Four Ideas (AI edition): Data Center Demand, China AI Investments, Stock Rotation, Sports Tech Disruption
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Paul Kedrosky
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Four Ideas (Macro edition): AI in China, US Treasury Yields, Emerging Markets, Geopolitical Trade Shifts
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Four Ideas, Sunday Edition:
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Four Ideas (Energy edition): Solar Microgrids, AI in Energy, Battery Innovation, Grid Investment
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Four Ideas (Commodities edition): Gold, Copper, Commodities, AI, Tariffs, China
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Four Ideas (Life sciences edition): AI Partnerships, FDA Layoffs, AI-Driven Health Tech, Ultrasound Innovations
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Four Ideas (AI edition): AI-driven transformations in unexpected sectors
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Four Ideas (Macro edition): China AI, Embedded Insurance, Geostrategic Trade, Global Services
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Four Ideas, Sunday Edition:
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Four Ideas (Commodities edition): Gold, Coffee, Critical Minerals, Geopolitical Trade
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Four Ideas (Life sciences edition): AI-Driven Healthcare Innovations in 2025
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Four Ideas (AI edition): AI Transformations: New Beneficiaries and Market Shifts
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