Vincent Catalano, CFA is Chief Markets Strategist, Stuyvesant Capital Management and President of Blue Marble Research. Catalano is also co-Founder and Member with Adriatic Capital Partners. Vincent is author of Sectors and Styles (Wiley 2006). He is a leading investment strategist and asset ...
more Vincent Catalano, CFA is Chief Markets Strategist, Stuyvesant Capital Management and President of Blue Marble Research. Catalano is also co-Founder and Member with Adriatic Capital Partners. Vincent is author of Sectors and Styles (Wiley 2006). He is a leading investment strategist and asset manager, appears regularly in the financial media (Bloomberg TV Radio, Financial Times, Wall Street Journal, CNBC, Yahoo Finance, foxbusiness.com, among many others), and is a frequent guest speaker at various major investment forums. Vinny conducts interviews for Real Vision with leading economists, investment strategists, geo political experts and other key thought leaders. He 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 CFA Society New York (formerly New York Society of Security Analysts) and a Nonresident Senior Fellow at the Information Technology and Innovation Foundation. Vinny attended The Juilliard School and New York University and is a CFA charterholder since 1986.
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Buffett Versus Icahn: "Wall Street Rules" In Action
Gary, It's probably a bit of both but I suspect more due to sub par global growth and the excess supply of everything factor. Vinny
Donald Heisenberg?
Say my name!
Central Bankers – The Great Enablers
Much appreciated, "cousin" Gary.
Be in the lookout for a future commentary re excess capacity of virtually everything and insufficient demand.
Thanks,
Vinny
When This Time Is Different Meets This Time Is Different
Thank you, Wendell. Much appreciated. re your question - it's too complicated to answer in this reply but allow me to make two quick comments. 1 - One contributing factor of low and negative interest rates is the excess supply of virtually everything and an insufficient demand to mop up that excess. This excess supply situation is driven, in large part, by globalization and technology. Look for a future TalkMarkets comment in the coming weeks for more on this. 2 - As a rule, divergences are almost always trend changing signals, by they related to economic conditions or the financial markets. My bet is what is happening cannot continue indefinitely and that consequences - intended and otherwise and most usually bad - will be the result. Hope this is of value to you. Thanks. VInny