Person

Vitaliy Katsenelson

Vitaliy Katsenelson appears in Part 3, Part 7, Part 10 of The Buildout. Part 3: The Machines Will Work. The Debt Might Not.; Part 7: The Fed Hiked. The Long End Still Climbed.; Part 10: The Bubble Is in the Denominator. Argued in Part 3 (1999 capex plus 2008 credit), Part 7 (Debt: 99% of GDP, up from 35%).

In 3 parts of The Buildout: Part 10, Part 07, Part 03 · Updated Oct 8, 2026

By the numbers

What the stories reported.

Each figure carries its date and source in the story it comes from.

What Vitaliy Katsenelson argued

On the record, by story.

Paraphrased and attributed, with the date and a link where one exists. DeepStack keeps no score of who was right; the dated tests do that work in the open.

  1. Part 07 · Debt: 99% of GDP, up from 35%Sep 10, 2026

    Bond investors are rejecting the government-set price for Treasuries because of large, unaddressed budget deficits that may grow rather than shrink over the next 10 years, and because budget deficits imply inflation; the creator says they…

    The Fed Hiked. The Long End Still Climbed. Who is on each side Source

  2. Part 07 · Debt: 99% of GDP, up from 35%Sep 10, 2026

    The US Treasury responded by at least doubling its buyback operations for 10- to 30-year maturities to lower yields, financing the purchases by issuing short-term Treasuries; yields fell for a day and then rose again.

    The Fed Hiked. The Long End Still Climbed. Who is on each side Source

  3. Part 03 · 1999 capex plus 2008 creditAug 6, 2026

    AI profitability is elusive while open-source and Chinese models deliver comparable results at a fraction of the cost, so data-center pricing faces a race to the bottom exactly as fiber optics did after 1999; then the bankruptcies reveal who was…

    The Machines Will Work. The Debt Might Not. Who is on each side Source

In The Buildout

Where Vitaliy Katsenelson appears.

One line per story, from the story itself.

  1. Part 10The bill raises the rate

    Vitaliy Katsenelson put the fiscal version bluntly: “I personally would not buy a 10-year Treasury even at 6%”.

    The Bubble Is in the Denominator

Across the DeepStack reading

How often it comes up.

2 sources, 2967 claims and 472 texts mention Vitaliy Katsenelson, as of Oct 8, 2026. A count of attention, not a judgment.

Analysis and opinion, not investment advice. What a person argued is reported, not rated; DeepStack shows no score, ranking or accuracy for anyone.