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Sunday, December 4, 2011

Paul Kedrosky's Infectious Greed

Paul Kedrosky's Infectious Greed


Twitter Digest: 2011-12-03

Posted: 03 Dec 2011 12:00 PM PST

  • I love all you value-trapped, reversal-chasing RIMM bulls. Keep coming back, you hear? http://t.co/94wA9j1w #
  • Guelph, Ontario business professor accidentally named Italian minister of agriculture. Merriment ensues. http://t.co/sr2oMGc5 #
  • My friend @herbgreenberg's predictions for 2012. I hate to say it, but Herb is a star on retail, & should be read. http://t.co/SefmdoY5 #
  • Strange Bloomberg Headlines: Gingrich Said Freddie Mac Could Be Good Model for Mars Travel http://t.co/24rf2Ylh #
  • NOAA's 2011 Arctic report card is out. It's not a passing grade. http://t.co/zA9Q7LoP #
  • Retry: Super TED talk on regret by @kathrynschulz named one of TED's Best of 2011 – http://t.co/3SqoTAOr #
  • . @BBatchman Fixed. See followup tweet, or this http://t.co/3SqoTAOr #
  • I'm thinking I want to be accidentally named Italian minister of something or another. Can one of you fine people arrange that? #
  • Ouch. RT @ritholtz: The Big Lie on CNBC Squawkbox http://t.co/1RMokjPy $$ #
  • Bloomberg says average RIMM price target is $25, a 47% gain from current levels, and yet there are only 9 buys. Gosh. #
  • Tracking the SoCal wind storm. Crazy graph. http://t.co/55yKm8BT #
  • The thing I like about the US IPO crisis is how insidious it is, what with it looking more like a bubble than a crisis. #
  • My backcountry running room with a view http://t.co/gWs8pyaN #
  • THis would have been a much better 360 from my run today if I would have remembered to clean sweat off lens – http://t.co/gWs8pyaN #
  • What did you learn this week? I"ll start. It's not the years or the mileage — it's both. #
  • Good learning! RT @adrianbye: @pkedrosky you are the king of twitter #
  • I have this friend who, for convenience, I'll call @bfeld. He posts sleep data to @runkeeper, like 9.8 h a night. I have huge sleep envy. #
  • More good learning. RT @christinelu: @pkedrosky I learned that ice cream melts in the freezer about 15 hours into a blackout. •_• #
  • Most elaborate ever California/Mexico drug tunnel found, complete with electric rail, elevator, etc. http://t.co/W0zPtmxx #
  • Pictures: World's 7 Most Extreme Airports http://t.co/coCynZI8 #
  • Bloomberg study comparing "top toy" prices at Wal-mart vs Amazon. Upshot: The two are spookily evenly matched. http://t.co/38WbFehb #
  • More Kyle Bass-ishness. Soon this will be a 24h live channel. http://t.co/ePlLhnhk /via @StockJockey #
  • Greg Long on the upper limits of big wave surfing – http://t.co/cJdEuEbE /cc @briannorgard #

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Two Share Graphs: Household Assets and Wages

Posted: 03 Dec 2011 11:18 AM PST

Two quick “share” graphs that tell useful stories, both from Goldman Sachs.

The first is changing share of US household financial assets over time. Fairly remarkable shifts.

Assets

The second is the changing share of US GDP when looked at through wages or corporate profits. Quite the divergence.

Wages


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