Four Ideas (Macro edition): Interest Rate Divergence, EM Currencies, EU Productivity, Real Estate Dynamics
2 min read
paid
Paul Kedrosky
Page 1 of 29
Four Ideas, Sunday Edition:
2 min read
Four Ideas (Energy edition): Solar Engineers, EV Battery Sustainability, Grid Innovation, Emerging Markets
2 min read
paid
Four Ideas (Commodities edition): Copper Opportunities, Emerging Gold Narrative, Cocoa Demand Surge, Natural Gas Trends
2 min read
paid
Four Ideas (AI edition): Generative AI's Impact Across Sectors and Regions
2 min read
paid
Four Ideas (Macro edition): Shifts in Global Economy: Manufacturing, AI, Tariffs, Hospitality
2 min read
paid
Four Ideas, Sunday Edition:
2 min read
Weekend ... Thinking !
1 min read
ChatGPT as the Original AI Error
5 min read
Featured
Four Ideas (Commodities edition): Gold Surge, Commodity Price Dynamics, AI in Commodities, Tariffs Impact
2 min read
paid
Four Ideas (Life sciences edition): AI in Healthcare: Expansion and Investment Strategies
2 min read
paid
Declining AI Adoption, Surveys, and Simpson's Paradox
4 min read
Featured