Vitaliy Katsenelson Contrarian Edge

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  • Why Is Inflation So High Right Now? 6 Reasons + What Happens Next

    by Vitaliy Katsenelson May 19, 2022
    by Vitaliy Katsenelson Stock Analysis
    • Inflation
    May 19, 2022

    The war in Ukraine will likely pour more gasoline on the already raging inflationary fire, threatening to send the global economy into stagflation. Stagflation is a slowdown of economic activity caused by inflation.

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  • A Value Investor Gathering in Omaha

    by Vitaliy Katsenelson April 19, 2022
    by Vitaliy Katsenelson Stock Analysis
    • Buffett
    • Omaha
    April 19, 2022

    I am hosting an intimate gathering for friends, readers, and fellow value investors from 8–10:30 AM on Friday, April 29, 2022, at Lula B’s in Omaha. Stop by and enjoy some delicious breakfast. If you show up early enough, you might even get a free signed copy of my new book, Soul in the Game: The Art of a Meaningful Life.

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  • Turning a PBS Interviewer into Interviewee

    by Vitaliy Katsenelson April 14, 2022
    by Vitaliy Katsenelson Life
    • Life
    April 14, 2022

    I was interviewed on PBS Newshour about the insanity that is happening in the NFT market. I can sum up my thoughts in one sentence: NFTs, just like cryptocurrencies, are not just a technology of the future, but a speculative bubble induced by excess global liquidity in the present.

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  • Mental Models for Investing – an Interview with The Value Perspective

    by Vitaliy Katsenelson April 7, 2022
    by Vitaliy Katsenelson Stock Analysis
    • Value Investing
    April 7, 2022

    I sat down with the Value Perspective podcast to discuss my value investing approach. Much of the conversation ended up focusing on mental models and frameworks that I’ve found useful in analyzing businesses – and the market as a whole – as a value investor. You can read the transcript or listen to the original podcast interview below.

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  • Soul in the Game – The Art of a Meaningful Life

    by Vitaliy Katsenelson March 30, 2022
    by Vitaliy Katsenelson Life
    • Life
    March 30, 2022

    This is my newest book. It has nothing to do with investing. In fact, it is a deeply personal collection of inspiring stories and hard-won lessons that weave together insights from classical composers, ancient Stoics, and contemporary thinkers. It’s a tapestry of practical wisdom that has helped me overcome some of my greatest challenges – in work, family, identity, and health.

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  • War in Ukraine: Part 4 – Are There Neo-Nazis in Ukraine?

    by Vitaliy Katsenelson March 23, 2022
    by Vitaliy Katsenelson Stock Analysis
    • Geopolitics
    • War in Ukraine
    March 23, 2022

    In his speech declaring war on Ukraine, the dictator of Russia, Vladimir Putin, said the goal of his “special operation” was the de-Nazification of Ukraine and ridding it of drug addicts. He’d remove the democratically elected government and install a Russia-friendly puppet government instead, thus expanding the power and influence of the Russian empire. But de-Nazification?

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  • War in Ukraine: Part 3 – The Future of Russia

    by Vitaliy Katsenelson March 7, 2022
    by Vitaliy Katsenelson Stock Analysis
    • Geopolitics
    • War in Ukraine
    March 7, 2022

    Sanctions have a checkered history. They didn’t get rid of Castro in Cuba or the Kims in North Korea. It took more than a decade for sanctions against South Africa in the 1980s to bear fruit. But the world has never seen sanctions like this. Ironically, these sanctions may give Putin even more power.

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  • War in Ukraine: Part 2 – The New World

    by Vitaliy Katsenelson March 3, 2022
    by Vitaliy Katsenelson Stock Analysis
    • Geopolitics
    • War in Ukraine
    March 3, 2022

    Just as 9/11 dramatically changed the flow of history, resulting in two wars and hundreds of thousands of deaths and millions of lives ruined, so too will Putin’s invasion of Ukraine. Right now, we are seeing only the first effects and getting glimpses of second-order effects. The broad third-order effects will not be visible for a long time, though they’ll be obvious in hindsight.

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  • War in Ukraine: Why I Was Blindsided, Part 1

    by Vitaliy Katsenelson March 1, 2022
    by Vitaliy Katsenelson Stock Analysis
    • Geopolitics
    • War in Ukraine
    March 1, 2022

    Eight days before Russia invaded Ukraine, I wrote an article saying there would be no war. I was certain of it. I was wrong. How could I get it so wrong? The more you knew about the situation, the more likely you were to get it wrong.

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  • See More Clearly With These Two Mental Models

    by Vitaliy Katsenelson February 24, 2022
    by Vitaliy Katsenelson Stock Analysis
    • Fall Letter 2021
    February 24, 2022

    I’m a big fan of mental models. They allow you to think through analogy, often folding complex concepts into simple ones and transporting them from one discipline to another. They’re thinking shortcuts. If you arm yourself with mental models, you’ll often see what others don’t.

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Vitaliy Katsenelson Soul in the Game

Introducing my new book

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