Paul Kedrosky’s Infectious Greed

Readings: Debt, Energy, Scrip, Slump, Transitions, Dipshits, Lithium, etc.

July 30, 2010
By pk
Readings: Debt, Energy, Scrip, Slump, Transitions, Dipshits, Lithium, etc.

Hagen: U.S. addicted to energy/debt (Source) Scrip as private money, monetary monopoly, and the rent-seeking state in Britain (Source) Skidelsky: Future generations will curse us for cutting in a slump (Source) Critical Transitions in Ma...
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An Aging World

July 30, 2010
By pk
An Aging World

From GE, a nifty visualization of our aging societies around the world. (Note that the applet is slightly larger than the space available here, so go to the GE site if you want to see it with all controls working properly.) The whole thing is big, so ...
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Readings: Cars, Morality, Food, CPK, etc.

July 29, 2010
By pk
Readings: Cars, Morality, Food, CPK, etc.

Entry Level Car Segment Stumbles (Source) The new science of morality (Source) Phytoplankton in retreat (Source) Will California Pizza Kitchen Deliver for Private Equity? (Source)
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Readings: China, VC Performance, CRE, Housing, Startups, etc.

July 28, 2010
By pk
Readings: China, VC Performance, CRE, Housing, Startups, etc.

The PBoC can’t easily raise interest rates (Source) Latest VC performance data: negative 1- and 10-year returns, slightly ahead of public markets on 5-year (Source) UTIMCO data has USV leading 5/10-year vintage VC performance sweepstakes, ...
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Canadians Tag off U.S. on Whole Real Estate Thing

July 28, 2010
By pk
Canadians Tag off U.S. on Whole Real Estate Thing

Awfully kind of Canada to tag off the U.S. and carry on with the whole real estate bubble thing without us. Such nice and helpful people. And polite too.
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Some Venture Capital Mythbusting

July 28, 2010
By pk
Some Venture Capital Mythbusting

I gave a talk last week wherein I tried to bust a few venture capital myths. Here are some samples: Kleiner Perkins is among top ten venture capital firms. Serial persistence of long-term performance Rise of super-angels is mostly about dec...
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John Turturro on Playing “Jesus” in The Big Lebowski

July 27, 2010
By pk
John Turturro on Playing “Jesus” in The Big Lebowski

If you’re a fan of The Big Lebowski (and we fans of the Dude can spot each other at 1,000 yards), you’ll enjoy this segment of John Turturro talking about the creative process behind him developing his classic “Jesus” character. And the orig...
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Malcolm Gladwell on Success

July 27, 2010
By pk
Malcolm Gladwell on Success

Good (and funny) discussion between Malcolm Gladwell and Robert Krulwich on success.
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[T] Niall Ferguson (2003) vs Niall Ferguson (2010)

July 27, 2010
By pk
[T] Niall Ferguson (2003) vs Niall Ferguson (2010)

Matt Yglesias puts together a Niall Ferguson vs Niall Ferguson debate, then and now. The 2003 Ferguson is in boldface, and the 2010 Ferguson is in italics: Guns or butter: this is the choice historians conventionally say that governments face. The ...
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iPhone Now, and Then and Then and Then

July 27, 2010
By pk
iPhone Now, and Then and Then and Then

Four generations of iPhone compared: Four Generations of the iPhone from Chris Pinnock on Vimeo.
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