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…
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5 Minutes of Fame
Of course, there are many critics of the Fed who say the second round of quantitative easing is wrong and even harmful. “The failure of QE2 doesn’t worry me. It’s…
The summer is over in Denver. Of course, in Denver the summer was officially over Labor Day weekend, when the outdoor swimming pools were drained and locked for the winter. …
Christian Science Monitor approached me to write an article on China after they saw my presentation – China the Mother of All Black Swans. This article is a combination of this…
I was interviewed on BusinessInsider about China. If you did not see it, this presentation covers a lot of points I discussed in this interview.
I was on BNN (a Canadian version of CNBC) today (click here to watch), discussed American Express (AXP). Why it is a good company, but a fairly valued (at best)…
I had a fun radio/podcast interview today with Chuck Jaffe at MarketWatch, my portion of the interview starts on the 10:40 mark), we “played” hold it or fold it with…
I was quoted in this week’s Barron’s on AmEx (AXP): “This company can weather a huge hurricane and come out fine,” says Vitaliy Katsenelson, head of research at Investment Management Associates…