Paul Kedrosky
Four Ideas (Macro edition): Interest Rate Moves and Structural Economic Changes
Four Ideas, Sunday Edition: AI Transformation in Healthcare and Industry Shifts
Oct 24, 2025 Update: Nvidia as Pop Mart, Power, Policy, etc.
Four Ideas (Commodities edition): Commodity Trends and Geopolitical Dynamics
Four Ideas (Life sciences edition): Healthcare AI, Health Tech Investments, AI in Healthcare, FDA Breakthrough Devices
Four Ideas (Macro edition): Emerging Macro Trends Impact on Non-Obvious Sectors
Four Ideas, Sunday Edition:
Quick Hits: AI Capex and Consumer Spending
Minsky Moments and AI CapEx
Four Ideas (Energy edition): Renewable Energy Grid Innovations and EV Shifts
Four Ideas (Commodities edition): Global Commodity Trends and Implications
Rougher Notes, Oct 15, 2025: Blackouts, TeraWulf, Debt, etc.
Four Ideas (Life sciences edition): Healthcare AI Innovation and Market Dynamics
Quick Hits: AI Capex is Eating ... San Francisco
Four Ideas (AI edition): AI Impact on Utilities and Travel
Quick Hits: An India of Incremental Power Ahead
Quick Hits: The Data Center Growth Slowdown
Four Ideas (Macro edition): Global Fragmentation, Reserve Diversification, Geoeconomics Impact, Industrial Growth
Four Ideas, Sunday Edition:
Quick Hits: Roger Rabbit's Data Center, Colo Spin, etc.
Why AI Capex isn't a Bubble: A Perez-ian Perspective
Four Ideas (Life sciences edition): Healthcare AI and MedTech Innovations
The Godfather and Oracle's Crap GPU Rental Returns
Four Ideas (AI edition): Unexpected Impacts of AI Advancements
Quick Hits: OpenAI's Mammoth AMD Deal
Four Ideas (Macro edition): Interest Rate Shifts, Geoeconomics, AI Adoption, Travel Experiences
Four Ideas, Sunday Edition:
LLMs, Shifting Baselines, and .400 Hitters
Quick Hits: 85% Margins for Data Centers? Yes, Please
Four Ideas (Commodities edition): Geoeconomic Shifts, Cocoa Rally, Commodity Traders, Gold Outlook
Quick Hit: Blackstone on Data Center Bubbles
Four Ideas (Life sciences edition): FDA, AI, Drone Delivery, Health Systems
Rougher Notes, Sep 30, 2025
Four Ideas (AI edition): AI-Driven Investment Shifts
Data Centers: More Money, Fewer Buyers
Four Ideas (Macro edition): Geoeconomic Strategies and Industrial Policy Shifts
Four Ideas, Sunday Edition:
Quick Update: Appearances, Financial Flywheels, etc.
Four Ideas (AI edition): AI-Driven Market and Policy Shifts
Four Ideas (Macro edition): Interest Rate Divergence, EM Currencies, EU Productivity, Real Estate Dynamics
Four Ideas, Sunday Edition:
Four Ideas (Energy edition): Solar Engineers, EV Battery Sustainability, Grid Innovation, Emerging Markets