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- Charlie Munger: 'We've Screwed Up'
- Paul Kedrosky submits: From a new interview, Berkshire's other guy, Charlie Munger, talks tough about life, the universe and how screwed up we've made things: Worse than the Great Depression? by Paul Kedrosky
- External links 2009-05-20
- Where We Stand Compared to 3 Other Bad Bears
- Paul Kedrosky submits: I haven’t checked in on the four bad bears in a while, so here it is, your moment of financial zen. Click for a larger version. by Paul Kedrosky
- External links 2009-04-16
- Follow the Bouncing Stocks
- Paul Kedrosky submits: Leaving aside the whole silly business of calling market bottoms based on calendars, this is a nice graphic of market declines and recovery over time: by Paul Kedrosky
- External links 2009-03-30
- Dollar Performance Turns Most Countries Red
- Paul Kedrosky submits: Speaking of the dollar, it's a good day to be long the much-hated currency (which I'm not, at least not in any practical sense). Check the following FT currency macromap of the dollar's one-day performance around the world. With a few exceptions damn you Canada, it...
- External links 2009-12-04
- Reserve Currency: There Can Be Only One
- Paul Kedrosky submits: Ramirez: The Kurgan. He is the strongest of all the immortals. He's the *perfect* warrior. If he wins the Prize, mortal man would suffer an eternity of darkness. Connor MacLeod: How do you fight such a savage? Ramirez: With heart, faith and steel. In the end...
- External links 2009-12-04
- The Dow, In Gold
- Paul Kedrosky submits: I’m always uneasy about these “Let’s price Thing X in Commodity Y” exercises – if thing X was supposed to be priced in commodity Y, it would be priced in commodity Y – but this one is at least semi-useful. Here is the Dow index in...
- External links 2009-11-11
- Dollar Is Up - Against Only 9 Currencies This Year
- Paul Kedrosky submits: With the U.S. dollar is in full decline against all of its major trading partners, I thought it would be fun/interesting to see the currencies against which the U.S. dollar hasn’t declined this year. There is a total of nine (!) currencies worldwide...
- External links 2009-10-26
- Real Estate Will Recover in ... 2030?
- Paul Kedrosky submits: When will collapsed U.S. real estate prices regain their prior peaks? Moody's has out a bleakly amusing new figure showing that California and Arizona and Florida is looking at the early 2030s. Of course, given Moody's MCO well-documented issues, ahem, on the way into the real...
- External links 2009-09-18
- Wagoner's Firing: The Surprise That Wasn't
- Paul Kedrosky submits: Last night, GM's Rick Wagoner was fired sort of, and the predictable opinioneering sorts started their predictably wheezing opinioneering engines. Go elsewhere if you want that sort of thing. I can't even imagine it. Because is it really a surprise that Obama's auto...
- External links 2009-03-30
- Nasdaq: All Clear on the Year
- Paul Kedrosky submits: The Nasdaq Composite is the first of the major three U.S. indices to blow the all-clear whistle, it seems. It touched being flat year-to-date today, which is fairly remarkable considering it hit its low not even a month ago. Granted, it never plummeted as far as...
- External links 2009-03-26
- Lucky Number 13: A Big Two-Day Advance in the Dow
- Paul Kedrosky submits: In case you were thinking "Good God, this has been a huge two-day advance in the Dow", you're right. It has been a huge two-day advance in the Dow index. Here is the top 15 list of all-time two-day advances in the index, including today, which...
- External links 2008-11-24
- Citi Bailout: Good Bank, Bad Bank, and Fu*&ed Bank
- Paul Kedrosky submits: Apparently Citibank and the U.S. government (i.e., we taxpayers) have reached a deal whereby we will backstop something like $300-billion in screwed assets on Citi's balance sheet. That $300-billion figure is, as we say in the business, way fucking bigger than the $50-billion "bad bank" number...
- External links 2008-11-24
- 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
- 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
- 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
- Is the S&P 500 Now Cheap?
- Paul Kedrosky submits: A WSJ OpEd by Jeremy "stocks for the long run" Siegel Wednesday was a little nutty. In essence he argues that the S&P 500 is cheaper if you weight earnings by market capitalization, instead of simply including them in the quarterly totals without regard to the...
- External links 2009-02-25
- The Madoff Magnum Opus
- Paul Kedrosky submits: Overnight the NYT unleashed a monster of a Madoff story, with a 5,397-word scale-tipper on the proprietor of the current title-holder for World's Largest Ponzi Scheme. Not to get all meta or anything, but the piece is not only longer than most Raymond Carver short stories,...
- External links 2008-12-20
- What Is the New S&P Normal?
- Paul Kedrosky submits: A thought experiment I like to do is mull what S&P 500 earnings would have been today if we hadn’t had a decade or more of cheap credit. Earnings have grown, on average, 9% a year for years in the U.S., but that has been goosed...
- External links 2008-12-12
- Just How Sensitive Is the Economy to the Auto Industry?
- Paul Kedrosky submits: Nice chart from Economy.com’s Mark Zandi showing the economy’s sensitivity to the auto industry. It comes from his auto-related Senate testimony. by Paul Kedrosky
- External links 2008-12-04
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