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	<title><![CDATA[paul kedrosky Resources | BNET]]></title>
	<link><![CDATA[http://resources.bnet.com/topic/paul+kedrosky.html]]></link>
	<description><![CDATA[White papers, case studies, business articles, and blog posts relating to paul kedrosky]]></description>
	<s:counts start="0" returned="20" found="76" />
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		<title><![CDATA[Is Google Turning the Web into Spam?]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F178059-is-google-turning-the-web-into-spam%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[Paul Kedrosky submits:  Over the weekend I tried to buy a new dishwasher. Being the fine net-friendly fellow that I am, I  began Google-ing for information. And Google-ing. and Google-ing. As I tweeted frustratedly at the tend of the failed exercise, "To a first approximation, the entire web...]]></description>
		<s:doctype><![CDATA[External links]]></s:doctype>
		<pubDate>Mon, 14 Dec 2009 06:27:42 -0800</pubDate>
		<category domain="http://resources.bnet.com/topic/internet.html"><![CDATA[Internet]]></category>
		<category domain="http://resources.bnet.com/topic/paul+kedrosky.html"><![CDATA[Paul Kedrosky]]></category>
		<category domain="http://resources.bnet.com/topic/google+inc..html"><![CDATA[Google Inc.]]></category>
		<category domain="http://rss.financialcontent.com/stocksymbol">GOOG</category>
		<category domain="tickers">GOOG</category>
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		<title><![CDATA[Charting Hong Kong's IPO Dominance]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F177361-charting-hong-kong-s-ipo-dominance%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[Paul Kedrosky submits:  While this won&#8217;t continue in 2010 (for reasons I&#8217;m working on an article about), Hong Kong ruled the IPO roost worldwide in 2009:    [via WSJ] by Paul Kedrosky]]></description>
		<s:doctype><![CDATA[External links]]></s:doctype>
		<pubDate>Wed, 09 Dec 2009 07:43:00 -0800</pubDate>
		<category domain="http://resources.bnet.com/topic/us+market.html"><![CDATA[US Market]]></category>
		<category domain="http://resources.bnet.com/topic/paul+kedrosky.html"><![CDATA[Paul Kedrosky]]></category>
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		<title><![CDATA[Another Peak: Hotels]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F176943-another-peak-hotels%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[Paul Kedrosky submits:  I have become a collector of all thing peak, from peak law, to peak science, to peak oil -- peak peak, as it were. So let's just slot "peak hotel" alongside all those other peaks. The U.S. peaked in terms of the number of total hotel...]]></description>
		<s:doctype><![CDATA[External links]]></s:doctype>
		<pubDate>Mon, 07 Dec 2009 11:27:38 -0800</pubDate>
		<category domain="http://resources.bnet.com/topic/retail.html"><![CDATA[Retail]]></category>
		<category domain="http://resources.bnet.com/topic/paul+kedrosky.html"><![CDATA[Paul Kedrosky]]></category>
		<category domain="http://resources.bnet.com/topic/hostopia.html"><![CDATA[Hostopia]]></category>
		<category domain="http://resources.bnet.com/topic/hilton+hotels+corp..html"><![CDATA[Hilton Hotels Corp.]]></category>
		<category domain="http://rss.financialcontent.com/stocksymbol">HLT</category>
		<category domain="http://rss.financialcontent.com/stocksymbol">H</category>
		<category domain="tickers">HLT,H</category>
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		<title><![CDATA[Dollar Performance Turns Most Countries Red]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F176627-dollar-performance-turns-most-countries-red%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[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...]]></description>
		<s:doctype><![CDATA[External links]]></s:doctype>
		<pubDate>Fri, 04 Dec 2009 11:06:37 -0800</pubDate>
		<category domain="http://resources.bnet.com/topic/us+market.html"><![CDATA[US Market]]></category>
		<category domain="http://resources.bnet.com/topic/paul+kedrosky.html"><![CDATA[Paul Kedrosky]]></category>
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		<title><![CDATA[Reserve Currency: There Can Be Only One]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F176621-reserve-currency-there-can-be-only-one%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[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...]]></description>
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		<pubDate>Fri, 04 Dec 2009 10:05:17 -0800</pubDate>
		<category domain="http://resources.bnet.com/topic/us+market.html"><![CDATA[US Market]]></category>
		<category domain="http://resources.bnet.com/topic/paul+kedrosky.html"><![CDATA[Paul Kedrosky]]></category>
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		<title><![CDATA[Gold on Its First Top-Ten Run of the Year]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F175144-gold-on-its-first-top-ten-run-of-the-year%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[Paul Kedrosky submits:  Assuming gold as measured by GLD closes up today, that will makes eight days straight of advances. It is an amazing run of market heads, as it were. Since the inception of the GLD ETF it would rank as the second-longest run of gains, only trailing...]]></description>
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		<pubDate>Tue, 24 Nov 2009 12:43:28 -0800</pubDate>
		<category domain="http://resources.bnet.com/topic/gold+%2526+precious+metals.html"><![CDATA[Gold & Precious Metals]]></category>
		<category domain="http://resources.bnet.com/topic/paul+kedrosky.html"><![CDATA[Paul Kedrosky]]></category>
		<category domain="http://resources.bnet.com/topic/gladstone+plc..html"><![CDATA[Gladstone Plc.]]></category>
		<category domain="http://rss.financialcontent.com/stocksymbol">GLD</category>
		<category domain="tickers">GLD</category>
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		<title><![CDATA[Will Black Friday Be Boom or Bust?]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F175151-will-black-friday-be-boom-or-bust%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[Paul Kedrosky submits:  I'm assuming they're not asking for requests -- because I'd say please bust and go away -- but a good infographic from Mint on this Friday's shopping silliness. by Paul Kedrosky]]></description>
		<s:doctype><![CDATA[External links]]></s:doctype>
		<pubDate>Tue, 24 Nov 2009 01:14:48 -0800</pubDate>
		<category domain="http://resources.bnet.com/topic/retail.html"><![CDATA[Retail]]></category>
		<category domain="http://resources.bnet.com/topic/paul+kedrosky.html"><![CDATA[Paul Kedrosky]]></category>
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		<title><![CDATA[The Dow, In Gold]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F172790-the-dow-in-gold%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[Paul Kedrosky submits:  I&#8217;m always uneasy about these &#8220;Let&#8217;s price Thing X in Commodity Y&#8221; exercises &#8211; if thing X was supposed to be priced in commodity Y, it would be priced in commodity Y &#8211; but this one is at least semi-useful. Here is the Dow index in...]]></description>
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		<pubDate>Wed, 11 Nov 2009 08:39:44 -0800</pubDate>
		<category domain="http://resources.bnet.com/topic/us+market.html"><![CDATA[US Market]]></category>
		<category domain="http://resources.bnet.com/topic/paul+kedrosky.html"><![CDATA[Paul Kedrosky]]></category>
		<category domain="http://resources.bnet.com/topic/gladstone+plc..html"><![CDATA[Gladstone Plc.]]></category>
		<category domain="http://rss.financialcontent.com/stocksymbol">GLD</category>
		<category domain="tickers">GLD</category>
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		<title><![CDATA[Dollar Is Up - Against Only 9 Currencies This Year]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F168941-dollar-is-up-against-only-9-currencies-this-year%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[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&#8217;t declined this year.    There is a total of nine (!) currencies worldwide...]]></description>
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		<pubDate>Mon, 26 Oct 2009 01:43:47 -0700</pubDate>
		<category domain="http://resources.bnet.com/topic/us+market.html"><![CDATA[US Market]]></category>
		<category domain="http://resources.bnet.com/topic/paul+kedrosky.html"><![CDATA[Paul Kedrosky]]></category>
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		<title><![CDATA[Hand Sanitizer Sales Double on H1N1 Panic]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F168150-hand-sanitizer-sales-double-on-h1n1-panic%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[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....]]></description>
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		<pubDate>Thu, 22 Oct 2009 08:13:19 -0700</pubDate>
		<category domain="http://resources.bnet.com/topic/retail.html"><![CDATA[Retail]]></category>
		<category domain="http://resources.bnet.com/topic/paul+kedrosky.html"><![CDATA[Paul Kedrosky]]></category>
		<category domain="http://resources.bnet.com/topic/johnson+%2526+johnson.html"><![CDATA[Johnson & Johnson]]></category>
		<category domain="http://resources.bnet.com/topic/kimberly-clark+corp..html"><![CDATA[Kimberly-Clark Corp.]]></category>
		<category domain="http://rss.financialcontent.com/stocksymbol">JNJ</category>
		<category domain="http://rss.financialcontent.com/stocksymbol">KMB</category>
		<category domain="tickers">JNJ,KMB</category>
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		<title><![CDATA[Apple's Hoard]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F167597-apple-s-hoard%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[Paul Kedrosky submits:  Lots of chatter this morning about the increasing size of the Apple AAPL cash hoard, at least as measured by cash and marketable securities. Here is a graph of Apple's Smaug-esque hoard's growth over the last six years via Gridstone: by Paul Kedrosky]]></description>
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		<pubDate>Tue, 20 Oct 2009 09:14:35 -0700</pubDate>
		<category domain="http://resources.bnet.com/topic/hardware.html"><![CDATA[Hardware]]></category>
		<category domain="http://resources.bnet.com/topic/paul+kedrosky.html"><![CDATA[Paul Kedrosky]]></category>
		<category domain="http://resources.bnet.com/topic/apple+inc..html"><![CDATA[Apple Inc.]]></category>
		<category domain="http://rss.financialcontent.com/stocksymbol">AAPL</category>
		<category domain="tickers">AAPL</category>
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		<title><![CDATA[Natural Gas and the Potential for Change]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F167420-natural-gas-and-the-potential-for-change%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[Paul Kedrosky submits:  Must-read piece up at Technology Review on how expanded U.S. natural gas reserves change energy calculus. Some of that is direct, with there being far more natural gas potentially available than imagined even five years ago; some of it is indirect, with a possible natural gas...]]></description>
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		<pubDate>Mon, 19 Oct 2009 08:41:36 -0700</pubDate>
		<category domain="http://resources.bnet.com/topic/energy.html"><![CDATA[Energy]]></category>
		<category domain="http://resources.bnet.com/topic/paul+kedrosky.html"><![CDATA[Paul Kedrosky]]></category>
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		<title><![CDATA[Emerging Markets and the Global Monetary Merry-Go-Round]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F165117-emerging-markets-and-the-global-monetary-merry-go-round%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[Paul Kedrosky submits:  Good new report from HSBC out making a variant on the emerging markets decoupling case, while launching an emerging markets index EMI. They argue that the global monetary merry-go-round continues to spin &#8211; for while.    I&#8217;m less sanguine than they are about decoupling...]]></description>
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		<pubDate>Tue, 06 Oct 2009 11:44:39 -0700</pubDate>
		<category domain="http://resources.bnet.com/topic/emerging+markets.html"><![CDATA[Emerging Markets]]></category>
		<category domain="http://resources.bnet.com/topic/paul+kedrosky.html"><![CDATA[Paul Kedrosky]]></category>
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		<title><![CDATA[Natural Gas, And Lots of It]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F163707-natural-gas-and-lots-of-it%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[Paul Kedrosky submits:   With natural gas storage in the U.S. having just surpassed the record levels of 2007, and with every available pipeline, tank, crevice and rock now being forced to hold the stuff, I have visions of that scene in the movie Brazil when Jonathan Pryce turns...]]></description>
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		<pubDate>Mon, 28 Sep 2009 11:29:03 -0700</pubDate>
		<category domain="http://resources.bnet.com/topic/energy.html"><![CDATA[Energy]]></category>
		<category domain="http://resources.bnet.com/topic/paul+kedrosky.html"><![CDATA[Paul Kedrosky]]></category>
		<category domain="http://resources.bnet.com/topic/united+states+natural+gas+fund+lp.html"><![CDATA[United States Natural Gas Fund LP]]></category>
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		<title><![CDATA[Fisking Scientific American on Peak Oil]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F163559-fisking-scientific-american-on-peak-oil%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[Paul Kedrosky submits:  My friend Gregor Macdonald has up a nice and intemperate comment debunking the recent Scientific American article on technology and oil supplies:     I have now read the Scientific American article. It is perhaps one of the more, if not the most insidious...]]></description>
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		<pubDate>Sun, 27 Sep 2009 01:02:10 -0700</pubDate>
		<category domain="http://resources.bnet.com/topic/energy.html"><![CDATA[Energy]]></category>
		<category domain="http://resources.bnet.com/topic/paul+kedrosky.html"><![CDATA[Paul Kedrosky]]></category>
		<category domain="http://resources.bnet.com/topic/united+states+oil+fund+lp.html"><![CDATA[United States Oil Fund LP]]></category>
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		<title><![CDATA[Jeff Rubin: Expect Oil Prices To Rise Dramatically and Globalization to End]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F163344-jeff-rubin-expect-oil-prices-to-rise-dramatically-and-globalization-to-end%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[Paul Kedrosky submits:  Jeff Rubin was on CNBC today talking the end of globalization. Jeff and I had a run-in a few years ago which I will turn into a post here sometime. Anyway, Jeff is a smart and interesting energy economist, so anything he says on oil is...]]></description>
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		<pubDate>Fri, 25 Sep 2009 12:08:20 -0700</pubDate>
		<category domain="http://resources.bnet.com/topic/emerging+markets.html"><![CDATA[Emerging Markets]]></category>
		<category domain="http://resources.bnet.com/topic/energy.html"><![CDATA[Energy]]></category>
		<category domain="http://resources.bnet.com/topic/paul+kedrosky.html"><![CDATA[Paul Kedrosky]]></category>
		<category domain="http://resources.bnet.com/topic/united+states+oil+fund+lp.html"><![CDATA[United States Oil Fund LP]]></category>
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		<title><![CDATA[Real Estate Will Recover in ... 2030?]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F162287-real-estate-will-recover-in-2030%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[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...]]></description>
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		<pubDate>Fri, 18 Sep 2009 11:16:04 -0700</pubDate>
		<category domain="http://resources.bnet.com/topic/us+market.html"><![CDATA[US Market]]></category>
		<category domain="http://resources.bnet.com/topic/paul+kedrosky.html"><![CDATA[Paul Kedrosky]]></category>
		<category domain="http://resources.bnet.com/topic/moody%2527s+corp..html"><![CDATA[Moody's Corp.]]></category>
		<category domain="http://rss.financialcontent.com/stocksymbol">MCO</category>
		<category domain="tickers">MCO</category>
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		<title><![CDATA[Addressing the Lehman Myth]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F161106-addressing-the-lehman-myth%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[Paul Kedrosky submits:  I've generally been ignoring the anniversary of the financial crisis -- the subject tires me -- but the Lehman myth is irritating, so it's good to see it being addressed. In short, it is a myth that preventing Lehman from failing would have saved us from...]]></description>
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		<pubDate>Fri, 11 Sep 2009 01:02:33 -0700</pubDate>
		<category domain="http://resources.bnet.com/topic/financial.html"><![CDATA[Financial]]></category>
		<category domain="http://resources.bnet.com/topic/paul+kedrosky.html"><![CDATA[Paul Kedrosky]]></category>
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		<title><![CDATA[Mexican Math Doesn't Add Up]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F159385-mexican-math-doesn-t-add-up%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[Paul Kedrosky submits:  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.  ...]]></description>
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		<pubDate>Tue, 01 Sep 2009 06:50:08 -0700</pubDate>
		<category domain="http://resources.bnet.com/topic/emerging+markets.html"><![CDATA[Emerging Markets]]></category>
		<category domain="http://resources.bnet.com/topic/paul+kedrosky.html"><![CDATA[Paul Kedrosky]]></category>
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		<title><![CDATA[Employment Gap in China: 12 Million People]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F157768-employment-gap-in-china-12-million-people%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[Paul Kedrosky submits:  In this latest release from China&#8217;s Human Resources, the country&#8217;s planners worry about finding 12-million jobs. That is the gap between the number of positions required to support 8% planned GDP growth, and the number the economy actually seems to want. (The following translation is via...]]></description>
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		<pubDate>Sun, 23 Aug 2009 06:46:17 -0700</pubDate>
		<category domain="http://resources.bnet.com/topic/china.html"><![CDATA[China]]></category>
		<category domain="http://resources.bnet.com/topic/paul+kedrosky.html"><![CDATA[Paul Kedrosky]]></category>
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