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

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Beyond The Sound Bite

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

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Beyond the Sound Bite: An Interview with Tom McManus

My interview with the well known and highly respected investment strategist includes the secular trends for the economic "new normal", US consumer and employment outlook, corporate profitability, and P/E levels for the equity markets. The length...

Published 03-12-2010 11:34 AM by Vinny Catalano, CFA

Filed under: Beyond the Sound Bite, Valuation, Investment Strategy
Happy Anniversary. Now What?

Yesterday marked the one-year anniversary of the bear market low in stocks and the subsequent bull rally. Therefore, a review of where we were, where we are now, and, importantly, where we are likely to be headed, seems to be in order. To refresh your...

Published 03-10-2010 12:18 PM by Vinny Catalano, CFA

Filed under: Credit Crisis, deleveraging, Valuation, Investment Strategy, US Consumer, Technical Thursdays, behavioral finance
Beyond the Sound Bite: An Interview with Adam Parker, Ph. D.

In my interview with the Chief Investment Strategist for Sanford C. Bernstein , Mr. Parker describes how the second half of the year is likely to result in a modestly below consensus view for 2010 operating earnings for the S&P 500, why a 13 to 15...

Published 03-05-2010 12:42 PM by Vinny Catalano, CFA

Filed under: Beyond the Sound Bite, Investment Strategy, Energy, us economy
Beyond the Sound Bite: An Interview with Christian Menegatti

In my interview with Nouriel Roubini's Head of Global Economic Research Mr. Menegatti expressed a cautiously optimistic outlook for the US economy with few signs of a double dip, a stagnant Eurozone outlook, limited concern re contagion from the Greek...

Published 03-03-2010 9:31 AM by Vinny Catalano, CFA

Filed under: Credit Crisis, Beyond the Sound Bite, US Consumer, Globalization, us economy, currencies
Beyond the Sound Bite: An Interview with Professor Michael Greenberger

Can meaningful regulatory reform occur in this highly political year? Is the Obama administration on the right side of the credit derivatives argument? What is the future of financial innovation? If gaining a deeper understanding of the key issues related...

Published 02-24-2010 10:25 AM by Vinny Catalano, CFA

Filed under: Beyond the Sound Bite, Credit Derivatives, Financial Innovation
Beyond the Sound Bite: An Interview with Dr. Andrew Lo

Leveraging off my first interview with the Director of MIT's Laboratory for Financial Engineering and co-author of " The Heretics of Finance: Conversations with Leading Practitioners of Technical Analysis ", Dr. Lo describes the progress...

Published 02-16-2010 9:45 AM by Vinny Catalano, CFA

Filed under: Beyond the Sound Bite, Technical Thursdays, behavioral finance
Beyond the Sound Bite: An Interview with Gregory Zuckerman

I had the pleasure of conducting a most fascinating interview with the senior writer at the Wall Street Journal and author of " The Greatest Trade Ever: The Behind-the-Scenes Story of How John Paulson Defied Wall Street and Made Financial History...

Published 02-03-2010 10:01 AM by Vinny Catalano, CFA

Filed under: Beyond the Sound Bite, Financial Innovation, hedge funds
Beyond the Sound Bite: An Interview with Richard Bernstein

My interview with the former chief investment strategist with Merrill Lynch, who has gone and set up shop at Richard Bernstein Capital Management , includes a "wildly bullish" view for 2010. Need I say more? The length of the interview is 13...

Published 01-27-2010 3:40 PM by Vinny Catalano, CFA

Filed under: Beyond the Sound Bite, Investment Strategy
Beyond the Sound Bite: An Interview with Dr. Kent Moors

“If you think the run up to July 2008 was a wild ride, you haven’t seen anything yet.” So said this week's guest referring to the energy price run to record highs in 2008. In my interview with the professor of political science from...

Published 01-26-2010 2:17 PM by Vinny Catalano, CFA

Filed under: Geopolitics, Beyond the Sound Bite, Energy
Beyond the Sound Bite: An Interview with Tim Hayes

We get the year started with yet another most informative and insightful interview (my third) with the Chief Investment Strategist for Ned Davis Research as we discuss his year ahead outlook, one that includes an up first quarter followed by a likely...

Published 01-06-2010 10:21 AM by Vinny Catalano, CFA

Filed under: Beyond the Sound Bite, Investment Strategy, Technical Thursdays
Beyond the Sound Bite: An Interview with Thomas Krasner, CFA

My interview with the Principal and Portfolio Manager at Concise Capital Management introduces listeners to a unique fundamental analysis approach to high yield bonds. By focusing on short maturities, Mr. Krasner and his associates minimize the interest...

Published 12-16-2009 10:41 AM by Vinny Catalano, CFA

Filed under: high yield
Beyond the Sound Bite: An Interview with Marc Chandler

In my comprehensive conversation with the Senior Vice President, Global Head of Currency Strategy at Brown Brothers Harriman, and author of " Making Sense of the Dollar " , we explored the short (cyclical) and long term (secular) view of the...

Published 12-09-2009 11:45 AM by Vinny Catalano, CFA

Filed under: us economy, us dollar, currencies, interest rates
Beyond the Sound Bite: An Interview with Richard Kang

My conversation with the Chief Investment Officer & Director of Research for Emerging Global Advisors , an investment advisor to various exchange traded funds, includes a description of the company and its work in creating and managing emerging markets...

Published 12-02-2009 2:48 PM by Vinny Catalano, CFA

Filed under: Financial Innovation, ETFs
We Have Nothing To Fear But Uncle Sam Himself

No, this won’t be a Limbaugh/Beck/Cato Institute inspired rant against the evils of big government. Rather, today’s commentary focuses on the FUD factor - fear, uncertainty, and doubt – that many small businesses harbor toward where...

Published 11-24-2009 10:05 PM by Vinny Catalano, CFA

Filed under: US Consumer, Technical Thursdays, Vinny Catalano, us economy
We (Still) Don't Know What We Don't Know

So, here we are. More than two years into what started out as a credit crisis, one plus year after the Lehman collapse and a question that pertains to the one of the central workings of the equities market cannot be answered. At last evening's Market...

Published 11-18-2009 9:08 PM by Vinny Catalano, CFA

Filed under: Credit Crisis, Technical Thursdays, Credit Derivatives, Financial Innovation

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Musing on the Markets

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Beyond The Sound Bite

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Have You Seen This?

Beyond the Sound Bite: An Interview with Tom McManus

Happy Anniversary. Now What?

Beyond the Sound Bite: An Interview with Adam Parker, Ph. D.

Beyond the Sound Bite: An Interview with Christian Menegatti

Beyond the Sound Bite: An Interview with Professor Michael Greenberger

Beyond the Sound Bite: An Interview with Dr. Andrew Lo

Beyond the Sound Bite: An Interview with Gregory Zuckerman

Beyond the Sound Bite: An Interview with Richard Bernstein

Beyond the Sound Bite: An Interview with Dr. Kent Moors

Beyond the Sound Bite: An Interview with Tim Hayes

Beyond the Sound Bite: An Interview with Thomas Krasner, CFA

Beyond the Sound Bite: An Interview with Marc Chandler

Beyond the Sound Bite: An Interview with Richard Kang

We Have Nothing To Fear But Uncle Sam Himself

We (Still) Don't Know What We Don't Know