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Recent podcasts and media appearances
About
- Vinny Catalano, CFA
- New York, NY
- President and Global Investment Strategist with Blue Marble Research and author of "Sectors and Styles" (Wiley 2006). Vinny is a leading investment strategist and asset manager. He appears regularly in the financial media (Bloomberg TV & Radio, Financial Times, Wall Street Journal, CNBC, Yahoo Finance, foxbusiness.com, BNN TV, New Delhi TV, CCTV - America, Barrons, Reuters) and is a frequent guest speaker at various major investment forums. Vinny also produces and conducts timely topical and educational programs with various CFA Societies and other groups, including the highly acclaimed "Market Forecast Series". Vinny is a past president of the New York Society of Security Analysts, a managing member of Adriatic Capital Partners, and a Nonresident Senior Fellow at the Information Technology and Innovation Foundation. Vinny attended The Juilliard School and New York University and earned his CFA charter in 1986.
"It's about demand" -- and demand is about cash flow, doing something that adds wealth instead of taxing it away or borrowing against future tax drag sucking wealth away from households and productive enterprise.
ReplyDeleteI also liked your small cap/laerge cap metric. I'm jealous. You have more hair than I do!
Sharp swings up and down is not mere "volatility" -- it's manic panic. You're right about best case outcome in Europe, no growth. Worst case? Hard to imagine but end of EU and the euro.
"Zero is better than minus" -- that's what I'm thinking, too. Capital preservation. Cash and PM.
BTW check my new daily update on energy markets. Thanks.