stocks Lift the Economy
We often talk about how developments in the economy will impact the stock market, but we rarely discuss the other side of the relationship.
Microsoft’s best week in quite a while
Call it the wishful thinking of the guy who owns stock, but the news flow from the company this week was excellent: Microsoft (MSFT).
Susan Boyle of Software or Microsoft’s Got Talent
When I think of Microsoft stock, images of Susan Boyle in "Britain’s Got Talent" come to mind. The Scottish woman appeared and expectations of her singing were in line with her appearance.
What Future Holds?
A friend asked: What do you make of this rally? Is this May 2003 [beginning of four year cyclical bull market], or May 2008? [beginning of dramatic stock market declines]
China Growth – No Miracle
One should not confuse China's latest economic growth with sustainable growth.
Will China stay the capitalist course?
That public will becomes even stronger when a country’s past is ridden with political and economic misery. Think of Germany and Japan after World War II.
How stealing Chrysler threatens our markets
Wielding the public's empathy as a weapon, President Obama took Chrysler from its rightful owners: secured loan holders.
The Danger of Leveraged ETFs
There is a tremendous misconception that leveraged ETFs are to be used as long-term investments. On the surface they make a lot of sense.
Pricing Power
Got a letter from Bank of America (BAC) today that informed me that I am a great customer and also mentioned that B of A will be raising fees.
Mister Softie, are you serious?
I own Microsoft (MSFT) stock, and I do believe it is one of the steals of the century. But when I read that the code name for a phone, that is supposed to capture the days of glory from Apple's iPhone.
Obama’s First Econ Lesson
Education is expensive, consumes a lot of time and the payoff is not worth the trouble. This is a very early wake up call on socializing medical care in the US.
