Vincent Catalano | TalkMarkets | Page 1
Chief Markets Strategist, Stuyvesant Capital Management
Contributor's Links: Stuyvesant Capital Management
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

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Pieces Of The Modern Portfolio Puzzle
Many markets, many factors. Conflicts and crosscurrents. There is no one way. One effects the other.
The Rate-Cut-In-March Balloon Popped
It looks like someone popped the rate-cut-in-March balloon. And the overdue downside pressure on stocks has ensued. That's nice to know. But here's what investors and traders need to know...
SPX: A Smile? Or A Snarl?
Overbought readings tend to trigger erroneous warning signs for the less initiated under the the false pretense of symmetry.
Larry Summers On Inflation - Even A Broken Clock Is Right Twice A Day
As the financial markets exit the crosscurrents of year-end factors and enter the New Year in full, a clear resolution to the question of a continuation of the bear in stocks that started this past spring should emerge
Market Scenario Back In Play
Interesting stock market action these past few days... The current plunge helps put a recent scenario back in play.
No Easy (Money) Way Out
With large cap US issues about to join the global stock market (VT) with a bear signal (see chart), the real economy reasons for the bear are largely concentrated in two interconnected risks: inflation and geopolitical.
On The Verge
US large cap stocks are now closer to a major bear market call with a potential Mega Trend breakdown.
Maybe Baby Bear
The time may be close to raising the issue of a true bear market in stocks.
Fink On Stakeholder Capitalism
Larry Fink, Chairman and CEO of BlackRock, has been a leading voice advocating for the transformation of capitalism from the current neoliberal model to what he and others call “stakeholder capitalism”.  His most recent letter is worth a read.
The Complexities Of Inflation: Not So Simple
Lots of chatter of late regarding inflation. Let's go a little wide and deep and see where the bodies are buried.
Inflation, The 10 Year US Treasury And Factor Markets
If inflation is such a worry to the chattering class, then why haven't bond yields reacted? A few insightful answers come from fixed income mega manager Brandywine Global.
Resistance Is Futile
Here's a little something to ponder: The 10 year US Treasury yield challenging its support-turned-resistance line.
GameStop: Because They Can
Why is a $5 valued stock like GameStop trading over $200/300/400 per share? Because it can. Sounds like double talk? Not really. Here’s why...
A Gentle Reminder About Today's GDP "Boom"
Before some less educated in basic math get all lathered up over today's record 3Q GDP annualized number, read on.
Buying Versus Doing
How are consumers spending their cash today? The data seem to support consumers are buying (physical items) versus doing things (like travel).
Follow The Money Laundering
If the political matters to the economy and markets (and it does), then the follow-the-money trail of Trump's financials is a nuclear bombshell that will make the NY Times' bombshell look like a firecracker.
1 to 16 of 63 Posts