Paul Kedrosky’s Infectious Greed

Geoff Mulgan: Post-Crash Investing

2009/09/02
By pk
Geoff Mulgan: Post-Crash Investing



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S&P Notices Mexican Math Doesn’t Add Up

2009/09/01
By pk
S&P Notices Mexican Math Doesn’t Add Up

Oh look, the nice people at S&P are noticing that Mexico's post-oil budgetary math doesn't add up. Apparently if you develop an air pocket in something (oil) that represents 40% of your state's income it could impact your credit rating. Whoa, there's a shocker.

S&P may cut Mexico’s BBB+ status...
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Eye-Opening New H1N1 Update: Dominant Influenza Market Share

2009/08/31
By pk
Eye-Opening New H1N1 Update: Dominant Influenza Market Share

As we get closer to the inevitable fall upturn in H1N1 infections in North America, here are some eye-opening items from a new WHO update:

  • “…the H1N1 pandemic virus has rapidly established itself and is now the dominant influenza strain in most parts of the world”
    • ...
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Private Equity/Merger Half-Year Review

2009/08/31
By pk
Private Equity/Merger Half-Year Review

Useful half-year review of 2009's year-to-date private equity & merger market activities. The tilt toward finance is unsurprising, even if the numbers are wildly skewed:

North American Private Equity in Review H109 ...
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Skidelsky on Skidelsky on Keynes

2009/08/30
By pk
Skidelsky on Skidelsky on Keynes

There is a provocative piece in the weekend Lunch with FT featuring Keynes biographer Robert Skidelsky. Some highlights:

On economists

“…there is an imperial benevolence about them; they are not interested in people, they are very impersonal. I cannot imagine having a bosom friend who is an economist.”...
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Mauldin: No Good Economic Choices for U.S.

2009/08/29
By pk
Mauldin: No Good Economic Choices for U.S.

Incisive comments from John Mauldin today:

There are no good choices. Nouriel , optimist that he is (note sarcasm), suggests that there is a possibility that the government can manage expectations by showing a clear path to fiscal responsibility that can be believed. And thus the bond markets do not...
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The “Real” Mega Bears

2009/08/29
By pk
The “Real” Mega Bears

An update of Doug Short’s mega-bears graph taking things back to 2000 as the starting point. Compelling.


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Japan as U.S., or Vice-Versa: 40%, and Then Pffft

2009/08/29
By pk
Japan as U.S., or Vice-Versa: 40%, and Then Pffft

nikkei



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Best Econo-Podcasts, Part II

2009/08/27
By pk
Best Econo-Podcasts, Part II

Earlier today I posted a list of my favorite econo-podcasts -- most of which aren’t really about economics or finance at all -- and I promised that I would put up an OPML file with them all contained therein. Well, here it is. You should be able to open it in iTunes (File/Import)...
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Secular Bear Markets and Their Aftermath

2009/08/27
By pk
Secular Bear Markets and Their Aftermath

I’m never a fan of averaging across dissimilar market events  --- and aren’t they all dissimilar, in the end? --- but Barry has up a useful figure comparing markets after secular declines, like the once we just had.


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