Paul Kedrosky
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- The Case for Pricing Gold in Gold
- Commodities' Eye-Popping YTD Performance: Worrisome?
- Netflix's Bandwidth Squeeze
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U.S Overtaking China as Treasury Holder
on Mon, Oct 18, 2010 • 1 Comment
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Earnings Forecasts? We Don't Need No Stinking Forecasts
on Fri, Oct 15, 2010 • 1 Comment
- Goldman Suggests Microsoft Start Bending Spoons With Its Mind
- The 'Oliver Stone' Indicator: Buy the Dow on Wall Street Movies?
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Are Values of Consumer Web Companies Soaring?
on Wed, Sep 22, 2010 • 5 Comments
- Competitive Currency Devaluation, The Board Game
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How Pension Funds Ignore Reality
on Mon, Sep 20, 2010 • 4 Comments
-
Survivor, Since-2008 Edition
on Mon, Sep 13, 2010 • Comment!
- What Banks Can Learn From VCs
- Boeckh Letter: Mercantilism, China and Dollar Instability
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Bernanke's Speech, Cloudy Version
on Fri, Aug 27, 2010 • 3 Comments
-
Troubles in VC-Land: Too Many Tourists or Too Many Apex Predators?
on Fri, Aug 27, 2010 • Comment!
-
KC Fed Annual Meeting in Jackson Hole: TED for Economists?
on Fri, Aug 27, 2010 • Comment!
- China Coal: Way, Way Up
-
Trends in Total U.S. Debt
on Fri, Aug 20, 2010 • Comment!
- Why Japan Isn't the U.S., Or the Reverse
- The China Growth Meme, Updated
-
The Trouble With Unfunded Entitlements
on Thu, Jul 22, 2010 • 23 Comments
- Energy Transitions, Then and Now
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The Tyranny of Illiquidity Providers
on Thu, Jul 1, 2010 • 11 Comments - China's Reserve Accumulation as a Lab Experiment
- Are Junk Bonds the New Sovereigns?
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For Private Equity and Venture Capital, How Bleak Is 'Less Bleak'?
on Tue, Jun 22, 2010 • Comment!
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More Cynicism in the Service of Carried Interest
on Fri, Jun 18, 2010 • 7 Comments
- Integrated Oil Is in Stealth Liquidation - Chanos
- Time to Buy Reinsurers
- Is AT&T That Stupid?
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Deficits and Things
on Tue, Jun 15, 2010 • 6 Comments
- Either Gold Is Overvalued or Everything Else Is Undervalued