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Video from China/Japan Presentation and DC Trip

I gave a presentation on China/Japan at the “Rethinking Seminar” at Johns Hopkins University Applied Physics Lab.  My presentation was videotaped; video (both streaming and download), audio, and even cliff notes may be found here (by the way, make sure to take a look at other presentations on their website).  Also, I updated my slides […]

Set the Bar High

The Ups and Downs of Flying I am a very nervous flyer.  Whenever there is a little bit of turbulence, I look out the window, see shaking wings, and start to wonder whether they’ll keep holding the plane up.  Then my rational self kicks in, and I tell myself that statistically it is safer flying […]

U.S. Must “Man Up and Take the Pain” or We’ll Become Japan

After it’s property bubble burst, Japan embarked on a stimulus program Katsenelson describes simply as: “Lower taxes and borrow money to finance it,” which pretty much sounds like U.S. fiscal policy during the Bush years. Japan’s central bank has also employed quantitative easing repeatedly since the early 2000s; if their experience is any indication, Ben […]

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 […]

Japan: Land of the Rising Debt

Two decades of stimulative, low-interest-rate fiscal policy have made Japan the most indebted nation in the developed world

Musings on Kids and Asia

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 link once the magazine comes out)..  I am sure Freud, after spending a few minutes in my subconscious, would provide some disturbing explanations.  But as Freud said, […]

Don’t call me Dr. Doom, call me Mr. Realist

 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

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