I simply completed a fifteen-page seasonal letter to IMA purchasers. It discusses the economic system and the positioning of our inventory portfolio, in addition to China, fossil fuels, AI, and unions. I’ll share excerpts from it over the subsequent few weeks, beginning right this moment with a bit that discusses our ideas on the economic system.
Although the official goal of penning this was to get you near my interested by the economic system and the inventory market, to be trustworthy, I’ve little or no new to say. I recommend you reread my succinct letter from March 2023.
I’ve written this extra selfishly to crystallize my pondering. This fashion, you and I’ll work out what I believe collectively. Thus, the next reads extra like a listicle moderately than an essay the place all ideas should movement from one to a different.
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Soul within the Recreation – https://tinyurl.com/yzh486ep
The Little E-book of Sideways Markets – https://tinyurl.com/4sdbr5f2
Lively Worth Investing – https://tinyurl.com/ywfczy8u
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WHO AM I: Vitaliy Katsenelson was born in Murmansk, Russia, and immigrated to the US along with his household in 1991. After becoming a member of Denver-based worth funding agency IMA in 1997, Vitaliy turned Chief Funding Officer in 2007 and CEO in 2012. Vitaliy has written two books on investing and is an award-winning author. Recognized for his unusual frequent sense, Forbes Journal known as him “The New Benjamin Graham.” He’s written for publications together with Monetary Instances, Barron’s, Institutional Investor, and Overseas Coverage. Vitaliy lives in Denver along with his spouse and three youngsters, the place he likes to learn, take heed to classical music, play chess, and write about life, investing, and music. Soul within the Recreation is his third ebook and first non-investing ebook.
