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Down Days: Weekend Reading

It was a down week for most major equity markets worldwide. Other than the Dow, the major U.S. indices ended the week down slightly, and global markets performed similarly, with the exception of China. Gold had yet another good week, confounding ...

From PAUL KEDROSKY, The Street,  22 Nov 2009

Related Topics: Tyson Foods, Inc.,  Hewlett-Packard

No Weekend Reading

Dr. Paul Kedrosky is a former highly ranked sell-side technology equity analyst, and he currently runs a technology finance institute at the University of California, San Diego. He is also a venture partner with Ventures West, an institutional venture ...

From PAUL KEDROSKY, The Street,  15 Nov 2009

Related Topics: University of California

Retail Review: Weekend Reading

It was an impressive week for the major markets, especially given how badly the previous week ended. For the most part, equities around the world posted gains. The major U.S. indices were up more than 3%, and the Shanghai Composite advanced 5.6%. ...

From PAUL KEDROSKY, The Street,  8 Nov 2009

Split Market: Weekend Reading

It was a bad week for the major U.S. indices and for markets worldwide. It was the worst down week since March, and it capped a monthly decline for October. Pretty much everything got beaten up, with the Nasdaq taking it worst, turning in a 5.1% ...

From PAUL KEDROSKY, The Street,  1 Nov 2009

Related Topics: NASDAQ,  Federal Reserve,  Institute for Supply Management

A Down Week: Weekend Reading

It was a down week for the major U.S. stock indices, the first in some time. Investors shrugged off good news to some degree, as earnings reports generally exceeded analysts' estimates. U.S. business appears to be seeing a broad rebound, much of ...

From PAUL KEDROSKY, The Street,  25 Oct 2009

Related Topics: Chevron Corporation,  Colgate-Palmolive

Natural Gas and the Potential for Change

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, ...

From PAUL KEDROSKY, ETF Investor,  19 Oct 2009

Earnings Divide: Weekend Reading

It was another week of surprises from the major markets around the world. Worries remain about the dollar, and gold and oil hit new highs for the year. Yet stock markets still managed to advance, although the gains were far from smooth. Good ...

From PAUL KEDROSKY, The Street,  18 Oct 2009

Related Topics: Google Inc.,  General Electric,  Federal Reserve

Market Crosscurrents: Weekend Reading

It was an impressive week for the major indices. All three were up 4% or more, and other exchanges worldwide did almost as well. It was partly optimism about the prospects for continuing recovery, partly solid earnings and a general sense that ...

From PAUL KEDROSKY, The Street,  11 Oct 2009

Venture Model Makeover & Diet Plan—Step Two

Limited partners in venture capital funds aren’t very happy these days. After a decade of indifferent performance, 10-year returns for venture capital as an asset class are set to turn negative this year when the last of the dot-com exits disappear ...

From PAUL KEDROSKY, Xconomy,  8 Oct 2009

Ignore Recent Markets (Or Volcanoes) at Your Peril

Recency effects – we overweight near-term events and underweight everything else – cause havoc in financial markets. It causes us to think of the last few years as normal, whether it’s housing, technology stocks, equity multiples, or the ease with ...

From PAUL KEDROSKY, ETF Investor,  1 Oct 2009

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