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Interview with Manual of Ideas

Manual of Ideas Interviews Vitaliy Katsenelson Vitaliy N. Katsenelson, CFA, is Chief Investment Officer at Investment Management Associates in Denver, Colo.  He is the author of  upcoming The Little Book of Sideways Markets (Wiley, December 2010).  To receive Vitaliy’s future articles by email, click here.

David Rosenberg and Barron’s

David Rosenberg, ex-Chief Economist with Merrill Lynch, now with Gluskin Sheff, kindly mentioned my book in his research on Monday. Vitaliy Katsenelson, a Denver-based money manager who recently wrote a bible of a book on investing (we had the honor of reading the manuscript) is featured on page 14 of Barron’s. He stated that he […]

The Little Book of Sideways Markets is Out!

The Little Book of Sideways Markets is officially out.  It was a fun and interesting project.  I took Active Value Investing (my first book), completely rewrote the first half of the book, added three new chapters (“Born Again Value Investor” is my favorite one), updated it to reflect the post-Great Recession economic environment, added new examples, […]

On CNBC: Winning in Sideways Markets

Know these names? The Way to Wealth, The Intelligent Investor, One up on Wall St, Stocks for the Long Run ? They’re all books that redefined investing for their time. But they may be headed for the history section. A new little book is threatening to turn all that sage advice on its head. We’re talking about Vitaliy Katsenelson’s “The […]

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 […]

QE2 Is Not Only a Mistake, “It’s Criminal”

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 success that worries me,” says Vitaliy Katsenelson of Investment Management Associates. “I think it’s criminal,” he tells Aaron in the accompanying clip. “They’re forcing […]

QE2: Beware the Perils of its Success

There is only one difference between a bad economist and a good one: the bad economist confines himself to the visible effect; the good economist takes into account both the effect that can be seen and those effects that must be foreseen.  … the bad economist pursues a small present good that will be followed […]

Travel (Mis) Adventure

I was invited to speak to the CFA Society of Bermuda.  My wife and I decided to make a mini kids-free vacation out of it.  We rented the kids out to the grandparents.  On the way to Bermuda we were to stop by NYC for a few days.  I had my days packed with meetings; my […]