SPVs, Credit, and AI Datacenters
6 min read
Archive
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Four Ideas (Macro edition): Geoeconomic Shifts, Emerging Markets, Tariffs, Japanese Manufacturing
2 min read
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Four Ideas, Sunday Edition:
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AI as Immigrants
Four Ideas (Energy edition): Energy Storage, AI in Energy, Clean Energy Politics, Renewable Partnerships
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Four Ideas (Commodities edition): Silver & Platinum Surge, Geoeconomic Shifts, Oil Volatility, Commodity Investments
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Four Ideas (Life sciences edition): AI Transformations in Healthcare
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Four Ideas (AI edition): Non-obvious AI Trends Reshaping Markets
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Four Ideas (Macro edition): Interest Rates, Energy Transition, Geopolitics, Freight Market
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Four Ideas, Sunday Edition:
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Weekend Reading: Who's Weird? Maybe We're Weird
4 min read
Four Ideas (Energy edition): Energy Transition, AI in Energy, EVs, Gulf Renewable
2 min read
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