Four Ideas (Commodities edition): Commodity Trends and Geopolitical Dynamics
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Archive
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Four Ideas (Life sciences edition): Healthcare AI, Health Tech Investments, AI in Healthcare, FDA Breakthrough Devices
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Four Ideas (Macro edition): Emerging Macro Trends Impact on Non-Obvious Sectors
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Four Ideas, Sunday Edition:
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Quick Hits: AI Capex and Consumer Spending
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Minsky Moments and AI CapEx
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Four Ideas (Energy edition): Renewable Energy Grid Innovations and EV Shifts
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Four Ideas (Commodities edition): Global Commodity Trends and Implications
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Rougher Notes, Oct 15, 2025: Blackouts, TeraWulf, Debt, etc.
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Four Ideas (Life sciences edition): Healthcare AI Innovation and Market Dynamics
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Quick Hits: AI Capex is Eating ... San Francisco
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Four Ideas (AI edition): AI Impact on Utilities and Travel
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