February 2009 - Musing on the Markets

Vinny Catalano, CFA drills into the key themes and trends impacting the economy, the markets and ever fluid investment strategies with an eye toward domestic and global forces.

Musing on the Markets

Blog Subscription Form

Email Notifications
Go

Syndication

Beyond The Sound Bite

My Beyond The Sound Bite audio interviews are now available via Podcast on InvestorsInsight.com. Consume the feed here.

Have You Seen This?

Sort by: Most Recent | Most Viewed | Most Commented

Beyond the Sound Bite: An Interview with Joe Battipaglia

In my second conversation with the Market Strategist/Private Client Group for Stifel Nicholas and Chief Investment Officer with Washington Crossing Advisors we discussed his deep and long recession call, the consequences to earnings, the inefficiencies...

Published 02-18-2009 1:59 AM by Vinny Catalano, CFA

Filed under: Credit Crisis, deleveraging, Investment Strategy
Beyond the Sound Bite: An Interview with Donald Rissmiller

In my second interview with the Chief Economist at Strategas Research Partners we explore the probabilities of multiple economic Ws, the importance of monitoring interest rate sensitive industries, capex for signs of economic stability, and the multiplier...

Published 02-11-2009 10:40 AM by Vinny Catalano, CFA

Filed under: Credit Crisis, Beyond the Sound Bite, US Consumer, Don Rissmiller
Mismatch

Now that the outlines of the fiscal stimulus package and the so-called bank bailout plan are fully in the public domain, in other words now that the big news is out, experienced investors know it is time to see if the market action matches the real economy...

Published 02-10-2009 4:21 PM by Vinny Catalano, CFA

Filed under: Technical Thursdays
"Buy America" = Protectionism

If you are looking for one subject that will tilt an already precarious world economy toward a very bleak future, it is the "Buy America" provision of the stimulus bill currently under negotiation. For nothing in the stimulus bill – not...

Published 02-03-2009 9:43 PM by Vinny Catalano, CFA

Filed under: Globalization

February 2009 - Musing on the Markets

Blog Subscription Form

Syndication

Beyond The Sound Bite

Recent Posts

Have You Seen This?

Tags

Archives

Have You Seen This?

Beyond the Sound Bite: An Interview with Joe Battipaglia

Beyond the Sound Bite: An Interview with Donald Rissmiller

Mismatch

"Buy America" = Protectionism