May 10, 2021 12:30 AM
A PODCAST PRESENTATION ON THE C.C.P.
By Vitaliy Katsenelson, CFA
EDITOR’S NOTE: Over the last six months, my value investing management colleague Vitaliy Katsenelson has skewed his IMA’s portfolios more towards defense companies.
–Dr. David Edward Marcinko MBA CMP®
WHY THE SHIFT?
The world appears less safe today than at any time since the Berlin Wall came down. Fast-forward two decades from then to now, and we find a drastically different world.
For example, China’s large Long March 5b rocket has fallen to Earth mostly as expected, much to the chagrin of critics. And some suggest the country is gearing up for “World War III” after Congress passed a multi-billion dollar defense Bill on Friday which President Donald Trump had previously vetoed.
LINK: https://nationalinterest.org/blog/reboot/us-military-worried-china-could-start-world-war-iii-180807
And so, in this podcast, Vitaliy explains his thoughts on the US, China, and the role defense companies play in his client portfolios.
PODCAST LINK: You can watch / hear / read his article online here: https://contrarianedge.com/us-and-china-in-the-foothills-of-cold-war/
ASSESSMENT: Your thoughts are appreciated.
THANK YOU
***
Posted by Dr. David Edward Marcinko MBA MEd CMP™
Categories: Experts Invited, Investing, Videos
Tags: C.C.P., China, USA versus China?, value investing, Vitaliy Katsenelson
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Sebastian,
Many thanks for the “like.”
ME-P
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By ME-P on May 10, 2021 at 1:01 AM
VK,
Prescient … it is time to move on from tech and find other opportunities, says Charles Schwab strategist Jeffrey Kleintop.
Artie
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By Artie on May 12, 2021 at 12:24 AM
Vitaliy,
In the last episode of Mad Money, Jim Cramer said younger investors should looking beyond tech to the raw materials, transportation, retail and bank stocks that made it all possible.
Nice call!
Kent
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By Kent on May 12, 2021 at 10:44 AM