China – The Mother of All Grey Swans
I had the pleasure of presenting my thesis on China and Japan at the Casey Research Summit in San Diego in early October. Here is a link to my updated presentation on China and Japan (Japan starts on slide 40).
Home » October 30, 2010
Entries posted on “October, 2010”
Poststeroid Economics
Here is my latest article in the October issue of Institutional Investor Poststeroid Economics By Vitaliy N. Katsenelson During the ’80s and ’90s, ignorance was bliss. The global economy was growing nicely, and analyzing it (or even paying attention to market cycles) seemed like a waste of time, as the economy came in only three [...]
Shadow over Asia
The summer is over in Denver. Of course, in Denver the summer was officially over Labor Day weekend, when the outdoor swimming pools were drained and locked for the winter. For most people summer ended a few weeks later, when the leaves turned bright yellow. But not me, I wanted to hang on to this [...]