Even Capitalist Pigs Should Love Bank Regulation
Jan 29
I am a Capitalist Pig, and proud of
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...
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...
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...
Aug 25 | I love Barron’s. I really do. I read it from cover to cover, and I...
8:58 pm / Comments / Read More »
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 »
Jul 23 | On BNN TV (Canadian version of CNBC) discussing sideways markets and my favorite stocks ...
11:17 pm / Comments / Read More »
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 »
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 »
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 »On BNN: Range-Bound Markets, eBay, Pfizer, Vodafone
On CNBC – Investing in Range-Bound Markets
Barron’s: Economic Steroids Are Toxic, Too
Q&A with FT:Investing in Range-Bound Markets
On CNBC: Will Japan drive our interest rates higher?
Q&A with Barron’s

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 Katsenelson < ...
9:23 pm / Comments / Read More »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 »Jan 05 | I’ve received so many emails about the WSJ front page article in which the Russian expert, a professor and ex-KGB agent predicts that the US will falter and be split up into five zones (see map below, here is a link to the original article and here is a link to his video interview) and...
6:19 pm / Comments / Read More »Apr 23 | When I was invited to give a presentation in March about my book to South African CFA Society members in Cape Town and Johannesburg, to say that my expectations for South Africa were low is a tremendous understatement. Click here to see pictures from this trip (opens PDF). Preparations included a visit to my doctor where...
2:43 pm / Comments / Read More »Sep 09 | The reasons why one should sell the cat, pawn the mother-in-law, and use the proceeds to buy gold are well known: the Fed is printing money faster than you can read this, which will result in inflation; the government is borrowing like a drunken monkey, so the dollar will be devalued; this will debase all...
3:26 am / Comments / Read More »Aug 25 | I love Barron’s. I really do. I read it from cover to cover, and I truly believe it is one of the few business publications that knows the...
8:58 pm / Comments / Read More »Jul 23 | On BNN TV (Canadian version of CNBC) discussing sideways markets and my favorite stocks ...
11:17 pm / Comments / Read More »
Jan 31 | I have tremendous respect for Mr. Buffett. But every word that comes out of his mouth should not be looked upon as...
8:17 am / Comments / Read More »
Jan 18 | I understand why investors don’t want to own Pfizer (PFE); there is little excitement in the stock: It is down significantly from the...
9:57 pm / Comments / Read More »
Sep 05 | Financial stocks had a huge run up from their bottom. Many have doubled and tripled, but are they still cheap? It’s almost impossible...
2:38 pm / Comments / Read More »
Aug 18 | Given my usual warning, I don’t want to discuss politics in my writings for two reasons: it bores me to death and...
8:14 pm / Comments / Read More »
Jul 16 | The word contrarian is often overused in investing, I have yet to meet an investor who bragged about being a crowd follower;...
1:05 am / Comments / Read More »
Jan 14 | The stock market’s performance over the next decade will be very similar to the one since 2000: the WSJ appropriately named it...
9:56 pm / Comments / Read More »
Jul 25 | Financial commentators are obsessively debating whether the recent rise in the Chinese stock market means there's a bubble -- and if so,...
6:34 pm / Comments / Read More »
Mar 06 | DENVER (MarketWatch) — The stock market has dropped. Corporate profits have collapsed. And profit margins have reverted toward the mean. What is...
1:46 am / Comments / Read More »
Nov 21 | I wrote this article almost two years ago, it is by far the most important article I ever wrote. I strongly encourage you...
5:40 pm / Comments / Read More »
Aug 21 | I had my TV service disconnected at home for awhile now, don’t want my kids to become TV-addicts. We reconnected it on...
8:08 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...
10:52 pm / Comments / Read More »Jan 28 | The Chinese economy must be getting out of control, because the Chinese government is doing the unthinkable: It is desperately trying to put the brakes on the economy. When you...
6:11 pm / Comments / Read More »