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

Blog Subscription Form

Email Notifications
Go

Syndication

Beyond The Sound Bite

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

Have You Seen This?

Sort by: Most Recent | Most Viewed | Most Commented

Beyond the Sound Bite: An Interview with Dave Rosenberg

Exactly how bearish is Dave Rosenberg? The answer may surprise you. The length of the interview is 14 minutes 26 seconds. Click here to play this audio clip Vinny Catalano, CFA, Global Investment Strategist with Blue Marble Research publishes the "Sectors...

Published 07-14-2010 10:03 AM by Vinny Catalano, CFA

Filed under: Investment Strategy, economy
Uh Oh - China's Property Market

Is the bubble about to burst? "China Vanke - the country’s biggest property developer is slashing prices for its new properties by 20 per cent, according to reports in China Business News and the Shanghai Morning Post." FT.com/beyondBRICs...

Published 06-25-2010 1:02 PM by Vinny Catalano, CFA

Filed under: china, emerging markets, real estate
The Misdirection Market

Magicians do it. So do con artists. In the coming weeks, the focus for most bottom-up oriented investors will be the earnings results. The trend chasing hedge funds will play that momentum game, too. As I have articulated repeatedly, 2Q10 earnings results...

Published 06-22-2010 11:45 AM by Vinny Catalano, CFA

Filed under: Investment Strategy, Technical Thursdays
Investment Lines in the Sand

With investors having nicely responded to my recent blog posting ( "Today May Be The Day" ), here are a few price points of interest and what to consider when either is breached first : 1100 is the average of the 200 day moving average (simple...

Published 06-15-2010 10:55 AM by Vinny Catalano, CFA

Filed under: Technical Thursdays
The Real Problem With Obama

Let me cut to the chase: It’s not about Mr. Obama’s capacity to show emotion beyond a clenched jaw that is missing. It’s about his capacity to lead. Just because someone has the title of leader doesn’t mean he/she is a leader....

Published 06-10-2010 9:01 AM by Vinny Catalano, CFA

Filed under: Geopolitics
Beyond the Sound Bite: An Interview with William C. Dunkelberg

With Friday's job data just 2 days away, it is more than timely to hear from that portion of the US economy that is responsible for most of the job creation - small business. In my conversation with the Chief Economist for the National Federation...

Published 06-02-2010 8:38 AM by Vinny Catalano, CFA

Filed under: us economy, small business
Beyond the Sound Bite: An Interview with Christopher Chabris, Ph.D. and Daniel Simons, Ph.D.

If someone told you to keep your eye on a bouncing ball, do you think you would notice a gorilla entering into then departing your field of vision? We kick off our summer reading series with the authors of " The Invisible Gorilla: And Other Ways...

Published 05-28-2010 11:46 AM by Vinny Catalano, CFA

Filed under: behavioral finance
A Stock Market Correction Hanging in the Balance

Stock market corrections, such as the one we are currently experiencing, are healthy processes by which excesses generated in the advance can be wrung out and rotational (sector) change can evolve. In the process, new leadership emerges thereby helping...

Published 05-27-2010 9:29 AM by Vinny Catalano, CFA

Filed under: Geopolitics, Valuation, Technical Thursdays, Financial Innovation
37.17

China (FXI). A closing break below 37.17 (Feb. 8 low) indicates a move to 30 - 32, which is a 30% decline from its April 9 closing of 44.59. Last decline was Nov. 16 to Feb. 8, which was 20% down. S&P 500 (SPX) declined 8% during its previous drop...

Published 05-18-2010 8:01 PM by Vinny Catalano, CFA

Filed under: Technical Thursdays
Beyond the Sound Bite: An Interview with Lakshman Achuthan

The recent market volatility has brought back into the discussion the risk of a double dip in the US economy. To this and other economic issues we turn to the prescient Managing Director of the Economic Cycle Research Institute (ECRI). Mr. Achuthan describes...

Published 05-13-2010 10:56 PM by Vinny Catalano, CFA

Filed under: Valuation, us economy
We've Seen This Movie Before

The dramatic news last Friday (re Goldman Sachs) has a more narrow impact (directly on Financials) and a far more limited impact on the broad market as the economic recovery and its sustainability are significantly more important to equity prices overall...

Published 04-21-2010 5:23 PM by Vinny Catalano, CFA

Filed under: Credit Crisis, Vinny Catalano, Credit Derivatives
Beyond the Sound Bite: An Interview with Komal Sri-Kumar, Ph.D.

If you're looking for a truly out-of-consensus view re the economy and markets, my interview with the <a href="https://www.tcw.com/About_TCW/Our_People/Bios/Komal_Sri-Kumar.aspx"TARGET="_blank"> <b><u>Chief Global...

Published 04-09-2010 10:34 AM by Vinny Catalano, CFA

Filed under: Beyond the Sound Bite, Valuation, us economy
Beyond the Sound Bite Interview with Joe Battipaglia

My annual conversation with the Market Strategist/Private Client Group for Stifel Nicholas and Chief Investment Officer with Washington Crossing Advisors includes the prospects of an economic handoff to the private sector and a sustainable recovery, the...

Published 04-07-2010 12:12 PM by Vinny Catalano, CFA

Filed under: Credit Crisis, deleveraging, Beyond the Sound Bite, Investment Strategy, US Consumer, us economy
Beyond the Sound Bite: An Interview with Jason Zweig

Before earnings season consumes most of your attention, my interview with the well-regarded columnist for the Wall Street Journal and author of " Your Money and Your Brain: How the Science of Neuroeconomics Can Help Make You Rich " includes...

Published 04-02-2010 4:29 PM by Vinny Catalano, CFA

Filed under: Investment Strategy, behavioral finance
Beyond the Sound Bite: An Interview with Dr. George Friedman

In my interview with the founder and CEO of STRATFOR and author of "The Next 100 Years: A Forecast for the 21st Century" we explore the provocative views that are a hallmark of Dr. Friedman's work. Challenging the status quo of conventional...

Published 03-29-2010 9:31 PM by Vinny Catalano, CFA

Filed under: Geopolitics

1 2 3 4 5 Next > ... Last »

Musing on the Markets

Blog Subscription Form

Syndication

Beyond The Sound Bite

Recent Posts

Have You Seen This?

Tags

Archives

Have You Seen This?

Beyond the Sound Bite: An Interview with Dave Rosenberg

Uh Oh - China's Property Market

The Misdirection Market

Investment Lines in the Sand

The Real Problem With Obama

Beyond the Sound Bite: An Interview with William C. Dunkelberg

Beyond the Sound Bite: An Interview with Christopher Chabris, Ph.D. and Daniel Simons, Ph.D.

A Stock Market Correction Hanging in the Balance

37.17

Beyond the Sound Bite: An Interview with Lakshman Achuthan

We've Seen This Movie Before

Beyond the Sound Bite: An Interview with Komal Sri-Kumar, Ph.D.

Beyond the Sound Bite Interview with Joe Battipaglia

Beyond the Sound Bite: An Interview with Jason Zweig

Beyond the Sound Bite: An Interview with Dr. George Friedman