August 2009 - 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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The 3 Phases of this Bull Market

The stock market rally since early March appears to have three distinct phases to it. The first phase was the backing off from the economic abyss. The second phase was a bounce to fair value normalcy. The third phase (the one we are in now) is what I...

Published 08-25-2009 9:41 AM by Vinny Catalano, CFA

Filed under: Credit Crisis, Valuation, Investment Strategy, Goldman Sachs, Globalization, us economy
Beyond the Sound Bite: An Interview with Thomas P. Au, CFA

My interview with the author of "A Modern Approach to Graham and Dodd Investing" and Chief Economist at Pittsford Venture Group includes a historical perspective on why stocks are overvalued, the importance of value investing using book value...

Published 08-22-2009 5:29 PM by Vinny Catalano, CFA

Filed under: Beyond the Sound Bite, Investment Strategy
The End User Dilemma

Back on August 3rd subscribers to my weekly newsletter - Sectors and Styles Strategy Report - read the following: "China may become the bigger fly in the bullish ointment. Unlike the US, China has spent all of its stimulus package money not on consumer...

Published 08-18-2009 11:02 PM by Vinny Catalano, CFA

Filed under: Investment Strategy, US Consumer, Globalization, us economy
Beyond the Sound Bite: An Interview with Michael Sheldon, CFA

My interview with the Chief Market Strategist with the wealth management firm, RDM Financial Group, includes the prospects of a sub-par economic recovery due to rising US consumer savings, deleveraging, increased regulation, increased risk aversion, the...

Published 08-16-2009 10:10 AM by Vinny Catalano, CFA

Filed under: deleveraging, Beyond the Sound Bite, Investment Strategy
Beyond the Sound Bite: An Interview with Gillian Tett

My interview with the assistant editor of the Financial Times and author of "Fool's Gold" includes key aspects of financial innovation, the consequences of a reluctance to lend by financial institutions, the utility qualities of the financial...

Published 08-05-2009 3:33 PM by Vinny Catalano, CFA

Filed under: Credit Crisis, Beyond the Sound Bite, Credit Derivatives

August 2009 - Musing on the Markets

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Beyond The Sound Bite

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Have You Seen This?

The 3 Phases of this Bull Market

Beyond the Sound Bite: An Interview with Thomas P. Au, CFA

The End User Dilemma

Beyond the Sound Bite: An Interview with Michael Sheldon, CFA

Beyond the Sound Bite: An Interview with Gillian Tett