Mar 30, 2023

This is part one of the winter seasonal letter I wrote to IMA clients, sharing my thoughts about the economy and the market. I tried something I’ve never done before. Instead of conveying my message through storytelling, I tried to compress my thoughts into short sentences. I summarized some 50,000 words into about...

Feb 17, 2023

Vitaliy gives an update on IMA's investment in cable company Charter. After being punched in the face by a declining stock price, Vitaliy and his team did an extensive amount of additional research on the business and industry.

He believes IMA's initial research was correct and will be proven out in time. Here's...

Feb 9, 2023

Vitaliy outlines how the conditions are ripe for a sideways market, something he knows about, having written two books on the subject.

He shares how to invest in sideways markets, and what to expect overall.

You can read this article online here:

Feb 2, 2023

Vitaliy is embarrassed to admit that he has at times felt Schadenfreude, "shameful joy", upon seeing growth stocks decline.

But his stoicism and decency quickly kicked in, and he banished this destructive feeling. Here's how.

You can read this article online here:

Jan 17, 2023

Vitaliy highlights the collapse of FTX, and how this amalgamation of greed, leverage, and naive hope has proven the Crypto Tulip market to be worthless.

You can read this article online here: https://contrarianedge.com/how-greed-and-leverage-destroyed-the-crypto-tulip-market/

Please read the following...