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Results 151–180 of 180 found.

Set the Bar High
by Vitaliy Katsenelson of Investment Management Associates, 1/26/11
The world today is riddled with unique economic, political, and demographic risks. Finding attractively priced assets that will perform well in spite of these challenges is excruciatingly difficult. For investors, though, one segment of the market ? the highest-quality stocks ? still offers attractive risk-adjusted returns.

QE2: Beware the Perils of its Success
by Vitaliy Katsenelson, 11/30/10
QE2 is like a drug prescription that comes with a list of side effects that are often worse than the disease it was supposed to cure. It is difficult to know the unintended consequences of QE2, but it may result in a substantial decline in the dollar, stagflation, lower economic growth and much higher interest rates.

A Reading List for 2010: Part 2
by Vitaliy Katsenelson, 11/16/10
Updated for 2010 and in time for the holidays, here is the latest installment of my recommended books. I originally wrote this list in 2008 and again last year. I intend to keep adding to and revising it every year. It contains seven sections: Selling, Think Like an Investor, Behavioral Investing, Economics, Stock Market History, Risk and Books for the Soul. The first three sections were presented last week and the remaining four are presented here.

A Reading List for 2010
by Vitaliy Katsenelson, 11/9/10
Updated for 2010 and in time for the holidays, here is the latest installment of my recommended books. I originally wrote this list in 2008 and again last year. I intend to keep adding to and revising it every year. It contains seven sections: Selling, Think Like an Investor, Behavioral Investing, Economics, Stock Market History, Risk and Books for the Soul. The first three sections are presented below and the remaining four will be presented next week.

Musings on Asia
by Vitaliy Katsenelson of Investment Management Associates, 7/22/10
The popping of both the Chinese and Japanese bubble economies will lead to higher interest rates. The Japanese government will probably not be able to intervene in the economy for much longer, and so rates in that country will rise and there will be little they can do about it. China's government, meanwhile, seems to be mulling another multi-hundred-billion-dollar stimulus over the next few months. The Chinese government's actions are thus the wild card that will determine the duration and the magnitude of the bubble's pop - the longer they intervene, the direr the consequences will be.

Video Interview: China, Pfizer, Vodaphone, Dox 10k; Travel (mis) Adventures and Lessons
by Vitaliy Katsenelson of Investment Management Associates, 2/12/10
Vitaliy Katsenelson of Investment Management Associates got snowed in at the airport on the way to Bermuda. He says choosing flights is like picking stocks: We are constantly making decisions based on imperfect information.

China?s Quest for a Shortcut to Greatness
by Vitaliy Katsenelson, 2/9/10
The Chinese economy must be getting out of control, because the Chinese government is doing the unthinkable: It is desperately trying to put the brakes on its economy. Author and fund manager Vitaliy Katsenelson looks back at how China got into this trouble and looks forward to China's prospects.

Who will Pay for the Burlington Acquisition?
by Vitaliy Katsenelson, 2/2/10
According to investment manager Vitaliy Katsenelson, Warren Buffett overpaid in Berkshire's acquisition of Burlington Northern. He states, "Though I agree with Buffett's assessment of the Kraft-Cadbury deal, I fear that investors and media are completely ignoring Berkshire's own, $30-billion-plus acquisition of a very cyclical, capital-intensive, not terrifically high-return-on-capital business - Burlington Northern."

More Government in the Financial Sector to Save Capitalism
by Vitaliy Katsenelson, 2/2/10
In this article, Vitaliy Katsenelson argues that, despite his free market bias, the "too big to fail" banks will benefit from tighter regulation.

Investing in Range-bound Markets
by Vitaliy Katsenelson, 12/15/09
Vitaliy Katsenelson, a frequent contributor to these pages, reviews his thesis for secular market cycles, why the US markets remain locked in a range-bound state, and what it will take for them to exit from that state.

Dubai?s Moon Shot
by Vitaliy Katsenelson, 12/8/09
Dubai is like NASA; both have proven that anything is possible when you ignore economic costs. As Vitaliy Katsenelson writes, many technological discoveries were made in the process of putting a man on the moon; but the project did have, and was expected to have, a negative return on capital.

Our Steroidally Challenged Economy
by Vitaliy Katsenelson, 11/17/09
Vitaliy Katsenelson writes that the US economy is like a marathon runner who, after suffering an injury, takes steroids in order to return to racing. His performance is fine, but what don't see are the risks, just as our economy is now "steroidally challenged."

The Best Books on Investing
by Vitaliy Katsenelson, 11/3/09
Author and fund manager Vitaliy Katsenelson provides us with his list of the best books on investing. It contains six sections: Selling, Think Like an Investor, Behavioral Investing, Economics, Stock Market History, and Books for the Soul.

Michael Moore ? Take This!
by Vitaliy Katsenelson, 10/13/09
Vitaliy Katsenelson doesn't do movie reviews, and he hasn't watched Michael Moore's previous movies. But when a Denver Post reporter invited him to a private showing of Moore's latest flick, "Capitalism: a Love Story," its subject matter enticed the Russian-born author to check it out, and he has a few choice words for Moore and his anti-capitalistic views.

Will Japan drive our interest rates higher?
by Vitaliy Katsenelson of Investment Management Associates, 9/28/09

Five Reasons to Avoid the Gold Rush (Updated)
by Vitaliy Katsenelson, 9/15/09
The reasons why one should sell the cat, pawn the mother-in-law, and use the proceeds to buy gold are well known. However, in this guest contribution, Vitaliy Katsenelson offers arguments why one should think twice before jumping in bed with the gold bugs, or at least remain sober while determining gold's weight in the portfolio.

Another Confirmation of Chinese Not-so-miracle Growth; September - the Worst Month of the Year
by Vitaliy Katsenelson of Investment Management Associates, 9/1/09

Beating a Dead Dragon
by Vitaliy Katsenelson, 8/25/09
The last thing you may want to read is another article about China - how many ink cartridges have been exhausted writing about its phenomenal growth numbers in the past decade? - but what Vitaliy Katsenelson has to say may surprise you: China's economy is hardly as vibrant as everyone thinks it is.

Healthcare Game
by Vitaliy Katsenelson of Investment Management Associates, 8/18/09

You Kiddin' Me?
by Vitaliy Katsenelson of Investment Management Associates, 8/17/09

China's Growth an Accounting Miracle
by Vitaliy Katsenelson of Investment Management Associates, 8/6/09

The Simple Math of China's Staggering Growth
by Vitaliy Katsenelson of Investment Management Associates, 7/28/09

Five Reasons to Avoid the Gold Rush
by Vitaliy Katsenelson of Investment Management Associates, 6/18/09

The Susan Boyle of Software
by Vitaliy Katsenelson of Investment Management Associates, 6/1/09

Are We in a Cyclical or Secular Bull Market?
by Vitaliy Katsenelson of Investment Management Associates, 5/20/09

How Stealing Chrysler Threatens Our Markets
by Vitaliy Katsenelson of Investment Management Associates, 5/12/09

The Next Great Bubble?
by Vitaliy Katsenelson, 4/28/09
One more bubble, please. After the bubbles in technology, housing, and commodities, we saw the mother of all bubbles: the one in global liquidity. The world economy seemed to require bubbles for its continued functioning. Guest contributor Vitaliy Katsenelson says investors' prayers are now being answered: There's a new bubble now - or an old one is being re-inflated - which he calls the Troubled China Revival Program (TCRP).

Worries in the Middle East; Exxon Apostasy Continued.
by Vitaliy Katsenelson of Investment Management Associates, 2/12/09

Is it a Bull, Bear or Cowardly Lion Market?
by Vitaliy Katsenelson of Investment Management Associates, 4/24/08

Katsenelson Predicts
by Vitaliy Katsenelson of Investment Management Associates, 3/5/08
Results 151–180 of 180 found.