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- 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
- Citigroup: The Pricing Anomaly Lives
- Paul Kedrosky submits: Good update from Donald Marron on his musings about the ongoing Citi C pricing anomaly. With Citi having announced a share exchange, one would think that the pricing anomalies in Citi shares would be disappearing, but they are hanging tough -- for now anyway: ...
- External links 2009-06-12
- Triple-Digit Oil Prices: Rubin vs. Yergin
- Paul Kedrosky submits: I know where I'd place my bet between Daniel Yergin and Jeff Rubin with respect to the outlook for triple-digit oil price, but here are their respective cases nevertheless: Jeff Rubin: Very soon. "We'll be back to triple-digit oil...
- External links 2009-05-27
- New Oil Shock 'Inevitable' - McKinsey
- Paul Kedrosky submits: A new McKinsey report is out arguing that an oil shock is inevitable, and it could come sooner than expected. When? As early as 2010, under the firm's "moderate" economic downturn scenario, and as late as 2013 if the downturn is more harsh. by Paul Kedrosky
- External links 2009-05-26
- The One-Price Anomaly
- Paul Kedrosky submits: I geek out now and then for violations of the supposed “law” of one price -- the cute idea that the same financial instrument will sell for the same price in all markets so long as there is an opportunity for arbitrage – so this example...
- External links 2009-05-26
- 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
- Tim Geithner's Jam-Packed Schedule and the Valenzetti Equation
- Paul Kedrosky submits: The NY Times has a looooong piece in Monday's paper looking at Treasury Secretary Tim Geithner's calendar through the crisis. Of course, for most of the credit crisis he was the head of the New York Federal Reserve, not at Treasury, so that is the vantage...
- External links 2009-04-27
- Text of Steve Jobs Deposition
- Paul Kedrosky submits: The text of Apple CEO Steve Jobs' March 18, 2008 deposition is fascinating in a CEO-ish, me-first, don't-trouble-me-with-irritating-questions sort of way. The shorter version: He wanted more compensation and ended up in option trouble because he didn't think his board said "Atta boy!" often and nicely...
- External links 2009-04-26
- 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
- The Disconnect Between Crude Oil and Oil Stock Prices
- Paul Kedrosky submits: Crude oil and the major oil companies stock prices have done a disconnect this year, as the Bloomberg Chart of the Day shows: by Paul Kedrosky
- External links 2009-04-15
- Daniel Yergin on $40 Oil, Iran Diplomacy
- Paul Kedrosky submits: Daniel Yergin of energy research consultancy CERA on the prospects for $40 oil on continued economic weakness: by Paul Kedrosky
- External links 2009-04-08
- The Country of Skype
- Paul Kedrosky submits: Neat chart from Skype EBAY showing the growth in Skype calling minutes worldwide over the last few years. Accounting for 8% of the world's international calling minutes is an incredible stat. by Paul Kedrosky
- External links 2009-04-02
- ABC: FBI and Prosecutors 'Closing In' on AIG's Cassano
- Paul Kedrosky submits: I have no idea what "closing in" means when you know someone's name and where they live and what they did, but ABC News has a story out saying that the Feds are closing in on AIG Financial Products' ex-honcho Joe Cassano. Maybe that means they...
- External links 2009-03-31
- 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
- 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
- QOTD: Renewables Investing Passed Fossil Fuels in 2008
- Paul Kedrosky submits: You can take this as further evidence of economic derangement in 2008, or of an energy transition inflection point, or something screwy because of oil’s roller-coaster, or even just a back-door sign of outsized stimulus, but this quote from a recent UNEP sustainable energy investing report...
- External links 2009-06-28
- BP: Beyond Petroleum and Back
- Paul Kedrosky submits: There is an interesting article in Wednesday’s FT describing BP’s trip “beyond petroleum and back again”. Having staked out the greener high ground of being the multinational oil company most devoutly search for alternative energy solutions, it is now seemingly retrenching, what with close its London...
- External links 2009-07-08
- 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
- Hand Sanitizer Sales Double on H1N1 Panic
- Paul Kedrosky submits: In case you were ever doubtful that H1N1 flu fears wouldn't cause sanitizer sales to spike higher -- something I"ve written about here a number of times -- here is some data making the point fairly convincingly. According to Panjiva, hand sanitizer shipments to the U.S....
- External links 2009-10-22
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