Paul Kedrosky

Paul Kedrosky: Being Bearish on Wells Fargo Pays

InformedTrades (Free subscription) | yesterday

Books. Founders at Work Founders at Work: Stories of Startups' Early Days; High Stakes High Stakes, No Prisoners : A Winner's Tale of Greed and Glory...

Paul Kedrosky: Limits? We Don't Need to Steenking Limits!

InformedTrades (Free subscription) | 11/29/2008

Books. Founders at Work Founders at Work: Stories of Startups' Early Days; High Stakes High Stakes, No Prisoners : A Winner's Tale of Greed and Glory...

Paul Kedrosky: Must-Read China Reading: World Bank Quarterly

Offshore Services (Free subscription) | 11/27/2008

November 27, 2008. Must-Read China Reading: World Bank Quarterly. If you read one thing on China this week/month/quarter/season, let it be the new World Bank China Quarterly. Read the original here: Paul Kedrosky: Must-Read China Reading: World Bank Quarterly

Paul Kedrosky: Fed Voodoo Working? 30-Year-Fixed Falling, However ...

InformedTrades (Free subscription) | 11/27/2008

Books. Founders at Work Founders at Work: Stories of Startups' Early Days; High Stakes High Stakes, No Prisoners : A Winner's Tale of Greed and Glory...

Paul Kedrosky: Slow Posting, But Some Longer Musings Coming

InformedTrades (Free subscription) | 11/27/2008

Books. Founders at Work Founders at Work: Stories of Startups' Early Days; High Stakes High Stakes, No Prisoners : A Winner's Tale of Greed and Glory...

Paul Kedrosky: The SEC is Keeping Us Safe From … Something

InformedTrades (Free subscription) | 11/27/2008

Books. Founders at Work Founders at Work: Stories of Startups' Early Days; High Stakes High Stakes, No Prisoners : A Winner's Tale of Greed and Glory...

Paul Kedrosky: Big Bank Watcher

Offshore Services (Free subscription) | 11/25/2008

November 25, 2008. Big Bank Watcher Go here to read the rest: Paul Kedrosky: Big Bank Watcher

Paul Kedrosky: GM Employees: "No GM Shares for You!”

InformedTrades (Free subscription) | 11/26/2008

Books. Founders at Work Founders at Work: Stories of Startups' Early Days; High Stakes High Stakes, No Prisoners : A Winner's Tale of Greed and Glory...

Expenditure vs investment — thinking clearly

Interfluidity (Free subscription) | 8 hours ago

I like this little graphic that's been making the rounds, courtesy of Voltage Creative, hat-tip nonSense, Simoleon Sense, Paul Kedrosky....

• The Bailout: Expenditure or Investment? - Economist's View
• Economist's View: The Bailout: Expenditure or Investment? - InformedTrades

Sticking up for NBER

SeekingAlpha.com (Free subscription) | 14 hours ago

Paul Kedrosky submits: People are falling out of trees to criticize NBER's new U.S. recession call, given that it is coming 12 months after said recession started in December 2007. The following chart (adapted partly from a Schwab figure) more or less supports the cynicism, with economists, as the joke goes, forecasting seven of the last five recessions -- and doing it late, as well.....

• NBER's Recession Call and the Critics - Infectious Greed

Wells Fargo: Being Bearish Paid Today

SeekingAlpha.com (Free subscription) | 14 hours ago

Paul Kedrosky submits: I have written here various times about my bearish take on Wells Fargo -- see here and here -- so today's WFC wreckage isn't exactly a surprise. Nevertheless, a crushingly bad day –- including a head-butt from CIBC analyst Meredith Whitney near the close -- for what had been the strongest banking stock. Complete Story »

Sell-Side Sentiment: No Bullish Sectors

SeekingAlpha.com (Free subscription) | yesterday

Paul Kedrosky submits: Chart from First Coverage of current sell-side sentiment. Shorter bars denote bearishness, and Consumer Services saw the biggest increase in bullishness of any sector. Mind you, sentiment rapidly become more bearish during last week's rally, and no industry (!) actually has bullish sentiment overall. Complete Story »

No Weekend Reading

InformedTrades (Free subscription) | 11/30/2008

There was no Paul Kedrosky column on Sunday, Nov. 30.Image: http://feedads.googleadservices.com/~a/zkGxR-DHgVLiomLVuNC14GvVvck/i ...

Towerstream Trading Below Cash

SeekingAlpha Telecom Stocks (Free subscription) | yesterday

Asif Suria submits: The 12% surge in the Dow over three trading sessions was certainly welcome but has hardly alleviated the level of anxiety felt by most investors as it could easily turn out to be a bear market rally. It is interesting to see from the adjacent table by Paul Kedrosky that out of the 13 biggest two day advances in the Dow Jones Industrial Average that have occurred going...

Best Black Friday Specials

Emergent Chaos (Free subscription) | 11/28/2008

Via Paul Kedrosky. Feel free to use this as an open thread....