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Valuex Vail

Canada's Dollar at Almost Eight-Month Low Before Economic Report
Portfolio
Canada’s China Problem Is Greater than Its Housing Problem
Canada is likely to suffer a significant income decline when the China-inspired commodities supercycle ends.
Vitaliy Katsenelson
August 8, 2013
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Portfolio
Jim Chanos and the Commodities Supercycle at Valuex Vail
The purpose of Valuex Vail is to be thought-provoking. And with Kynikos Associates’ Jim Chanos, that’s guaranteed.
Vitaliy Katsenelson
August 1, 2013
E.ON AG Isar Block 1 Nuclear Reactor Plant
Opinion
Valuex Vail: Re-evaluating the Investment Process
In Part III of his series on Valuex Vail, Vitaliy Katsenelson looks at the investing process from a global perspective.
Vitaliy Katsenelson
July 30, 2013
Westerman Cos. Oil Tank Manufacturing For The Fracking Industry
Culture
Valuex Vail: Coming at Shale Oil from a Different Angle
Trinity Industries, a maker of railcars, barges and storage tanks, could be an interesting shale oil investment.
Vitaliy Katsenelson
July 25, 2013
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Culture
Deep Thoughts from the Valuex Vail Conference
In the first of five articles, Vitaliy Katsenelson looks at the ideas coming from his Valuex Vail conference.
Vitaliy Katsenelson
July 22, 2013