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 is significantly boosted by steroids graciously provided by the US government in the form of stimulus. (I’ve written about it in this [...]
Japan – Past the Point of No Return – By Vitaliy Katsenelson Sing up to receive articles by email (no spam) E-mail Address: Email Marketing powered by StreamSend
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.
I was invited to speak to the CFA Society of Bermuda. My wife and I decided to make a mini kids-free vacation out of it. We rented the kids out to the grandparents. On the way to Bermuda we were to stop by NYC for a few days. I had my days packed with meetings; my [...]
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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 <
If I were a prosecutor I’d be thanking Al Gore for inventing the internet and email (I don’t know if Mr. Vice President claimed the email invention, but without the internet there is no email). Especially email, because now you can amass evidence of wrongdoing in a very searchable and easy-to-use format. TheStreet.com has dug [...]