- 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
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Jan 21, 19:25 pm
Whatever Happened to the Invisible Hand of Capitalism?
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Dec 26, 10:03 am
These clues tell you if a company is making a dumb acquisition
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Dec 15, 08:46 am
Downhill Racing Meets Value Investing
- Vitaliy Katsenelson, CFA
The Dangers of Dividend Obsession
“This is a very bad, incoherent piece.” I received this feedback from a reader concerning my recent article . I don’t expect everyone to agree with me, and I welcome negative feedback because
- Vitaliy Katsenelson, CFA
What Not to Buy in Today’s Stock Market
Dear reader, if you are overcome with fear of missing out on the next stock market move; if you feel like you have to own stocks no matter the cost; if you tell yourself, “Stocks are expensive, but I am a long-term investor”; then consider this article a public service announcement written just for you.
- Jack N. Singer, Ph.D.
Maintaining Client Trust: The Key To Building AUM
All financial professionals understand that maintaining trust among their clients, even when market conditions challenge their portfolio bottom line, is the key to maintaining and building AUM
- Vitaliy Katsenelson, CFA
The Pharma Stocks We’re Buying Now
A few weeks ago I explained why my firm is investing in pharmaceuticals stocks, despite the sector being a favorite punching bag of politicians. I noted that we have recently added to our
- Vitaliy Katsenelson, CFA
Playing a Game of Economic Survivor
I don’t do writing assignments. I don’t like deadlines. I am not a writer; I am an investor who thinks through writing. So when I was asked to write on the future of investing, my instinct was to politely decline.
- Advisors Magazine
4 Best Spots to See Fall Foliage
Fall is one of the most beautiful seasons for travel. Whether going solo, with a loved one, or with the grandchildren, knowing the best spots to witness the glory of the turning
- Vitaliy Katsenelson, CFA
It’s not just Amazon’s fault
Retail stocks have been annihilated recently, despite the economy eking out growth. The fundamentals of the retail business look horrible: Sales are stagnating and profitability is getting worse
- Vitaliy Katsenelson, CFA
SoftBank’s big plan for a smarter internet is brilliant
Masayoshi Son doesn’t do anything small nor does he do things in a simple way.
- Vitaliy Katsenelson, CFA
Investment Lessons Learned from the Poker Table
“I don’t know.” These three words don’t inspire a lot of confidence in the messenger and probably will not get me invited onto CNBC, but that is exactly what I think about the topic I am about to discuss.
- Steven Selengut
Fixed Income Outperforms Stocks This Century
The following is a superficial, Wall Street style, analysis of two hypothetical portfolios starting out at the turn of the century... roughly 17.25 years ago.
- Steven Selengut
Do You Have The Right Stuff?
When Interest Rates Start Rising ... and Beyond When is 3 percent better than 6 percent? Yeah, we all know the answer, but only until the prices of the securities we already own begin to fall.