Paul Kedrosky

Four Ideas (Life sciences edition): AI in Healthcare: Expansion and Investment Strategies

Declining AI Adoption, Surveys, and Simpson's Paradox

Rougher Notes—Sep 5, 2025

Data Centers Make the Beige Book, Plus Power Problems

Four Ideas (Commodities edition): Commodities Driven by Geopolitical and Economic Transitions

Four Ideas (Life sciences edition): AI-driven Healthcare Innovation and Tech Push

Four Ideas (AI edition): Adaptive Regulation, AI in Hospitality, AI Bubble Warnings, Insurer Innovations

Four Ideas (Macro edition): Extreme Weather, Tariffs, Trade Dynamics, Japan Manufacturing

Four Ideas, Sunday Edition:

Four Ideas (Energy edition): AI in Grid Modernization and EV Battery Innovations

Four Ideas (Commodities edition): Commodity Market Shifts, Cocoa, AI Adoption, Weather Impacts

Four Ideas (Life sciences edition): AI accelerates healthcare transformation, health tech investment, diagnostic innovation, digital health emphasis

Four Ideas (AI edition): AI Market Dynamics and Emerging Trends

Four Ideas (Macro edition): Emerging Markets, High-Yield Bonds, Extreme Weather, Geoeconomics

Four Ideas, Sunday Edition:

Four Ideas (Energy edition): Decentralized Energy Networks, AI's Impact on Solar, Battery Storage Demand, Subsidy-Free Renewables

Four Ideas (Commodities edition): Geostrategic Realignments and Commodity Market Impacts

Four Ideas (Life sciences edition): Healthcare AI Innovations and Investments

Four Ideas (AI edition): AI Bubble Formation, AI Optimism, Logistical Shifts, Hospitality Innovation

Four Ideas (Macro edition): AI, Geoeconomics, Hospitality, Emerging Markets

Four Ideas, Sunday Edition:

Four Ideas (Energy edition): Decentralized Energy, Renewable Trade Barriers, Battery Storage

Four Ideas (Commodities edition): Geopolitical Shifts, Cocoa Boom, Tariff Impacts, Gold Opportunities