I always look forward to Hendrik Leber’s presentations. Hendrik runs a value investment fund named Acatis..
I keep hearing that Canada is in the midst of its own real estate bubble, and I wonder if our northern neighbor will have its own banking crisis soon.
This year James Chanos gave the Valuex Vail attendees an update on the Chinese bubble: It is alive and kicking. Jim estimates that Chinese spending on residential construction is currently running at 20 percent of GDP.
I don’t do writing assignments. I don’t like deadlines. I am not a writer; I am an investor who thinks through writing. So when Institutional Investor asked me to write on the future of investing, my instinct was to politely decline. But the topic did seem intriguing. So I decided to give it a try.
I am back from Buffett’s Omaha. Every year I come back feeling supercharged for the..
I updated my presentation on China and Japan. – Enjoy China Japan Presentation – By..
After it’s property bubble burst, Japan embarked on a stimulus program Katsenelson describes simply as:..
China Roundtable with Robert Horrocks and Vitaliy Katsenelson
I’ll cover a lot of random subjects, but let me start with an invitation. I..