Vitaliy Katsenelson Contrarian Edge

value investing, life, and classical music explained

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    • Soul in the Game
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  • Libertarian’s (Unexpected) View on the Bailout of the Banking System

    by Vitaliy Katsenelson March 30, 2023
    by Vitaliy Katsenelson Stock Analysis
    • Spring Letter 2023
    March 30, 2023

    Bailout of the banking system create social tension. Eventually, bailouts introduce so much risk into the system that failures and bailouts become too costly for the society to bear, government creates draconian rules trying to prevent them in future, which in turn kills innovation and the formation of new businesses, and the result is a stagnating economy.

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  • What to Expect After the Silicon Valley Bank Collapse

    by Vitaliy Katsenelson March 23, 2023
    by Vitaliy Katsenelson Stock Analysis
    • Silicon Valley Bank
    • Spring Letter 2023
    • Stock Market
    March 23, 2023

    The Silicon Valley Bank collapse may be an extreme event, but it gives us a preview at a 100x magnification of what other banks are facing.

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  • The Stock Market, The Economy, Possible Outcomes, How to Invest

    by Vitaliy Katsenelson March 13, 2023
    by Vitaliy Katsenelson Stock Analysis
    • Stock Market
    • Winter Letter 2022
    March 13, 2023

    This is part one of the winter seasonal letter I wrote to IMA clients, sharing my thoughts about the economy and the market. I tried something I’ve never done before.…

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  • Hidden costs of living in Switzerland

    by Vitaliy Katsenelson February 17, 2023
    by Vitaliy Katsenelson Life
    • Life
    February 17, 2023

    After a recent trip to India, the contrast with Switzerland was stark. But there are hidden costs of living in Switzerland as well.

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  • Why we’re confident in our Charter investment

    by Vitaliy Katsenelson February 9, 2023
    by Vitaliy Katsenelson Stock Analysis
    • Charter Communications
    • Winter Letter 2022
    February 9, 2023

    The CHTR decline may have kicked us in the face, but our extensive research is telling we’re not wrong about our Charter investment. Here’s why:

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  • The Real Country of Contrasts: Our Unforgettable Trip to India

    by Vitaliy Katsenelson February 1, 2023
    by Vitaliy Katsenelson Life
    • India
    • Life
    February 1, 2023

    My daughter Hannah and I went to a trip to India. We visited a small part of this large country, the most populous in the world.

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  • Stock Market Roller Coaster: Prepare for a Decade or Two of Disappointing Returns!

    by Vitaliy Katsenelson January 26, 2023
    by Vitaliy Katsenelson Stock Analysis
    • Stock Market
    • Winter Letter 2022
    January 26, 2023

    Investors who own index funds have likely strapped themselves into a giant stock market roller coaster which, to this point, has only gone up.

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  • Why we’re not celebrating the vindication of our investing principles

    by Vitaliy Katsenelson January 19, 2023
    by Vitaliy Katsenelson Stock Analysis
    • Stock Market
    • Winter Letter 2022
    January 19, 2023

    Value investors have had a miserable time over the past years. Now that our investing principles are finally being vindicated, you’d expect us to gloat. But Herr Schadenfreude is not a friend of ours.

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  • How Greed and Leverage Destroyed the Crypto Tulip Market

    by Vitaliy Katsenelson January 12, 2023
    by Vitaliy Katsenelson Stock Analysis
    • Cryptocurrency
    • Stock Market
    January 12, 2023

    Crypto currency was touted as antidote to central banking. But with its own flaws, is the system itself to blame for this crypto market crash?

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  • Why non-transitory recession is coming and how to face it as an investor

    by Vitaliy Katsenelson November 10, 2022
    by Vitaliy Katsenelson Stock Analysis
    • Macro Economy
    November 10, 2022

    Recessions are like forest fires – small ones are healthy for the forest. However, the longer you suppress fire, the more dead material the forest accumulates. Eventually, when it does pay a visit, it is more devastating and its effects are more long-lasting.The recession that is coming could be a big fire.

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Inspiring Stories & Hard-Won Life Lessons Introducing My New Book Soul in the Game

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Vitaliy Katsenelson Contrarian Edge
  • Blog
  • About
  • Books
    • Investing Books
    • Soul in the Game
  • Podcast
  • Resources
    • The 6 Commandments of Value Investing
    • Vitaliy’s Article Almanac
    • Value Investing Student Curriculum
    • Understanding Today’s Markets
    • Letter to a Young Investor
  • Contact
  • Investment Services