Bitcoin – Millennials Fake Gold

I’ve been asked about Bitcoin a lot lately. I’ haven’t written anything about it because I find myself in an uncomfortable place in agreeing with the mainstream media: It’s a bubble. Bitcoin started out as what I’d call “millennial gold” – the young (digital) generation looked at it as their gold substitute. Bitcoin is really Read more about Bitcoin – Millennials Fake Gold[…]

Creative Process | Vitaliy Katsenelson Contrarian Edge

I am back from CA and from my sabbatical. About the sabbatical. Two thirds of the new book is complete, and this two thirds came from my downloading thoughts that already resided in my subconscious mind. However, the last third of the book explores a topic that is new to me. I’ve been reading a lot Read more about Creative Process | Vitaliy Katsenelson Contrarian Edge[…]

Life – 2017 Edition | Vitaliy Katsenelson Contrarian Edge

This article will be quite different from my previous ones. I am not going to talk about the stock market, particular stocks, the economy, or the new president. Instead I’ll talk about life. If the following is of no interest to you, no worries, skip this one. I promise you I’ll discuss the regular stuff in Read more about Life – 2017 Edition | Vitaliy Katsenelson Contrarian Edge[…]

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[…]