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Paul Kedrosky Return Risk -37.74% MID Tracked Blogger Profile & Performance Subscribe to author

Symbol Sentiment Start Return Closed EP n/a Via Paul Kedrosky's Infectious Greed:   Consensus is too optimistic on the current upturn, plus lots more (Baseline) Hayek's Nobel Prize lecture (Source) James Dyson: Let engineers make Britain great again (The Observer) Good Bank/New Bank vs. Bad Bank: a rare example of a no-brainer (FT/Buiter) Bloomberg.com (Source) IMF may run out of cash to fight crisis in six months (Telegraph) Is complaining about others’ protectionism protectionist? (CFR/Setser) How Obama lost the conversation plot, plus the hangover theory of downturns (EP) It's Japan Again, Stupid (HuffPost/Pettifor) Grim results predicted for UBS, Credit Suisse (Reuters)   Read the rest of original post »

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