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 following few weeks, beginning right this moment with a bit that discusses our ideas on the economic system.
Although the official objective of scripting this was to get you near my fascinated with the economic system and the inventory market, to be sincere, 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 determine what I believe collectively. Thus, the next reads extra like a listicle slightly than an essay the place all ideas should stream from one to a different.
📩 Join my free weekly e-mail publication https://vitaliy.substack.com/
🎙 Take a look at my weekly podcast, The Mental Investor. https://investor.fm/
📚 GET MY BOOKS
Soul within the Recreation – https://tinyurl.com/yzh486ep
The Little E book of Sideways Markets – https://tinyurl.com/4sdbr5f2
Energetic Worth Investing – https://tinyurl.com/ywfczy8u
MY KEY LINKS
🌍 My web site/weblog – https://investor.fm/
🔗 Enterprise Web site – https://imausa.com/
🐦 Twitter – https://twitter.com/vitaliyk
📸 LinkedIn- https://www.linkedin.com/in/katsenelson/
🎥 Youtube – https://www.youtube.com/@vitaliyk
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 grew to become 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 widespread sense, Forbes Journal known as him “The New Benjamin Graham.” He’s written for publications together with Monetary Occasions, Barron’s, Institutional Investor, and International 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 e book and first non-investing e book.