Four Ideas (AI edition): AI-driven Industrial Transformation Opportunities
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Paul Kedrosky
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Four Ideas (Macro edition): Global Economic Shifts: Copper, AI, and Geopolitics
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Four Ideas, Sunday Edition:
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Honey, AI Capex is Eating the Economy
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Four Ideas (Energy edition): Vehicle Batteries, Decentralized Energy, EV Grid Impact, Energy Storage Innovations
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Four Ideas (Commodities edition): Gold Tariffs, Oil Prices, Commodity Traders, and China Demand
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On Curve Steepeners, Subway Surfers, and the Polycrisis of Confidence
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Four Ideas (Life sciences edition): Healthcare AI Trends and Innovations
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Four Ideas (AI edition): AI Data Centers, Travel Tech, AI Investing, Chip Bifurcation
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Four Ideas, Sunday Edition:
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Four Ideas (Energy edition): Decentralization, Energy Storage, Geoeconomics, Clean Energy Tariffs
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Four Ideas (Commodities edition): Commodities Trends and Opportunities 2025
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