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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: My Interview on NPR

The folks over at National Public Radio noticed my blog posting of yesterday re the credit markets, Treasury yields, LIBOR, and the TED spread and did an interview with me on the topic, which you can listen to by clicking on the following link. To listen...

Published Wed, Oct 10 2008 6:27 AM by Vinny Catalano, CFA

Filed under: Credit Crisis, deleveraging, Beyond the Sound Bite, Vinny Catalano
Even Buffett Isn't Perfect

"The idea of financial panic -- that has been pretty much taken care of," Warren Buffett “Economy May Face Prolonged Pain, History Suggests” Greg Ip, Wall Street Journal Mr. Buffett may be technically correct but that won’t...

Published Tue, May 05 2008 7:03 AM by Vinny Catalano, CFA

Filed under: Credit Crisis, Vahan Janjigian, Vinny Catalano, Warren Buffett
Defining the Credit Crisis

Since the credit crisis began, investors have been bombarded with acronyms and phrases that most had very little direct experience with. Since the credit crisis is far from over and has both real and financial economy affects (that will result in a transformation...

Published Tue, Apr 04 2008 12:14 PM by Vinny Catalano, CFA

Filed under: Credit Crisis, Global Financial Stability Report, Vinny Catalano
VIX and the Premature Return to Complacency

It could be argued that the recent rise in the medium and longer term US Treasury rates have something to do with concerns re inflation. It also could just as easily be argued that a major part of the rise is due to a lessening of the fear factor related...

Published Thu, Apr 04 2008 11:41 AM by Vinny Catalano, CFA

Filed under: Credit Crisis, deleveraging, Vinny Catalano, VIX, US Treasury Rates
The Economic Guessing Game Has Begun

In the past weeks, several clear signs have emerged signaling that investors are shifting their focus away from the credit crisis and toward the real economy and traditional investment analysis. The first and most obvious sign is the earnings reports...

Published Tue, Apr 04 2008 11:45 AM by Vinny Catalano, CFA

Filed under: Credit Crisis, US Consumer, Vinny Catalano
"We are in uncharted territory."

excerpts from this week's report: Gary Crittenden Chief Financial Officer, Citigroup "For those who may be inclined to go along with the recent optimistic comments from the heads of several major investment banks (see last Thursday’s blog posting...

Published Mon, Apr 04 2008 1:51 PM by Vinny Catalano, CFA

Filed under: Credit Crisis, deleveraging, Vinny Catalano
News Flash: Credit Crisis End in Sight!

Bloomberg reports today that major money manager, Mark Mobius, has joined four financial titans (Jamie Dimon, JP Morgan Chase; Lloyd Blankfein, Goldman Sachs; John Mack, Morgan Stanley; and Richard Fuld, Lehman Bros.) in proclaiming that the end of the...

Published Thu, Apr 04 2008 11:14 AM by Vinny Catalano, CFA

Filed under: Credit Crisis, Vinny Catalano, Richard Fuld, Lloyd Blankfein, Goldman Sachs, Lehman Bros, JP Morgan Chase, Morgan Stanley, John Mack, Mark Mobuis, Jamie Dimon
Beyond the Sound Bite: An Interview with Glenn Reynolds, CFA

"In my interview with the CEO of CreditSights we explored a wide range of factors related to the credit markets including rising corporate default risks, the difference between today's environment (economic and financial) versus 1990/1, confidence...

Published Wed, Apr 04 2008 6:47 AM by Vinny Catalano, CFA

Filed under: Credit Crisis, Audio Interview, Beyond the Sound Bite, Glenn Reynolds, Vinny Catalano
A Moment of Clarity

“…it is now clear that the current turmoil is more than simply a liquidity event, reflecting the deep-seated balance sheet fragilities and weak capital bases, which means its effects are likely to be broader, deeper, and more protracted.” IMF Global Financial...

Published Thu, Apr 04 2008 11:26 AM by Vinny Catalano, CFA

Filed under: Credit Crisis, Foreign Policy, Global Financial Stability Report, Iraq, Geopolitics, deleveraging, Vinny Catalano
Financials in a Larger Context

To elaborate on my Tuesday BNN TV interview and to provide a technical analysis perspective as to why the Financials are a value trap for investors, here are a few thoughts. As stated in the interview, from a fundamental perspective any sector that is...

Published Thu, Apr 04 2008 10:35 AM by Vinny Catalano, CFA

Filed under: Credit Crisis, deleveraging, Financials, Vinny Catalano, BNN TV

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