Vitaliy Katsenelson
What Fiddler on the Roof has to do with Value Investing
My interview with Forbes' John Dobosz on what value investing and Fiddler on the Roof have in common.
$1.3 Billion Burj Khalifa 2.0 is Brilliant!
Earlier this week we saw reports that “Beijing authorities plan to build a "seven-star hotel" modelled after Dubai's Burj Khalifa - the world's tallest building - in a $1.3 billion joint project with Saudi Arabia.”
Interview with Adviser Perspectives
To paraphrase Nassim Taleb, "Giving interviews is the art of repeating oneself without anyone noticing." With the new book out, I have the pleasure and the opportunity to perfect that art.
My 10 Favorite/Important Articles from 2010
Here are my 10 most favorite/important articles from 2010, all of them are still relevant today.
Interview with Manual of Ideas
Exclusive Interview with Vitaliy Katsenelson, CIO of Investment Management Associates and Author of The Little Book of Sideways Markets.
I had in depth audio interview with Jim Puplava
I had a pleasure of being interviewed by Jim Puplava, it is a lengthy and in depth interview about The Little Book of Sideways Markets.
David Rosenberg and Barron’s
David Rosenberg, ex-Chief Economist with Merrill Lynch, now with Gluskin Sheff, kindly mentioned my book in his research on Monday.
The Little Book of Sideways Markets is Out!
The Little Book of Sideways Markets is officially out. It was a fun and interesting project. I took Active Value Investing, completely rewrote the first half of the book.
On CNBC: Winning in Sideways Markets
A new little book is threatening to turn all that sage advice on its head. Vitaliy Katsenelson’s “The Little Book of Sideways Markets.”
U.S. Must “Man Up and Take the Pain” or We’ll Become Japan
"Lower taxes and borrow money to finance it," pretty much sounds like U.S. fiscal policy during the Bush years.
QE2 Is Not Only a Mistake, “It’s Criminal”
The failure of QE2 doesn't worry me. It's the success that worries me. I think it's criminal.
QE2: Beware the Perils of its Success
Over the next eight months the Federal Reserve will conduct QE2 – quantitative easing, the sequel. It will buy $600 billion worth of US long-term bonds in the open market.
Recommended Book List
Read books that will bring you sanity, the ones that will snap you back into the mindset of investor and out of being a nervous observer of the daily stock market melodrama.
China – The Mother of All Grey Swans
I had the pleasure of presenting my thesis on China and Japan at the Casey Research Summit in San Diego in early October.
Poststeroid Economics
During the ’80s and ’90s, ignorance was bliss. The global economy was growing nicely, and analyzing it seemed like a waste of time.
Shadow over Asia
I had the pleasure of presenting my thesis on China and Japan at the Casey Research Summit in San Diego in early October.
Barron’s Is Wrong On Medtronic
Barron’s its article on Medtronic is wrong! Here are some arguments the Barron’s article made that require my rebuttal.
Japan: Land of the Rising Debt
Two decades of stimulative, low-interest-rate fiscal policy have made Japan the most indebted nation in the developed world.
Musings on Kids and Asia
My nine-year-old son Jonah and I have been playing chess a few hours a day. I never thought I'd enjoy playing chess as much, but I do.
Microsoft Debt Issuance Makes Zero Economic Sense
Microsoft will use the sales proceeds to repay short-term debt. If it was any other company I’d ignore this headline as a daily noise as this kind of things happens all the time.
Investing in Range-Bound Markets
Here is my article on range-bound markets in NAPFA magazine on Investing in Range-Bound Markets.
