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Paul Kedrosky

Dr. Paul Kedrosky maintains a widely-read blog on technology finance at Paul.Kedrosky.com. Earlier in his career, Dr. Kedrosky founded the technology equity research practice at HSBC James Capel. Dr. Kedrosky was one of the first analysts to cover Internet companies, as well as making early and timely calls in networking and communications. He currently sits on various boards, is a strategist for Ten Asset Management in Encinitas, California, and a Senior Fellow with the Kauffman Foundation.

He appears regularly on CNBC, and has also appeared on CNN, PBS Newshour, ABC Nightline, and elsewhere, as well as being quoted in the New York Times, Wall Street Journal, etc.

Paul Kedrosky's Latest Articles

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Lining Up on Both Sides of Auto Bailout
on Nov 17, 2008 about GM, F
411 Needs 911: The Yellow Pages Buyout Bust
on Nov 17, 2008 about RHD, IAR
Credit Default Swaps: Latest Data
on Nov 17, 2008 about C, BAC, CNI
Gold: Not Just for Gold Bugs Anymore
on Nov 15, 2008 about GLD
Iceland: What It's Like to Live in a World Without Money
on Nov 15, 2008
First Call of the Crisis: Peter Schiff Could Be Video of the Year
on Nov 14, 2008
State Default Watch: Budget Deficit Heatmap
on Nov 14, 2008
Banks: Build Not Bail?
on Nov 13, 2008 about XLF
TARP Goes CARP Fishing
on Nov 12, 2008
Is Buffett Really Losing His Touch?
on Nov 12, 2008 about BRK.A, BRK.B
Three Problems with the Fannie / Freddie Mortgage Modifications
on Nov 11, 2008 about FRE, FNM
Selective Data: State by State Unemployment
on Nov 11, 2008
'Great' Companies That Are, Literally, Good to Go
on Nov 08, 2008 about CCTYQ.PK, FNM, ABT
AIG Bailout Redux: The Perils of Open-Ended Liability
on Nov 07, 2008 about AIG
Niall Ferguson on 'Planet Finance'
on Nov 06, 2008
The CDS World Depends on Italy and Spain - Who Knew?
on Nov 05, 2008
Triple-Levered ETFs: Bomb Shelters, or Bomb-Making Kits?
on Nov 04, 2008 about DDM, BGU, BGZ
Barron's: Big Money Fibbers
on Nov 02, 2008
Things Could Be Worse...
on Oct 31, 2008
Deflation, Inflation, Rinse and Repeat
on Oct 30, 2008
Bank Bailouts vs. Loans: The Myth
on Oct 29, 2008
World Oil Supplies Declining Faster Than Expected - IEA
on Oct 29, 2008 about USO, DBO, OIL
Modified Misery Index Hits All-Time High
on Oct 29, 2008
Wolfson Microelectronics: Air Pocket Alert
on Oct 28, 2008 about WLFMF.PK
More from Grantham: S&P to 585?
on Oct 26, 2008 about SPY
Sectoral High-Yield Concentrations, Then and Now
on Oct 23, 2008
Political Theater: The Congressional Credit Hearings
on Oct 23, 2008
The Bank Capital Mirage
on Oct 23, 2008
Hank Paulson: Neither Butch nor Sundance
on Oct 23, 2008
Consumer Categories: Long Pasta, Short Soda
on Oct 22, 2008 about KO, PEP
Brinksmanship at Fortress Investment Group
on Oct 22, 2008 about FIG
Of Credit Agencies, Cows and Memos - Oh My!
on Oct 22, 2008

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Wall Street Breakfast - Sample Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby Bank trio becomes duo. Wells Fargo (WFC) will become the largest U.S. bank by branches with its bid for Wachovia (WB), after Citigroup (C) withdrew from compromise negotiations late yesterday on concerns about the quality of some of Wachovia's assets. Wells Fargo, with a bid valued at $11.4B, expects the purchase to be completed by the end of the year, and denies it will have to absorb assets shakier than originally thought. Government considers next steps. As the financial crisis continues to worsen, the U.S. government is considering two dramatic steps to turn around, or at least slow, the damage: guaranteeing billions of dollars in bank debt and temporarily insuring all U.S. bank deposits. The moves, which would mark the government's most extensive intervention to date, are in discussion stages only. Credit stays frozen. As frozen credit markets refuse to thaw, the cost of default protection on corporate bonds reaches new global records amid investor concerns the credit crisis will trigger corporate failures as companies struggle to finance their businesses. Interbank lending remains limited, and borrowing from the Fed's expanded discount window continued its trend of setting new highs every week, as the total daily average rose to $420.2B vs. $367.8B last week. Oil demand withers. The International Energy Agency warned Friday worldwide oil demand... Email continues...
The Macro View - Sample Seeking Alpha - The Macro View Market Outlook An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy Long Term, Financials Look Good by Michael Filloon Round 3 of the Recession: Main Street by Paul Fekula Oil Price Oil Below $75: Increased Chance of OPEC Production Cuts by Money Morning Oil Down 48% from Highs by Bespoke Investment Group Oil & Gas Headed Lower as Economy Strikes Consumers by Michael Filloon Economy Long Term, Financials Look Good by Michael Filloon Round 3 of the Recession: Main Street by Paul Fekula Reality Bites As Stocks Continue To Collapse by The Mole Email continues...
Investing Ideas - Sample Seeking Alpha - Investing Ideas Cramer's Picks Farewell Financial Bear Raids - Cramer's Mad Money (10/14/08) by SA Editor Joan Wickham Better Picks - Cramer's Lightning Round (10/14/08) by SA Editor Joan Wickham Perhaps Industrials... Cramer's Stop Trading! (10/14/08) by SA Editor Joan Wickham Long Ideas Utilities Beginning to Generate Interest for Longs by Joe Kunkle The Long Case for Encore Capital by Value Investor Insight 2009: The Year of the Channel for SaaS Vendors? by Jeff Kaplan Two Global Infrastructure Investment Opportunities in ETFs by Investment U Market Behaves Sanely - Fast Money Recap (10/14/08) by SA Editor Joan Wickham Short Ideas Why Short Sellers Are the Heroes of Wall Street by Investment U Salesforce.com: Pricey and Coming Down Fast by Charlie Bottle Google: 3Q Results Reveal Chinks in the Armor by Mark Krieger Email continues...
Jim Cramer's Picks -
Sample

Better Choices - Cramer's Lightning Round (10/15/08)

by SA Editor Rachael Granby

Stocks discussed in the lightning round session of Jim Cramers Mad Money TV program,
Wednesday, October 15.

Bullish Calls:

Continental Resources (CLR) -- "This is a remarkable decline. All of the high quality ones are down so much, I can't go against it. This is where you pull the trigger.
3M (MMM) -- The moment this stock starts yielding 5%, I'm a buyer. Until then, keep your powder dry.

Bearish Calls:

Computer Sciences (CSC) -- This is a company that was going to be bought, but they passed up the chance. Now I don't want to buy it."
Annaly Mortgage (NLY) -- I think this is a business model that needs to borrow money. Definitively do not buy."
Northrop Grumman (NOC) -- You can't own the defense stocks right now. If I had to own one, I'd look at Lockheed Martin (LMT) with its good dividend.
Email continues...
Stocks & Sectors - Sample Seeking Alpha - Stocks & Sectors Internet eBay: Q3 Looks Good but Q4 Guidance Disappoints by Greg Feirman Is Google Feeling Lucky? by Sam Gustin Why Today Could Suck for Tech by Kevin Maney Media A Triple Financial Whammy Afflicts Newspapers by Ken Doctor Three Years On, Buying MySpace Looks Like One of Murdoch's Smartest Bets by Erick Schonfeld How Will Arbitron Fare in This Market? by Sreeni Meka Telecom Ten Ways to Invest in Louisiana by Stockerblog Earnings Preview: Electro-Optical Engineering by theflyonthewall.com Shared Docks Via WiFi All the Rage by Dean Bubley Financial Switzerland Strengthens Its Banks; Short Interest Remains Low by Jessica Johnson Reality Bites As Stocks Continue To Collapse by The Mole LIBOR Shows Worst Is Yet to Come for Credit Markets by Keith Fitz-Gerald Email continues...
Global Markets - Sample Seeking Alpha - Global Markets China An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy USANA Health Sciences Inc. Q3 2008 Earnings Call Transcript Perfect World Announces Share Repurchase Program by Trader Mark China: Hot Money Inflows Down, Nervousness Up by Michael Pettis India Indian Economy Has Much to Cheer About by Equitymaster India: RBI Cuts Cash Reserve Ratio by Equitymaster India: Markets Continue Downward by Equitymaster Japan Sanyo Enters Thin-Film Market, Goes Up Against Sharp by Greentech Media Asia Four International Dividend Stocks to Watch by David Hunkar Eastern Europe Reality Bites As Stocks Continue To Collapse by The Mole Email continues...
Alternative Energy Investing - Sample Seeking Alpha - Alternative Energy Alternative Energy Seven Stocks for an Impending Apocalypse by H.J. Huneycutt Solar Shares Under Pressure From Credit Crunch and Pricing by Eric Savitz Trina Solar Looks Good, Though Market Yawns by Trader Mark The Electric Car Market: Wise Energy Use Stocks by Tom Konrad Investing in the Power of the Sea
ETF Daily - Sample Seeking Alpha - ETF Daily Sector ETFs Too Early To Buy Homebuilders ETF by Larry MacDonald Utilities Beginning to Generate Interest for Longs by Joe Kunkle Two Global Infrastructure Investment Opportunities in ETFs by Investment U New ETFs First Trust Launches Infrastructure ETF with Global Reach by Index Universe Overview and Analysis of the Global Generic Drug Industry by Mike Havrilla Emerging Market ETFs Brazil Is the Best of BRIC by Carl T. Delfeld Playing the Market in Difficult Times by Jason Hamlin
The Daily Dispatch - Sample Seeking Alpha - Daily Dispatch Wall Street Breakfast Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby US Market An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby Housing & Real Estate Too Early To Buy Homebuilders ETF by Larry MacDonald Another 'Root Cause' That Isn't: Tumbling Home Prices by Tim Iacono Transcripts TrueBlue, Inc. Q3 2008 Earnings Call Transcript Polycom, Inc. Q3 2008 Earnings Call Transcript ETF Too Early To Buy Homebuilders ETF by Larry MacDonald
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