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Posts by: pk

Readings: Water, Flu, Debt, Bubbles, Airports, etc. March 14, 2010
Posted in VC.
Matt Simmons: The Oil & Water Mix March 13, 2010
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On Emerging (Financial) Viruses March 13, 2010
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Mauldin: The Velocity of Money March 13, 2010
Posted in VC.
California Bonds? Detroit Bonds? 30-Year Treasuries? Bring ‘Em On. March 13, 2010
Posted in VC.
Consumer Debt Change, Then and Then and Now March 12, 2010
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Readings: Venture, Debt, Apple, The Big Short, etc. March 12, 2010
Posted in VC.
Innovation, Schminnovation – Welcome to the Boring Age March 11, 2010
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Sex! Drugs! (And a Tiny Bit of Off-Balance Sheet Accounting) March 10, 2010
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Back to the Doom Bunker — A Year Later. El Kansas Outlook. March 10, 2010
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Readings: Air Pockets, Chance, Oil, Bees, Vaccinia, Data, etc. March 10, 2010
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Readings: Caveat Venditor, Carried Interest, Oil, and Jobs March 9, 2010
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Taxes and Hockey: Vancouver 2010 Edition March 9, 2010
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Danger on the Mountain March 9, 2010
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Readings: Canada, Cash, Pensions, Spreads, etc. March 9, 2010
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Interview with James Montier: Decision-making, Permabears, etc. March 9, 2010
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Death and the Economic Crisis — the Other Economic Crisis March 9, 2010
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The Case for Commercial Real Estate March 8, 2010
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Weekend Reading: China, Swaps, Cohen, Stimulus, Acropolis, etc. March 7, 2010
Posted in VC.
Mauldin: Welcome to the Future March 6, 2010
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Software: You’re Soaking in It March 5, 2010
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Readings: Natural Gas, Las Vegas, Religion, etc. March 5, 2010
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Andy Xie: Reform, Not Stimulus March 5, 2010
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Jon Stewart on ChatRoulette March 5, 2010
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Marc Faber Goes Mad(der) March 4, 2010
Posted in VC.