VitalyKatsenelson
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A Brief Rant on Tesla & Musk
Markets & Macro
Europe Can’t Hide Behind America Anymore
Markets & Macro
The Reputational Bankruptcy of the American Dollar
Markets & Macro
Tariffs, Debt, and a Recession by Design
Escaping Stock Market Double Hell
Thoughts from the Consumer Electronics Show
The Infinite Game in Telecom
Me, My Boy, and Warren Buffett
Silicon Valley Bank’s Downfall: A Cautionary Tale of What’s to Come
Why Did I Write a 27-page Letter To Clients
I Kid You Not Crazy
Are Housing Prices About To Drop? A Value Investor’s Take
How Emotional Intelligence Can Make You a Better Investor
VALUExVail Presentations
Why Value Investing Requires Thoughtful Arrogance
Charter Communications: Heads We Win, Tails We Don’t Lose
ARKK Stocks Sunk
Why Is Inflation So High Right Now? 6 Reasons + What Happens Next

