Even Capitalist Pigs Should Love Bank Regulation
Jan 29
I am a Capitalist Pig, and proud of
Jul 30 | Two decades of stimulative, low-interest-rate fiscal policy have made Japan the most indebted nation in the developed world...
6:45 pm / Comments / Read More »
Jul 25 | I promised an article I wrote on Japan for Institutional Investor, and here it is. I also wanted to share pictures with you from the Value Investing Seminar in Italy (follow links to...
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Jul 23 | On BNN TV (Canadian version of CNBC) discussing sideways markets and my favorite stocks ...
11:17 pm / Comments / Read More »
Mar 23 | Christian Science Monitor approached me to write an article on China after they saw my presentation – China the Mother of All Black Swans. This article is a combination of this presentation and articles...
11:24 pm / Comments / Read More »
Feb 23 | I had an interesting conversation last week with a potential investor. I described my thoughts on the US economy, explaining that in our (my firm’s) view the current strength of the US economy...
10:52 pm / Comments / Read More »
Feb 20 | I was interviewed on BusinessInsider about China. If you did not see it, this presentation covers a lot of points I discussed in this interview. // < ![CDATA[ // < ![CDATA[ // ]]> ...
5:00 pm / Comments / Read More »Feb 18 | ...
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Feb 12 | Chinese economy – it has tremendous overcapacity in the commercial and residential real estate and industrial sectors as you see from this presentation: China – The Mother of All Black Swans – By Vitaliy...
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Jan 29 | I am a Capitalist Pig, and proud of it, thus you would not expect me to support government interference and more strenuous regulation of financial institutions – after all, capitalism (free markets) and...
8:50 pm / Comments / Read More »
Featured
Musings on Kids and Asia »
Jul 19 | I have not written articles in a few months, except for the one I wrote for the July issue of Institutional Investor magazine, on Japan (I’ll post a...
Books that will help gain sanity in insane market »
Oct 28 | I originally wrote this list of recommended books last year; recently I updated and added a few more. I hope to keep adding to it every year. It...
In Defense of Capitalism: a True Love Story »
Oct 06 | My writing is a byproduct of my investment process, I think through writing. I don’t do movie reviews and don’t watch Michael Moore’s movies. A Denver Post reporter...
Latest
Barron’s Is Wrong On Medtronic »
Aug 25 | I love Barron’s. I really do. I read it from cover to cover, and I...
8:58 pm / Comments / Read More »Japan: Land of the Rising Debt »
Jul 30 | Two decades of stimulative, low-interest-rate fiscal policy have made Japan the most indebted nation in the developed...
6:45 pm / Comments / Read More »On BNN: Range-Bound Markets, eBay, Pfizer, Vodafone »
Jul 23 | On BNN TV (Canadian version of CNBC) discussing sideways markets and my favorite stocks ...
11:17 pm / Comments / Read More »Musings on Kids and Asia »
Jul 19 | I have not written articles in a few months, except for the one I wrote for the...
8:47 pm / Comments / Read More »Microsoft Debt Issuance Makes Zero Economic Sense »
Jun 10 | Tuesday’s headline from the WSJ reads: “Microsoft Corp. (MSFT) to offer up to $1.25 billion in 3-year...
2:59 am / Comments / Read More »Investing in Range-Bound Markets »
May 23 | Here is my article on range-bound markets in NAPFA magazine: Investing in Range-Bound Markets by Vitaliy N. Katsenelson...
4:03 pm / Comments / Read More »
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