paul kedrosky
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Latest blogosphere posts tagged “paul kedrosky”
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Interns and Robots Stoke the Twitterati [Twitterati]
Gawker —
Authority: 864
Joel Madden walked out on a radio interview; Alexis Ohanian enjoyed some robot bartending and Bucky Turco did something wed rather not think about with one of our interns. The Twitterati were especially excitable. Next time, Bucky Turco of Animal New York will just live-tweet the entire makeout session . ...1 day ago -
Zuckerman on Paulson: The All-Time Greatest Trade?
SeekingAlpha.com: Home Page —
Authority: 676
Paul Kedrosky submits: There is a lot of chatter out there about Greg Zuckerman’s new book about John Paulson’s subprime trade. Titled The Greatest Trade Ever (Broadway Business 2009) the book chronicles how Paulson’s risky trade came together and how it paid out, controversies, warts, timing and all. ...1 day ago -
The Evolving IPO Market
SeekingAlpha.com: Home Page —
Authority: 676
Paul Kedrosky submits: There is a new Grant Thornton report out arguing that the U.S. is suffering from an IPO drought caused by high-frequency trading and broken market microstructure (but not SarbOx). The alleged consequences? 22-million fewer jobs in the U.S. than would otherwise be the case. Whoa. Thats a ...1 day ago -
Dollar Hurting Exporters? Not So Much
SeekingAlpha.com: Home Page —
Authority: 676
Paul Kedrosky submits: Pace my Marketplace radio comment on the dollars decline yesterday, this graph from Bloomberg of the recent stock market outperformance of U.S. exporters is noteworthy. Complete Story »1 day ago -
AGORACOM Announces Online Gold And Commodities Conference, December 3-4, 2009
Grandich's Blog —
Authority: 433
Earlier today, we proudly announced the launch of our online conference initiative . We’re starting off that initiative with a bang via our first ever official online conference – The AGORACOM Online Gold and Commodities Conference . Given the price of gold, oil and other commodities, our timing could not ...5 days ago -
ChiNext: A Wild West Poker Table
SeekingAlpha.com: Home Page —
Authority: 676
Paul Kedrosky submits: In a quick look around the world at market price/earnings multiples after the launch of the ChiNext wild-wild west exchange in China, the league tables have really changed. The impossible has happened, with the outrageously expensive Shanghai Composite newly looking (relatively) cheap. Gosh. ...1 week ago -
Best economic analysis of the month
Fabius Maximus —
Authority: 557
It’s Alive, It’s ALIVE, It’s ALLLIIIIVVVE!By Paul Kedrosky, postd at Infectious Greed, 29 October 2009:Turns out coursing a few gigavolts of financial stimulus current through even an economy the size of the U.S. will still get Frankenstein off the slab, however briefly.For more information from the FM siteTo ...1 week ago -
Consumer Credit: Precipitous Drop in Credit Card Offers
SeekingAlpha.com: Home Page —
Authority: 676
Paul Kedrosky submits: The latest Mintel data on credit card direct mail offers to consumers showing Q3 of this year against the preceding few years. The drop is ... precipitous, from 2.1 billion a quarter in 2006 to 391 million in the most recent quarter. Complete Story »1 week ago -
Vinod Khosla on Failure: Take More Risk
SeekingAlpha.com: Home Page —
Authority: 676
Paul Kedrosky submits: Vinod Khosla has his critics, including me now and then, but give him credit for often and unapologetically making risky, early-stage investments with a very high chance of failure. Khosla has been dabbling in [clean tech] deals since he started his outfit in 2004. With his fresh capital, ...2 weeks ago -
Dollar Is Up - Against Only 9 Currencies This Year
SeekingAlpha.com: Home Page —
Authority: 676
Paul Kedrosky submits: With the U.S. dollar is in full decline against all of its major trading partners, I thought it would be fun/interesting to see the currencies against which the U.S. dollar hasn’t declined this year. There is a total of nine (!) currencies worldwide against which the U.S. dollar is up ...2 weeks ago -
Chart of the Dollar, Then and Now
SeekingAlpha.com: Home Page —
Authority: 676
Paul Kedrosky submits: A graph of the U.S. dollar against currencies of some of the U.S.’s largest trading partners since 1971. The bifurcation is the interesting thing. Complete Story »2 weeks ago -
Hand Sanitizer Sales Double on H1N1 Panic
SeekingAlpha.com: Home Page —
Authority: 676
Paul Kedrosky submits: In case you were ever doubtful that H1N1 flu fears wouldnt cause sanitizer sales to spike higher -- something I"ve written about here a number of times -- here is some data making the point fairly convincingly. According to Panjiva , hand sanitizer shipments to the U.S. have doubled ...2 weeks ago -
Apple, Microsoft, Google: Cash vs. Cash
SeekingAlpha.com: Home Page —
Authority: 676
Paul Kedrosky submits: Just because a few people asked, here is a cash comparison over the last few years at Microsoft, Google and Apple. (Again, this is via Gridstone .) Complete Story »3 weeks ago -
Sharks Circling the Galleon Galleon
SeekingAlpha.com: Home Page —
Authority: 676
Paul Kedrosky submits: One of my favorite bits of bloodthirsty Wall Street behavior is the feeding frenzy when a hedge fund goes down. The first thing everyone does is check the funds known positions, figure out where the fund is in deepest -- the biggest positions in the least liquid stocks -- and then shorts the ...3 weeks ago -
Three Ways to Make Money Fast
SeekingAlpha.com: Home Page —
Authority: 676
Paul Kedrosky submits: From a due diligence report on Galleon (excerpted in the FT), here are the three ways to make money with hedge funds. Its sort of amusing, in a bleakly comedic kind of way -- especially the first paragraph: "You can take advantage of trading technology, but few do. You can be more ...3 weeks ago -
Is Venture Investing Like Pascals Wager?
SeekingAlpha.com: Home Page —
Authority: 676
Paul Kedrosky submits: Pascals Wager (or Pascals Gambit) is a suggestion posed by the French philosopher Blaise Pascal that even though the existence of God cannot be determined through reason, a person should wager as though God exists, because so living has everything to gain, and nothing to lose. - ...3 weeks ago -
Natural Gas and the Potential for Change
SeekingAlpha.com: Home Page —
Authority: 676
Paul Kedrosky submits: Must-read piece up at Technology Review on how expanded U.S. natural gas reserves change energy calculus. Some of that is direct, with there being far more natural gas potentially available than imagined even five years ago; some of it is indirect, with a possible natural gas supply expansion ...3 weeks ago -
The Shorter Buttonwood Conference
SeekingAlpha.com: Home Page —
Authority: 676
Paul Kedrosky submits: Im a huge fan of not attending interesting-looking conferences, but encouraging other smart people to go and report back -- especially in abbreviated form. Here is Mike Panzer doing exactly that from The Economist magazines inaugural Buttonwood event this week in New York: ...3 weeks ago -
A Look Back - What Has Changed and What Hasn’t…..
BloodhoundBlog —
Authority: 520
In July of 2008, I wrote a piece as a guest post on Paul Kedrosky’s site, Infectious Greed . I called that piece The Top 7 Things Every Home Buyer Should Know . The piece got a lot of “press” and actually got me interviewed by the New York Times . I was talking with the reporter who I’ve ...3 weeks ago -
A Look Back – What Has Changed and What Hasn’t?
tvanderwell on SmartHippo.com —
Authority: 438
In July of 2008, I wrote a piece as a guest post on Paul Kedrosky’s site, Infectious Greed . I called that piece The Top 7 Things Every Home Buyer Should Know . The piece got a lot of “press” and actually got me interviewed by the New York Times . I was talking with the reporter who I’ve ...3 weeks ago