China
The Chinese Black Swan
Party rulers in China are trapped in a position that chess players deeply fear — zugzwang — where any move ...
Video from China/Japan Presentation and DC Trip
I gave a presentation on China/Japan at the “Rethinking Seminar” at Johns Hopkins University Applied Physics Lab. My presentation was ...
China – The Mother of All Gray Swans / Japan – Past The Point of No Return
I updated my presentation on China and Japan. – Enjoy China Japan Presentation – By Vitaliy Katsenelson – ContrarianEdge
Set the Bar High
The Ups and Downs of Flying I am a very nervous flyer. Whenever there is a little bit of turbulence, ...
$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 ...
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 ...
Poststeroid Economics
During the ’80s and ’90s, ignorance was bliss. The global economy was growing nicely, and analyzing it (or even paying ...
Shadow over Asia
The summer is over in Denver. Of course, in Denver the summer was officially over Labor Day weekend, when the ...
Musings on Kids and Asia
I have not written articles in a few months, except for the one I wrote for the July issue of ...
China Roundtable with Robert Horrocks and Vitaliy Katsenelson
China Roundtable with Robert Horrocks and Vitaliy Katsenelson
China: the coming costs of a superbubble
Christian Science Monitor approached me to write an article on China after they saw my presentation – China the Mother ...
Don’t call me Dr. Doom, call me Mr. Realist
I had an interesting conversation last week with a potential investor. I described my thoughts on the US economy, explaining ...
Business Insider Interview: China – Speed 3?
I was interviewed on BusinessInsider about China. If you did not see it, this presentation covers a lot of points ...
China – The Mother of All Black Swans
Chinese economy – it has tremendous overcapacity in the commercial and residential real estate and industrial sectors as you see ...
Jamie Dimon’s Thoughts on Chinese Banking System
If I were a prosecutor I’d be thanking Al Gore for inventing the internet and email (I don’t know if ...
Another confirmation of Chinese not-so-miracle growth
Electricity was not the only economic statistic not controlled / calculated by the Chinese government that showed that the 6% ...
Beating a Dead Horse
I know, I may sound like I’m beating a dead horse how much printer cartridge can one spill over China? ...
China’s growth an accounting miracle
I hope you are enjoying the last month of summer. I’ve gone fishing twice this month – caught absolutely nothing. ...
Reappraising China’s ‘Staggering’ Growth
I am not writing this under duress, neither my family nor I were kidnapped by the Chinese government; I simply ...
The Simple Math of “Staggering” Chinese Growth
Chinese non-export economy grew 23% in June! Before you start googling for that number, let me warn you. You won’t ...
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. My take? Who cares! What happens to the broader Chinese economy is what we should really be watching. It will have a far-reaching impact on the rest of the world -- much more far-reaching than a decline in stocks.
