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Perspective | Vitaliy Katsenelson Contrarian Edge

My father is deeply plugged into the Russian-Jewish email superhighway. He probably receives a hundred emails a day from his friends, who share what their friends shared with them. Emails range from articles on politics and culture to YouTube videos to scary fake news like “Don’t update your current version of Skype – Microsoft will Read more about Perspective | Vitaliy Katsenelson Contrarian Edge[…]

Here’s how your investments can survive a world of trouble

Writing about the future of investing in the current global economic climate is an easy way to get depressed. After all, Europe seems on the verge of disintegration; China risks a hard crash-landing; Japan’s debt-bubble could burst at any moment, and emerging economies are too closely linked to China’s fate. Meanwhile in the U.S., GDP Read more about Here’s how your investments can survive a world of trouble[…]

Random Thoughts on Apple | Vitaliy Katsenelson Contrarian Edge

I wrote more articles about Apple than almost any other company over the last five years. For a long time it was one of the most hated stocks on Wall Street, and when we bought it for the first time in 2013, an outraged client wrote me an email calling our purchase “irresponsible” – which motivated me to write Read more about Random Thoughts on Apple | Vitaliy Katsenelson Contrarian Edge[…]

World leaders are taking investors down a dangerous economic path

Now let’s turn to Brexit, the U.K. referendum on exiting the EU. Ironically, the U.K. doesn’t have half the problems that most EU nations are going through. Because it is not part of the EMU, it has retained its currency and its central bank. The U.K.’s main dissatisfaction with EU membership stems from the immigration issue. Read more about World leaders are taking investors down a dangerous economic path[…]

New iPhones are not enough to keep Apple’s stock going, it needs a new category

It is hard to find a bigger Apple stock cheerleader than me. I’ve been writing Apple stock love poems for years. For a long time, it was easy to love the shares because they were unloved by others and it was cheap. Until recently, when Apple stock was still trading in the low $100s and at single-digit multiples, Read more about New iPhones are not enough to keep Apple’s stock going, it needs a new category[…]