- Vitaliy Katsenelson, CFA
Why We Sold Apple Stock
Our firm bought Apple shares for clients’ portfolios in 2013, and we are used to being a contrarian voice when it comes to the stock (read here and here) — we loved it when it was hated.
- Steven Selengut RIA
Stock & Bond Market Corrections Are Beautiful Things ... If
Other the past 40 years, there have been several major market corrections, and a significant number of (smaller) "opportunity" providers. After a ten year run up in stocks, we finally have a mild
- Vitaliy Katsenelson, CFA
My Self-Improvement Journey
I am 14 months into working on my new book, The Intellectual Investor, which is far from being finished. I have written fifty thousand words but have yet to find answers I am looking for,
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Dec 03, 10:05 am
Why We Sold Apple Stock
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Nov 29, 10:29 am
Stock & Bond Market Corrections Are Beautiful Things ... If
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Oct 18, 15:02 pm
My Self-Improvement Journey
- Vitaliy Katsenelson, CFA
How To Invest In A Stock Market That’s Due For A Hard Landing
I simply don’t trust the fundamentals of the global economy right now. The system is built on quicksand.
- Steven Selengut
Do Stock Market Numbers Really Matter?
The last "all time high" in the S & P 500 (2,873) was struck just over six months ago, on January 26th. Since then, it has been down roughly 10% on three different occasions, with no shortage
- Vitaliy Katsenelson, CFA
Why My Firm Sold Short-Term Bond ETFs and Bought U.S. Treasury Bills
Recently my firm replaced all of our short-term bond exchange-traded funds with U.S. Treasury bills. The core motive for this decision was not to pick up a few points of extra yield,
Several years ago, while fielding questions at an AAII (American Association of Individual Investors) meeting in Northeast NJ, a comparison was made between a professionally directed
- Steven Selengut
The "Great Recession" - Ten Years Later
I thought you might be interested in some thoughts about the investment climate around the time of the "great recession". You may find them disturbing, or enlightening, depending on where
- Vitaliy Katsenelson, CFA
How Investors Should Deal With The Overwhelming Problem Of Understanding The World Economy
“What the ---- do I do now?” This was the actual subject line of an e-mail I received that really summed up most of the correspondence I got in response to an article I published last summer.
- Vitaliy Katsenelson, CFA
Exxon Mobil Think Again
General Electric’s collapse should have served as a reminder that buying a company based solely on past reputation and dividend yield is a dangerous endeavor.
- Vitaliy Katsenelson, CFA
How Amazon could lose its health-care bid while drug distributor stocks win
Amazon.com has been one of the most innovative and disruptive companies of this century, with incredible success in areas that lie outside of what has been historically perceived as its core business (book selling).
- Vitaliy Katsenelson, CFA
My daughter Hannah had her bat mitzvah this Sunday.
It was one of the most important days of her life. For a Jewish girl it ranks somewhere close to getting married or having a firstborn.
- Vitaliy Katsenelson, CFA
Whatever Happened to the Invisible Hand of Capitalism?
When I was growing up in the Soviet Union, our local grocery store had two types of sugar: The cheap one was priced at 96 kopecks (Russian cents) a kilo and the expensive one at 104
- Vitaliy Katsenelson, CFA
These clues tell you if a company is making a dumb acquisition
As a shareholder, you do well to place more emphasis on risk than on reward. Corporate management usually does the opposite, and this is why most large acquisitions fail.
- Vitaliy Katsenelson, CFA
Downhill Racing Meets Value Investing
I wrote this article in May. Every time it was destined to be published in the pages of Institutional Investor, it got bumped by another, more timely one I had written. Finally, when a space opened