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, ...

U.S. Must “Man Up and Take the Pain” or We’ll Become Japan

After it’s property bubble burst, Japan embarked on a stimulus program Katsenelson describes simply as: “Lower taxes and borrow money ...

Poststeroid Economics

During the ’80s and ’90s, ignorance was bliss. The global economy was growing nicely, and analyzing it (or even paying ...

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

I have not written articles in a few months, except for the one I wrote for the July issue of ...

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 ...

Signs of Global Growth Slowdown

Signs of Global Growth Slowdown?

This weekend’s papers provided new signs of global economic slowdown. The first came from Japan. For the first time in 26 years – a long time – Japan became a net importer.