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- Wal-Mart: Scenes from the Economy's Front Lines
- Paul Kedrosky submits: Wal-mart is like the Bureau of Economic Analyst of retail: It has all the data you wish you had about what's going on in the economy, plus more -- and it has it all in realtime. With that in mind, here are some alternately choice and...
- External links 2008-10-22
- Wolfson Microelectronics: Air Pocket Alert
- Paul Kedrosky submits: I continue watching company news releases for air pockets, companies that aren’t just seeing revenues go lower on a glide path, but are seeing a complete disappearance of their core business. Today’s example: Wolfson. Wolfson Microelectronics (Edinburgh, Scotland) (WLFMF.PK) has again slashed its fourth-quarter revenue...
- External links 2008-10-28
- AIG Bailout Redux: The Perils of Open-Ended Liability
- Paul Kedrosky submits: This should come as no surprise given that supposed insurer [[AIG]] has drawn down more than $80 billion of its $122 billion facility, but the company is apparently in talks with the U.S. government to be bailed out of its bailout. It wants to convert a...
- External links 2008-11-07
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