Signs of Global Growth Slowdown?
This weekend’s papers provided new signs of global economic slowdown. The first came from Japan. For the first time in 26 years – a long time – Japan became a net importer (imports exceeded exports)....
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Will Japan drive our interest rates higher?
In investing, it’s important to think unconventionally and creatively while at the same time considering risks – no matter how remote or unmanageable they are. I keep thinking: What would drive our...
View ArticleJapan – Past the Point of No Return
Japan – Past the Point of No Return – By Vitaliy Katsenelson Sing up to receive articles by email (no spam) E-mail Address: Email Marketing powered by StreamSend
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Don’t call me Dr. Doom, call me Mr. Realist
I had an interesting conversation last week with a potential investor. I described my thoughts on the US economy, explaining that in our (my firm’s) view the current strength of the US economy is...
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Musings on Kids and Asia
I have not written articles in a few months, except for the one I wrote for the July issue of Institutional Investor magazine, on Japan (I’ll post a link once the magazine comes out).. I am sure...
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Japan: Land of the Rising Debt
Investors are understandably scared of the sovereign debt crisis unfolding in Europe. Amid their angst, however, they are ignoring a more likely, and significantly larger, debt catastrophe that is...
View ArticlePoststeroid Economics
Here is my latest article in the October issue of Institutional Investor Poststeroid Economics By Vitaliy N. Katsenelson During the ’80s and ’90s, ignorance was bliss. The global economy was growing...
View ArticleU.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...
View ArticleSet the Bar High
The Ups and Downs of Flying I am a very nervous flyer. Whenever there is a little bit of turbulence, I look out the window, see shaking wings, and start to wonder whether they’ll keep holding the...
View ArticleChina – The Mother of All Gray Swans / Japan – Past The Point of No Return
I updated my presentation on China and Japan. – Enjoy China Japan Presentation – By Vitaliy Katsenelson – ContrarianEdge
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Video from China/Japan Presentation and DC Trip
I gave a presentation on China/Japan at the “Rethinking Seminar” at Johns Hopkins University Applied Physics Lab. My presentation was videotaped; video (both streaming and download), audio, and even...
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Krugman’s Missed Call; Europe/China/Japan; Sideways Markets; Profit Margins;...
I wanted to share with you my interview with my friend Bob Huebscher who runs a terrific website Adviser Perspectives. I am very excited about this interview because in a very unconstrained format we...
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Omaha & Bubbles
I have to confess, I am tired of writing “structured” articles, the ones where I have to limit my thoughts to 800 words. So with this email I am taking a break. This is an unstructured stream of...
View ArticleLecture: China & Global Economy
On January 18, 2011 I had a great pleasure to give a lecture on China and its impact on global economy at Johns Hopkings University Applied Physics Lab. [embedplusvideo height="281" width="500"...
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