Paul Kedrosky

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Quick Hits: An India of Incremental Power Ahead

Oct 13, 2025 1 min read paid

Quick Hits: The Data Center Growth Slowdown

Oct 13, 2025 1 min read paid

Four Ideas (Macro edition): Global Fragmentation, Reserve Diversification, Geoeconomics Impact, Industrial Growth

Oct 13, 2025 3 min read paid

Four Ideas, Sunday Edition:

Oct 12, 2025 2 min read

Quick Hits: Roger Rabbit's Data Center, Colo Spin, etc.

Oct 10, 2025 3 min read paid Featured

Why AI Capex isn't a Bubble: A Perez-ian Perspective

Oct 9, 2025 5 min read paid Featured

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

Oct 8, 2025 2 min read paid

The Godfather and Oracle's Crap GPU Rental Returns

Oct 7, 2025 2 min read paid Featured

Four Ideas (AI edition): Unexpected Impacts of AI Advancements

Oct 7, 2025 2 min read paid

Quick Hits: OpenAI's Mammoth AMD Deal

Oct 6, 2025 1 min read paid

Four Ideas (Macro edition): Interest Rate Shifts, Geoeconomics, AI Adoption, Travel Experiences

Oct 6, 2025 2 min read paid

Four Ideas, Sunday Edition:

Oct 5, 2025 2 min read