[Rhcnhire] My Favorite “Saturday Morning” classical - Bach - Ave Maria

2017-07-23 Thread Vitaliy Katsenelson.
view onlineDear Reader,Why don’t we (and that is you, my reader, as well) start every Saturday morning with classical music.  So every Saturday morning (unless I get bored with it) I’ll send out a classical music piece that touched me in the preceding work week.  Not an article, just a link (or a f

[Rhcnhire] Searching for Yield? Better Look for Humility

2017-07-23 Thread Vitaliy Katsenelson
unsubscribeDear Reader, I hope you enjoy this article.   If you love it, share it with all of your friends. - VitaliyPainting is by my father, Naum KatsenelsonSearching for Yield? Better to Look for Humility and PatienceJune 2016 (Still very relevant today)   In this letter we are taking up the amb

[Rhcnhire] Tuesdays with Morrie

2017-07-25 Thread Vitaliy Katsenelson
view onlineDear Reader, I hope you enjoy this article. - Vitaliy   P.S. If you love it, share it with all of your friends. Watercolor is by my father, Naum Katsenelson  As I get older I value relationships and friendships more and more. I recently read Tuesdays with Morrie for the second time,  and

[Rhcnhire] It's not just Amazon's fault. Changing consumer habits are killing old retail biz

2017-07-27 Thread Vitaliy Katsenelson.
view onlineDear Reader,  I hope you enjoy this article.  - Vitaliy P.S. If you love it, share it with all of your friends. Watercolor is by my father, Naum KatsenelsonIt's not just Amazon's fault. Changing consumer habits are killing old retail biz By Vitaliy Katsenelson, CFA Retail s

[Rhcnhire] Good Companies Don't Always Make Good Stocks

2017-07-28 Thread Vitaliy Katsenelson
Dear Reader, I hope you enjoy this article.   If you love it, share it with all of your friends. - VitaliyPainting is by my father, Naum KatsenelsonGood Companies Don’t Always Make Good StocksBy Vitaliy Katsenelson   I was recently going through a new client’s portfolio and found it full of the

[Rhcnhire] Why Amazon Will Not Kill This Business

2017-08-03 Thread Vitaliy Katsenelson.
view onlineDear reader, I hope you enjoy this article.  - Vitaliy P.S. If you love it, share it with all of your friends (they can subscribe here). Watercolor is by my father, Naum KatsenelsonWhy Amazon Will Not Kill This Business By Vitaliy Katsenelson, CFA Tesco is a great example of how one

[Rhcnhire] Why We Like Cognizant

2017-08-04 Thread Vitaliy Katsenelson
Dear Reader, I hope you enjoy this article.   If you love it, share it with all of your friends. - VitaliyPainting is by my father, Naum KatsenelsonWhy Cognizant Shines Brighter as a Stock PickWe’ve been eyeing investment opportunities in business process outsourcing for a while; lately, our intere

[Rhcnhire] Why do I torture my kids … with classical music?

2017-08-06 Thread Vitaliy Katsenelson.
unsubscribe | view onlineDear Reader, I hope you enjoy this article.   If you love it, share it with all of your friends. - VitaliyOil painting is by my father, Naum KatsenelsonWhy do I torture my kids … with classical music?Lately I’ve been pondering on this question. At first, it was a subconscio

[Rhcnhire] What Happened to Invisible Hand?

2017-08-09 Thread Vitaliy Katsenelson
Dear Reader, I hope you enjoy this article.   If you love it, share it with all of your friends. - VitaliyPainting is by my father, Naum KatsenelsonWhatever Happened to the Invisible Hand of Capitalism?When I was growing up in the Soviet Union, our local grocery store had two types of sugar: The ch

[Rhcnhire] Why Do I Torture My Kids... with classical music?

2017-08-15 Thread Vitaliy Katsenelson
unsubscribeDear Reader, I hope you enjoy this article.   If you love it, share it with all of your friends. - VitaliyOil painting is by my father, Naum KatsenelsonWhy do I torture my kids … with classical music?Lately I’ve been pondering on this question. At first, it was a subconscious decision. S

[Rhcnhire] To continue receiving my articles ...

2017-08-18 Thread Vitaliy Katsenelson
Dear Reader,     We are transitioning to a new, hopefully much better email service.    To continue receiving my articles, music recommendations, and most importantly my father’s art, you’ll need to resubscribe to my email list (it's free).   Should only take you 30 seconds at the most.   Click on

[Rhcnhire] We are going to discontinue this service ... please read this

2017-08-23 Thread Vitaliy Katsenelson.
Dear Reader,     We are transitioning to a new, hopefully much better email service.    To continue receiving my articles, music recommendations, and most importantly my father’s art, you’ll need to resubscribe to my email list (it's free).   Should only take you 30 seconds at the most.   Click on

[Rhcnhire] Trump. Embracing Volatility We Are

2017-08-25 Thread Vitaliy Katsenelson
Dear Reader, I hope you enjoy this article.   If you love it, share it with all of your friends. - VitaliyDigital painting is by my brother Alex KatsenelsonToday’s painting is not by my father but by my brother, Alex. Alex is my best friend and most dependable travel companion. I hate travelling al

[Rhcnhire] It's not just Amazon's fault. Changing consumer habits are killing old retail biz

2017-08-27 Thread Vitaliy Katsenelson.
It's not just Amazon's fault. Changing consumer habits are killing old retail biz By Vitaliy Katsenelson, CFA Retail stocks have been annihilated recently, despite the economy eking out growth. The fundamentals of the retail business look horrible: Sales are stagnating and profit

[Rhcnhire] Finding High-Quality Companies Today

2017-09-01 Thread Vitaliy Katsenelson
Great Reset in our future.   – John MauldinFinding High-Quality Companies Today   By Vitaliy Katsenelson, CFA   We are having a hard time finding high-quality companies at attractive valuations.   For us, this is not an academic frustration. We are constantly looking for new stocks by running stock

[Rhcnhire] If you would like to continue receiving my articles (made easy!)...

2017-09-10 Thread Vitaliy Katsenelson
Dear Reader,   Our records show that you tried to resubscribe to my articles, but did not.  If you were intimidated by us asking too much information from you, no worries.     This new form only asks you for your first name and your email.     Resubscribe       Enjoy Life and Pros

[Rhcnhire] If you would like to continue receiving my articles (made easy!)...

2017-09-20 Thread Vitaliy Katsenelson
Dear Reader,   Our records show that you tried to resubscribe to my articles, but did not.  If you were intimidated by us asking too much information from you, no worries.     This new form only asks you for your first name and your email.     Resubscribe       Enjoy Life and Pros

[Rhcnhire] It's not just Amazon's fault. Changing consumer habits are killing old retail biz

2017-12-07 Thread Vitaliy Katsenelson
Dear reader, I hope you enjoy this article.  - Vitaliy P.S. If you love it, share it with all of your friends (they can subscribe here). Watercolor is by my father, Naum KatsenelsonIt’s not just Amazon’s fault By Vitaliy Katsenelson, CFA   Retail stocks have been annihilated recently, despite

[Rhcnhire] It’s not just Amazon’s fault

2017-12-08 Thread Vitaliy Katsenelson
up here to make sure you keep receiving them. I usually write one or two every month. Enjoy Life and Prosper, Vitaliy  Watercolor is by my father, Naum KatsenelsonIt’s not just Amazon’s fault By Vitaliy Katsenelson, CFA   Retail stocks have been annihilated recently, despite the economy eking out

[Rhcnhire] Bitcoin – Millennials Fake Gold

2017-12-18 Thread Vitaliy Katsenelson
Dear reader, I hope you enjoy this article.  - Vitaliy P.S. If you love it, share it with all of your friends (they can subscribe here). Oil is by my father, Naum KatsenelsonBitcoin – Millennials Fake Gold By Vitaliy Katsenelson, CFA   I’ve been asked about Bitcoin a lot lately. I’ haven’t

[Rhcnhire] Bitcoin – Millennials Fake Gold

2017-12-19 Thread Vitaliy Katsenelson
up here to make sure you keep receiving them. I usually write one or two every month. Enjoy Life and Prosper, Vitaliy  Oil is by my father, Naum KatsenelsonBitcoin – Millennials Fake Gold By Vitaliy Katsenelson, CFA   I’ve been asked about Bitcoin a lot lately. I’ haven’t written anything about it

[Rhcnhire] Welch vs Bezos

2018-03-10 Thread Vitaliy Katsenelson
nd a much better recording. I have been listening to it nonstop for days. It is one of the jazziest concertos I've ever heard. Every member of my large extended family was subjected to it - that's how much I love it. Click here to listen <http://contrariane

[Rhcnhire] How Amazon could lose its health-care bid while drug distributor stocks win

2018-03-15 Thread Vitaliy Katsenelson
; he needed an accomplice: Leonard Bernstein. Click here to listen <http://contrarianedge.acemlnc.com/lt.php?s=81f5c7097ed6cc5f8f211eec557e5782&i=24A40A8A180>http://contrarianedge.acemlnc.com/lt.php?s=81f5c7097ed6cc5f8f211eec557e5782&i=24A40A8A180 **Vitaliy Katsenelson, CFA*

[Rhcnhire] Life - Edition 2017

2018-07-27 Thread Vitaliy Katsenelson
main orchestra.   Saint Saens wrote about this symphony, "I gave everything to it I was able to give. What I have here accomplished, I will never achieve again."  He dedicated it to his friend Franz Liszt. Click here to listen **Vitaliy Katsenelson, CFA** Student of Life I am the CEO at Inves

[Rhcnhire] Why My Firm Sold Short-Term Bond ETFs and Bought U.S. Treasury Bills

2018-09-16 Thread Vitaliy Katsenelson
f lyricism and melancholy, and ironically making it more Schubertian. Click here to listen. **Vitaliy Katsenelson, CFA** Student of Life I am the CEO at Investment Management Associates , which is anything but your average investment firm. (Seriously, take a look .) I wrote two books on inve

[Rhcnhire] Zurich to Nice - Travel Notes - Part III

2019-03-07 Thread Vitaliy Katsenelson
narrow streets and no cars, and I was teleported several hundred years into the past. This sums up the beauty of Europe - and it could happen anywhere in Europe. The old and new live so close to each other - just a few flights of stairs away. **Vitaliy Katsenelson, CFA** Student of Life I am the CE

[Rhcnhire] Mature Company Stocks Are Not Bonds

2019-03-25 Thread Vitaliy Katsenelson
y on this topic. I implore you to read it here . Here are a few performances of Beethoven's piano concerto. Mozart **Piano Concerto No. 24.** Click here to listen **Vitaliy Katsenelson, CFA** Student of Life I am the CEO at Investment Management Associates , which is anything but your avera

[Rhcnhire] The Real Secret About Why Corporate Mergers Fail

2019-04-03 Thread Vitaliy Katsenelson
an unstoppable driving force, this optimism shines right through the music. Click here to listen **Vitaliy Katsenelson, CFA** Student of Life I am the CEO at Investment Management Associates , which is anything but your average investment firm. (Seriously, take a look ). I wrote two books on i

[Rhcnhire] Who Am I? (and my composers)

2019-06-17 Thread Vitaliy Katsenelson
l version to be published, and thus we now have two versions to compare. Click here to listen   http://contrarianedge.acemlnc.com/lt.php?s=81f5c7097ed6cc5f8f211eec557e5782&i=1104A1158A8A12276 I'm moving to a new email platform soon. Unfortunately, I can't manually migrate you to

[Rhcnhire] Looking for Denny Crane at a Star Trek Convention; Drug-Distribution & Pharmacy Stocks

2019-07-05 Thread Vitaliy Katsenelson
tion is by Prussian pianist and composer Jean Louis Nicodé and the second by Polish cellist, composer, and conductor Kazimierz Wiłkomirski. Since Nicode was a pianist, in his version the piano clearly dominates the orchestra and the orchestra provides very little counterbalance (the fight) to the pian

[Rhcnhire] Transgender Trees, Homelessness, and a Dare in San Francisco

2019-08-02 Thread Vitaliy Katsenelson
her is full of wonderful, loosely connected small stories. The lack of a central melody makes his music more difficult to understand and is probably responsible for it being less popular. I had to listen to **Symphony No. 7** - the symphony that made him famous - a dozen times before it clicked with

[Rhcnhire] My Single Greatest Achievement

2019-09-15 Thread Vitaliy Katsenelson
nelson Songs Without Words Today I would like to share with you short piano pieces composed by the Jewish German composer Felix Mendelssohn. They are called **Songs Without Words**. I'd like to zoom in on one in particular, Opus 19b-6. Click here to listen **Vitaliy Katsenelson, CFA** Studen

[Rhcnhire] Two Minutes and 29 Seconds of Fame: Don’t Blame Amazon for The Ice Age in Retail

2017-08-07 Thread Vitaliy Katsenelson, CFA
view onlineDear Reader,   I hope you enjoy this article.  - Vitaliy In my latest 2 minutes and 29 seconds of fame, I was on Fox Business discussing why Amazon should not be blamed for all the troubles in retail-land.   You can read my articles here and here. P.S. If you love it, share it with a

[Rhcnhire] If you'd like to continue receiving my articles... read this.

2017-09-07 Thread Vitaliy Katsenelson CFA
Dear Reader,     We are transitioning to a new, hopefully much better email service.    To continue receiving my articles, music recommendations, and most importantly my father’s art, you’ll need to resubscribe to my email list (it's free).   Should only take you 30 seconds at the most.   Click on

[Rhcnhire] Random Thoughts on Apple

2017-09-10 Thread Vitaliy Katsenelson CFA
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

[Rhcnhire] New iPhones are not enough to keep Apple’s stock going, it needs a new category

2017-09-12 Thread Vitaliy Katsenelson CFA
Dear reader, I hope you enjoy this article.  - Vitaliy P.S. If you love it, share it with all of your friends (they can subscribe here). Watercolor is by my father, Naum KatsenelsonNew iPhones are not enough to keep Apple’s stock going, it needs a new category By Vitaliy Katsenelson, CFA   It is

[Rhcnhire] Playing a Game of Economic Survivor

2017-09-15 Thread Vitaliy Katsenelson CFA
Dear reader, I hope you enjoy this article.  - Vitaliy P.S. If you love it, share it with all of your friends (they can subscribe here). Watercolor is by my father, Naum KatsenelsonPlaying a Game of Economic Survivor By Vitaliy Katsenelson, CFA   I don’t do writing assignments. I don’t like