Four Ideas (Commodities edition): Gold Surge, Commodity Price Dynamics, AI in Commodities, Tariffs Impact
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Archive
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Four Ideas (Life sciences edition): AI in Healthcare: Expansion and Investment Strategies
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Declining AI Adoption, Surveys, and Simpson's Paradox
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Paul Kedrosky and Plus tiers
Rougher Notes—Sep 5, 2025
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Data Centers Make the Beige Book, Plus Power Problems
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Paul Kedrosky and Plus tiers
Four Ideas (Commodities edition): Commodities Driven by Geopolitical and Economic Transitions
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Four Ideas (Life sciences edition): AI-driven Healthcare Innovation and Tech Push
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Four Ideas (AI edition): Adaptive Regulation, AI in Hospitality, AI Bubble Warnings, Insurer Innovations
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Four Ideas (Macro edition): Extreme Weather, Tariffs, Trade Dynamics, Japan Manufacturing
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Four Ideas, Sunday Edition:
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Four Ideas (Energy edition): AI in Grid Modernization and EV Battery Innovations
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Four Ideas (Commodities edition): Commodity Market Shifts, Cocoa, AI Adoption, Weather Impacts
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