gdp's Comments

Paul Kedrosky: Infectious Greed : Curation is the New Search is the New Curation

Thu, 13 Jan 2011 00:33:49 +0000

Paul, Nice post. However, I think the jury is still far out on user curation. Many colleagues and friends are starting to say, "Twitter is too overwhelming with stuff." Read the comments on 90% of the sites that aren't yours or another very intellectual crowd, and it's nothing more than shouting. I think the irony is we are starting to head back to a place where the masses are begging the gatekeepers to curate the tsunami for them. Dostoyevsky can be applied to anything ;) You are a human curator. You are having a lot of (deserved) success. And sites like The Week, The Daily Beast, Huffington Post, and others have been curating very well for a few years now. I have much less optimism about social curation because people are the same whether they are online or offline. And the bell curve still matters. Thanks again for the thought provoking post :) Damien

Paul Kedrosky: Infectious Greed : Bloomberg Announcement: Keep Calm and Carry On

Tue, 23 Nov 2010 03:26:25 +0000

Totally deserved. Looking forward to seeing you on the next level.

Wall St. Cheat Sheet : 8 Top Goldman Sachs Alumni Who are Shitting Their Pants

Sun, 18 Apr 2010 02:33:11 +0000

They could have bought some puts in the short term. However, I think their egos will blur reality.

Wall St. Cheat Sheet : Is Doug Kass's Call Correct, or Just Kindling for the Next Leg Up?

Sun, 21 Mar 2010 13:48:00 +0000

Great point, Jerry. I need to update my post because it seems the question has been answered ;)

Wall St. Cheat Sheet : Sell, Sell, Sell: SEC Investigating Jim Cramer's TheStreet.com

Sun, 21 Mar 2010 13:46:55 +0000

Given the videos of Cramer still telling people to buy stocks in Jan 2008 (easily found on YouTube), I don't think he nailed the banking crisis. Here is a nice look at Cramer's picks: http://online.barrons.com/article/SB1233971073996...

Wall St. Cheat Sheet : Sell, Sell, Sell: SEC Investigating Jim Cramer's TheStreet.com

Sat, 20 Mar 2010 16:17:33 +0000

Not sure I follow you. I don't think anyone calling for an emergency rate cut to protect their portfolio is prescient. It's simply talking your book. If permabulls like Cramer had their way, the Fed would cut rates every time their picks were down 20%. I have many posts on this site linking to the Barron's studies of Cramer's calls. His track record is awful. That is indisputable.

Wall St. Cheat Sheet : Sell, Sell, Sell: SEC Investigating Jim Cramer's TheStreet.com

Sat, 20 Mar 2010 05:05:59 +0000

David, I couldn't agree with you more. In fact, if you read my email exchange with Cramer, you will see I was once a Cramer fan. But once he started Mad Money, it was all downhill from there. There are many talented writers who got their start at TSCM. I feel bad they are associated with TSCM management and Cramer's circus show. Thanks for stopping by, David!

Wall St. Cheat Sheet : John Stewart: Dykstra Got the Sign to Steal

Fri, 19 Mar 2010 13:44:33 +0000

LOL

Wall St. Cheat Sheet : Will an NCAA Basketball Tournament Expansion Crush the NIT?

Fri, 19 Mar 2010 04:59:04 +0000

Awesome value add, Louis! I appreciate you sharing that. Enjoy the tourney! Damien

Wall St. Cheat Sheet : Sell, Sell, Sell: SEC Investigating Jim Cramer's TheStreet.com

Fri, 19 Mar 2010 02:35:35 +0000

Amen.

Wall St. Cheat Sheet : Exclusive: Media Legend Larry Kramer Says Media Business is in a Gutenberg Moment

Thu, 18 Mar 2010 16:21:33 +0000

Narrow minded people seem to have most of the decision making power.

Wall St. Cheat Sheet : Sell, Sell, Sell: SEC Investigating Jim Cramer's TheStreet.com

Thu, 18 Mar 2010 14:27:32 +0000

LOL. "They know NOTHING!" LOL. Just like the investing advice in his own books, he doesn't walk any of his own talk. Thanks, Diane!

Wall St. Cheat Sheet : Are Tech Device Companies Destined for the Same Class Action Hell as Big Tobacco?

Thu, 18 Mar 2010 02:32:08 +0000

Everyone else will be joining them.

Wall St. Cheat Sheet : The Office and Dwight Schrute Rap with Young Weezy and Lil' Wayne

Wed, 17 Mar 2010 18:30:22 +0000

I love it!

Wall St. Cheat Sheet : Bars & Restaurants Rake in the Green on St. Patrick's Day

Tue, 16 Mar 2010 19:12:54 +0000

Me too!

Wall St. Cheat Sheet : Michael Jackson's Invisible Gloved Hand Strikes Biggest Record Deal in History

Tue, 16 Mar 2010 12:55:49 +0000

True. I meant the late King. However, that title can be earned by others ;)

Wall St. Cheat Sheet : Carl Icahn's 6 Biggest Busts ... Is Genzyme Next?

Tue, 16 Mar 2010 02:52:05 +0000

Thanks, Lance!

Wall St. Cheat Sheet : Is Lehman Brothers the Next Enron?

Mon, 15 Mar 2010 20:41:01 +0000

I've already written about that many times ;)

Wall St. Cheat Sheet : Carl Icahn's 6 Biggest Busts ... Is Genzyme Next?

Mon, 15 Mar 2010 17:35:09 +0000

"Icahn has shown that he is a volatile megalomaniac who will not hesitate to knife the companies that he toys with, or their shareholders." Exactly. That's the point of this post. Thanks for explaining to those who are in love with Carl.

Wall St. Cheat Sheet : Carl Icahn's 6 Biggest Busts ... Is Genzyme Next?

Mon, 15 Mar 2010 16:14:50 +0000

No one said he was concerned with our opinions. The point is he is held out as an amazing investor, and his track record has blown. This isn't nonsense, it's fact. It's all public record. Maybe you have it memorized, but most people don't and we think it's a very interesting insight. Of course my account is not as large as his. Why would that matter? What journalist should meet that criteria to point out that a big time investor has been on a major cold streak? In fact, if we take your logic, then all journalists should stop reporting because they would never be as "experienced" as those they cover. But almost everyone understands that's not the point of journalism.