August 2008 - Musing on the Markets

Vinny Catalano, CFA drills into the key themes and trends impacting the economy, the markets and ever fluid investment strategies with an eye toward domestic and global forces.

Musing on the Markets

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Beyond The Sound Bite

My Beyond The Sound Bite audio interviews are now available via Podcast on InvestorsInsight.com. Consume the feed here.

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Beyond the Sound Bite: An Interview with Dan Clifton

Sandwiched between the political conventions and the debates (President and Vice President) are key congressional and economic issues that will likely have a significant impact on the markets in the ever volatile month of September. Notably the Frank...

Published 08-26-2008 7:30 PM by Vinny Catalano, CFA

Filed under: Audio Interview, Geopolitics
There They Go Again

commentary from this week's "Sector and Styles Strategy Report*: Back on February 11th I wrote a report titled “What are the Sell Side Analysts Smoking?” The commentary and report focused on the excessively optimistic outlook earnings...

Published 08-26-2008 6:45 AM by Vinny Catalano, CFA

Filed under: Credit Crisis, Weekly Report, US Consumer, Credit Derivatives
A Scramble for Alpha in an Alpha Starved Environment

commentary from this week’s “Sectors and Styles Strategy Report”*: Unless one buys into the idea implied by the recent price action of US consumer related sectors (see pages 4 and 8*) that economic matters in the US are about to get...

Published 08-21-2008 7:10 AM by Vinny Catalano, CFA

Filed under: Weekly Report
Beyond the Sound Bite: An Interview with Beth Ann Bovino

With the US economy tettering on the edge of a second down leg and much of the global economy poised to join, economic forecasts range from the plain bad to the outright terrible. My interview with the Senior US economist for Standard and Poors includes...

Published 08-20-2008 7:37 AM by Vinny Catalano, CFA

Filed under: Credit Crisis, Audio Interview, Beyond the Sound Bite
Sectors and Styles Strategy Report: August 18, 2008

"Last week’s tepid US market action belied the much stronger decline in global markets (see page 8 of the report). Additionally, emergent strength in US consumer related sectors was evident. The combination of the two was modestly offset by...

Published 08-18-2008 10:57 AM by Vinny Catalano, CFA

Filed under: Weekly Report
Quotable Quotes: Sun Tzu

As aquaman (a/k/a Michael Phelps) seeks to make Olympic history in Beijing, the advice from a Chinese champion from another era and another discipline is ageless. Be it sport, politics, business, or war, a few words from Sun Tzu. "Strategy without...

Published 08-15-2008 9:29 AM by Vinny Catalano, CFA

Filed under: Quotable Quotes
Beyond the Sound Bite: An Interview with Roy Johnson

When it comes to understanding the drivers of corporate success, shareholder value, value based management, and value based finance are more than catchy phrases. They are analytical methodologies that enable a deeper understanding of the elements of competitive...

Published 08-13-2008 7:28 AM by Vinny Catalano, CFA

Filed under: Beyond the Sound Bite, Valuation
One Year and Counting

commentary from this week's "Sectors and Styles Strategy Report : “Of all the newfangled financial creations that have caused problems this past year, arguably the most nerve-wracking are derivatives traded over-the-counter…”...

Published 08-12-2008 4:01 AM by Vinny Catalano, CFA

Filed under: Credit Crisis, Financials, Weekly Report, Investment Strategy, Credit Derivatives, Financial Innovation
Quotable Quotes: Paris Hilton's Energy Plan

In the time honored news tradition of man bites dog, Paris Hilton, pool side in a leopard bikini and gold pumps, demonstrates that she can actually speak in whole sentences as she shares with us her energy plan for the US. Only in America. To view the...

Published 08-08-2008 7:51 AM by Vinny Catalano, CFA

Filed under: Quotable Quotes
Notes from NYSSA's Market Forecast event and the Forbes and Furman interviews

The great value add in moderating events and conducting interviews is the ability to select the topics to discuss and questions to pose to some of the best minds in the investment, economic, and geopolitical worlds. So, here are a few takeaways from this...

Published 08-07-2008 6:53 AM by Vinny Catalano, CFA

Filed under: Beyond the Sound Bite, Valuation, Weekly Report, Investment Strategy
Beyond the Sound Bite: An Interview with Jason Furman

In an exclusive befitting the major cable networks, I am pleased to provide listeners with the ability to compare and contrast the US presidential candidates' economic plans - last week's interview with McCain economic advisor Steve Forbes and...

Published 08-06-2008 2:58 PM by Vinny Catalano, CFA

Filed under: Geopolitics, Beyond the Sound Bite
The Dog Days of Betwixt and Between

excerpts from this week's " Sectors and Styles Strategy Report " commentary: idiom: Betwixt and Between “neither the one nor the other; in a middle or unresolved position” The past ten days have seen a drift in US equities with...

Published 08-05-2008 12:39 AM by Vinny Catalano, CFA

Filed under: Weekly Report
Sectors and Styles Strategy Report: August 4, 2008

excerpts from this week’s report: Model Growth Portfolio (MGP) “With the exception of Biotech’s +13 basis points, very little market movement produced fairly quiet price action resulting in a +3 basis point week…” Expected...

Published 08-04-2008 11:28 AM by Vinny Catalano, CFA
Wonderland: Is John McCain Stupid?

As the Obama campaign has to deal with Ludacris' latest ludicrous rap "song", one of the most popular postings in the online edition of yesterday's Wall Street Journal with the above title is sure to provide the McCain campaign with...

Published 08-01-2008 2:46 AM by Vinny Catalano, CFA

Filed under: Quotable Quotes, Geopolitics

August 2008 - Musing on the Markets

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Beyond The Sound Bite

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Have You Seen This?

Beyond the Sound Bite: An Interview with Dan Clifton

There They Go Again

A Scramble for Alpha in an Alpha Starved Environment

Beyond the Sound Bite: An Interview with Beth Ann Bovino

Sectors and Styles Strategy Report: August 18, 2008

Quotable Quotes: Sun Tzu

Beyond the Sound Bite: An Interview with Roy Johnson

One Year and Counting

Quotable Quotes: Paris Hilton's Energy Plan

Notes from NYSSA's Market Forecast event and the Forbes and Furman interviews

Beyond the Sound Bite: An Interview with Jason Furman

The Dog Days of Betwixt and Between

Sectors and Styles Strategy Report: August 4, 2008

Wonderland: Is John McCain Stupid?