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Beyond the Sound Bite: An Interview with Alexander Young

In my second interview with the International Equity Strategist for Standard and Poors we discussed the S&P economic outlook, the rebound in global trade, the advised investment focus on global cyclical leadership, and risks of an economic double...

Published 10-28-2009 8:35 AM by Vinny Catalano, CFA

Filed under: Beyond the Sound Bite, Investment Strategy, Globalization

V Shaped Rally ≠ V Shaped Recovery

Yesterday’s posted interview with David Malpass brings into sharp focus a key aspect of the US economic recovery that far too few investors are tuned into. Specifically, the underappreciated dynamic that second, third, and lower tier companies ...

Published 09-23-2009 12:56 PM by Vinny Catalano, CFA

Filed under: Valuation, Investment Strategy, Vinny Catalano, Globalization, us economy

Beyond the Sound Bite: An Interview with Vitaliy Katsenelson

My conversation with the Director of Research for Investment Management Associates and author of " Active Value Investing: Making Money in Range-bound Markets " includes the investment significance re the wide gap between operating earnings...

Published 09-18-2009 10:27 AM by Vinny Catalano, CFA

Filed under: Beyond the Sound Bite, Investment Strategy, Globalization

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

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

When Goldman Talks, Investors Listen

For the past two months, I have made the argument that above consensus macro economic data would lead to above consensus earnings results and that investors would see the evidence of this as 2Q09 earnings season got underway. Based on the reports issued...

Published 07-21-2009 10:46 AM by Vinny Catalano, CFA

Filed under: Investment Strategy, Vinny Catalano, Goldman Sachs, Globalization, us economy

In a Pig's Eye

Money has no soul. There are times when investing is a very callous business. Such times are now when investors must dispassionately assess the investment consequences of the swine flu disease. In this regard, it is advisable to recognize that the economic...

Published 04-28-2009 10:48 AM by Vinny Catalano, CFA

Filed under: Valuation, Investment Strategy, Globalization

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