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- Lining Up on Both Sides of Auto Bailout
- Paul Kedrosky submits: People are neatly lining up on either side of this auto industry bailout subject, but most of them are ducking the core issues. If you’re pro or you’re con, here are some of the questions you have to answer to be credible. Pro. If you’re...
- External links 2008-11-17
- 411 Needs 911: The Yellow Pages Buyout Bust
- Paul Kedrosky submits: Was the 2002 yellow pages buyout boom the most awesomely mistimed private equity move ever? Okay, that’s saying a lot, but still: Buying such services for their ad revenue just as the yellow pages business blew up in the face of search (read: Google) ubiquity has...
- External links 2008-11-17
- Gold: Not Just for Gold Bugs Anymore
- Paul Kedrosky submits: Leave the fire ashes; what survives is gold -- Robert Browning, Rabbi Ben Ezra by Paul Kedrosky
- External links 2008-11-15
- Banks: Build Not Bail?
- Paul Kedrosky submits: My friend (and Money:Tech-er) David Leinweber has a up a provocative post over on the O'Reilly website about hacking the banking system. The root idea: Why not stop trying to bail out the current banking system, and simply build a new one instead? Here...
- External links 2008-11-13
- Is Buffett Really Losing His Touch?
- Paul Kedrosky submits: Various people are wandering about saying that investor Warren Buffett has lost his touch. The gist of the argument: A combination of style drift (derivatives?!), ill-timed investments, and his "long term" refrain on declining positions demonstrate that he is, at the very least, having a hard...
- External links 2008-11-12
- Three Problems with the Fannie / Freddie Mortgage Modifications
- Paul Kedrosky submits: There are at least three serious issues with the Freddie FRE / Fannie FNM mortgage modification programs. First, they are fundamentally offensive to anyone who bought a house with a reasonable amount of money down, some contentiousness about the price paid, and the cash flow to...
- External links 2008-11-11
- 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
- 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
- More from Grantham: S&P to 585?
- Paul Kedrosky submits: Jeremy Grantham at GMO has out Part II of his "Reaping the Whirlwind" two-part series on the credit crisis' aftermaths. Among other things, he argues that there are benefits to the crisis, including increasing personal savings, an end to the hedge fund era, a reminder...
- External links 2008-10-26
- Consumer Categories: Long Pasta, Short Soda
- Paul Kedrosky submits: Some useful data from Nielsen about recession-proof and recession-vulnerable consumer categories. by Paul Kedrosky
- External links 2008-10-22
- Brinksmanship at Fortress Investment Group
- Paul Kedrosky submits: Riveting brinksmanship going on at 11th hour as Fortress Investment Group FIG works frantically to refinance $1.7-billion in Intrawest debt, which expires tomorrow. Recall that Intrawest, the owner of the Whistler ski resort -- which will host the 2010 Winter Olympics -- was purchased by Fortress...
- External links 2008-10-22
- 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
- CDS: What If There Was a Crack-Up and Nobody Came?
- Paul Kedrosky submits: There is no stopping the CDS crackup chatter. While credit default swaps could do with a great deal more transparency, one data point we all need to deal with is the non-world-ending consequences of the Lehman bankruptcy. Today is the last day for...
- External links 2008-10-21
- 30 Years of the 30-Year Mortgage
- Paul Kedrosky submits: Lots of people noticing today that for various technical reasons, U.S. 30-year fixed mortgage rates are back to levels last seen when Freddie/Fannie were nationalized. But that said, and as the following figures shows, all the bleating about high rates looks fairly dubious, historically speaking and...
- External links 2008-10-17
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