Vitaliy Katsenelson's blog

Vitaliy Katsenelson's picture

The relationship between a client and a money manager is like a marriage: even if you’re married to the right person, it’s just a matter of time before your relationship will hit hard times that test the strength of your marriage.

Vitaliy Katsenelson's picture

Shadow Over Asia

Having government control over the levers of the economy can have advantages. For example, by taking prompt action, the Chinese government was able to pull the economy out of the recession remarkably fast, basically by fire-housing the stimulus package that was equivalent to 12% GDP. That’s the advantage. The only problem is that these kinds of short-term advantages come with long-term, painful consequences.

Vitaliy Katsenelson's picture

The Apple Brand

probability that Apple will introduce a brand new product category in the near future is incredibly high