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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).

Vitaliy Katsenelson

I am the CEO at Investment Management Associates, which is anything but your average investment firm. (Seriously, take a look.)

I wrote two books on investing, which were published by John Wiley & Sons and have been translated into eight languages. (Even in Polish!)

In a brief moment of senility, Forbes magazine called me “the new Benjamin Graham.” (They must have been impressed by the eloquence of the Polish translation.)

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